Claire Myers Consulting
Investment Operations Associate
Claire Myers Consulting, Fort Wayne, Indiana, United States, 46804
Compensation:
Competitive base salary plus bonus commensurate on experience
Overview Our client is a nationally recognized wealth management firm serving high-net-worth clients across the country through sophisticated financial planning and investment strategies. With a collaborative team environment and a strong commitment to client experience, the firm is seeking a
Investment Operations Associate
to oversee all aspects of investment operations and strengthen the systems that support their continued growth.
Key Responsibilities
Oversee daily investment operations including trading, model management, and portfolio rebalancing
Ensure timely and accurate processing of client transactions, account openings, and transfers
Build and maintain workflows that enhance efficiency, scalability, and risk management
Evaluate and implement improvements to systems, trading platforms, and reporting tools
Partner with compliance to ensure all investment activity aligns with regulatory and internal standards
Support advisors with operational needs related to client portfolios and investment reporting
Collaborate across departments to ensure cohesive and consistent client service
Qualifications
5+ years of experience in investment operations, trading, or portfolio management support
Series 7 required
Strong knowledge of investment products, trading platforms, and custodial processes
Excellent problem-solving, organizational, and analytical skills
Familiarity with compliance, risk management, and regulatory standards within wealth management
Detail-oriented, team-driven, and committed to operational excellence
Exceptional interpersonal, communication and relationship management skills
Compensation and Benefits
Compensation: Base salary commensurate on experience
Performance-based bonus opportunity
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Competitive base salary plus bonus commensurate on experience
Overview Our client is a nationally recognized wealth management firm serving high-net-worth clients across the country through sophisticated financial planning and investment strategies. With a collaborative team environment and a strong commitment to client experience, the firm is seeking a
Investment Operations Associate
to oversee all aspects of investment operations and strengthen the systems that support their continued growth.
Key Responsibilities
Oversee daily investment operations including trading, model management, and portfolio rebalancing
Ensure timely and accurate processing of client transactions, account openings, and transfers
Build and maintain workflows that enhance efficiency, scalability, and risk management
Evaluate and implement improvements to systems, trading platforms, and reporting tools
Partner with compliance to ensure all investment activity aligns with regulatory and internal standards
Support advisors with operational needs related to client portfolios and investment reporting
Collaborate across departments to ensure cohesive and consistent client service
Qualifications
5+ years of experience in investment operations, trading, or portfolio management support
Series 7 required
Strong knowledge of investment products, trading platforms, and custodial processes
Excellent problem-solving, organizational, and analytical skills
Familiarity with compliance, risk management, and regulatory standards within wealth management
Detail-oriented, team-driven, and committed to operational excellence
Exceptional interpersonal, communication and relationship management skills
Compensation and Benefits
Compensation: Base salary commensurate on experience
Performance-based bonus opportunity
#J-18808-Ljbffr