Seeking an Associate, Investment Operations to support a multi-billion-dollar investment platform serving ultra-high-net-worth families and family offices.
Requirements
- 2–5 years of experience in investment operations, portfolio support, asset management, wealth management, or a related environment
- Strong Excel skills and comfort working with complex investment data
- Clear, concise written communication skills
- Detail-oriented, accountable, and comfortable owning processes end-to-end
- Interest in building a long-term career serving ultra-high-net-worth families, with a future path toward an advisory role
Benefits
- 401k Matching
- Generous Paid Time Off
- Relocation Assistance
- Tuition Reimbursement