Associate, Investment Operations

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