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COMPANY PROFILE: Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $65 billion in client assets, Argent provides individuals, families, businesses, and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management, and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930.
DEPARTMENT PROFILE: The Argent Investment Operations Department is responsible for supporting the overall Portfolio Management processes for the firm. The department handles tasks covering trading, performance reporting, model management, and system support for the Investment Team. Investment Operations provides a fast-paced and challenging working environment in support of the multi-faceted area of Investments.
POSITION SUMMARY: This position will be responsible for supporting portfolio management activities, including the facilitation of trade execution. The position requires consistent availability during market hours, a solid understanding of portfolio management systems, ongoing communications with the portfolio management team, and continual efforts to develop and maintain efficient and robust portfolio management systems within the context of a strong control environment.
ESSENTIAL FUNCTIONS:
SUPERVISORY RESPONSIBILITIES: None.
LOCATION: San Antonio, TX preferred. Other locations with Argent offices may be considered.
QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must have strong mathematical and analytical skills, be organized and detail-oriented, be able to communicate complicated matters in a clear and concise manner, be risk-conscious, and demonstrate sound judgement in a professional demeanor. The successful candidate should possess basic knowledge of financial markets and financial instruments.
EDUCATION or EXPERIENCE:
Full Time
$117k-168k (estimate)
01/05/2024
04/02/2024
The job skills required for Investment Operations Analyst include Accounting, Problem Solving, Trading, Wealth Management, Consulting, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Operations Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Operations Analyst. Select any job title you are interested in and start to search job requirements.