Investment Operations Associate
Independent Boutique Wealth Management Firm
The Woodlands, TX

Overview
Established and growing Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior Portfolio Operations Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and client reporting.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• Provide excellent investment operations workflow support
• Participate in a dynamic fast-paced team environment
• Strong culture of teamwork, integrity, work life balance and personal and professional development in an established and growing firm
• Coordinate with Client Service, Trading, Compliance, and Investment teams to implement process, system, and product changes
• Career track within the firm
• Competitive compensation package including benefits and bonuses

Requirements

• 3 years experience in Portfolio Operations within an RIA or Wealth Management firm
• Track record of professionalism, adaptability, attention to detail, and time management

Job Type: Full-time

Salary: $70,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Work setting:

• In-person

Education:

• Bachelor's (Required)

Experience:

• Financial services: 3 years (Required)

Ability to Relocate:

• Spring, TX 77373: Relocate before starting work (Required)

Work Location: In person