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As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a polished, high calibre Investment Operations Associate to join our award-winning team. Our ideal candidate is detail-oriented, able to multi-task, and ideally has a few years of experience with billing and portfolio reporting for an investment management firm. If you can articulate your proven success in a demanding supportive financial role, we want to hear from you, ASAP!
As an Investment Operations Associate, your service-oriented nature and impeccable attention to detail are key in this position, supporting our Chief Investment Officer. You’re articulate, a team-player and dedicated to getting the job done. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Day-to-Day as an Investment Operations Associate:
What You Bring as Investment Operations Associate:
Compensation: $60,000 base salary, plus annual bonus (paid quarterly) estimated at $20,000. Total compensation (including bonus) is expected to be $80,000-$85,000
Next step? Please submit your cover letter and resume outlining your experience and desire to excel as a Investment Operations Associate. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based bonus plan, medical/dental/vision benefits, 401(k) plan, profit sharing/cash balance plans, volunteer time off, paid family medical leave, continuing education reimbursements, and sabbaticals.
Full Time
Insurance
$107k-154k (estimate)
03/09/2024
05/09/2024
missionwealthmanagement.com
Scottsdale, AZ
<25
Insurance
The job skills required for Investment Operations Associate include Accounting, Economics, Investment Management, Attention to Detail, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Operations Associate. 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 Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Operations Associate positions, which can be used as a reference in future career path planning. As an Investment Operations Associate, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Operations Associate. You can explore the career advancement for an Investment Operations Associate below and select your interested title to get hiring information.