Investment Operations Associate

Amazing Opportunity: Investment Operations Associate on an Upward Trajectory

Ascendo is excited to present this opportunity in the investment management industry. We are looking for a dedicated professional to join a premier, independently owned firm in Miami that manages the complex financial needs of prestigious families and institutions. This role is perfect for a highly intelligent and meticulous individual who possesses a deep-rooted understanding of investment principles and thrives in a high-stakes, collaborative environment. The ideal candidate will have 5 years of experience in specialized financial roles like private banking or investment advisory, coupled with a proactive mindset and the ability to operate with the utmost discretion.

Responsibilities:

• Facilitate the seamless delivery of services to ultra-high net worth clients by acting as a primary liaison between internal departments and external partners.
• Oversee the administration and tracking of trade pipelines to ensure all execution steps are completed accurately and efficiently.
• Assist with the creation and implementation of sophisticated investment strategies tailored to specific client needs and cash requirements.
• Manage high-level communications and inquiries to ensure that all client and counterparty requests are handled with precision.
• Support senior leadership in optimizing daily workflows and coordinating internal resources to maximize firm productivity.

Qualifications:

• 5 years of professional experience within financial services, specifically in roles such as client services, investment advice, or buy-side analysis.
• Fluency in both English and Spanish is required to effectively serve a diverse international client base.
• Exceptional proficiency in standard business productivity software, particularly advanced functions in spreadsheets and presentation tools.
• Proven ability to manage complex projects with extreme attention to detail and superior organizational skills.
• A university degree focused on finance, business administration, or accounting.
• A humble and inquisitive professional demeanor with a commitment to long-term career growth.

Benefits:

• Comprehensive health and medical insurance options.
• Company-sponsored retirement savings plans.
• Performance-based incentive programs and a highly competitive salary structure.
• Robust professional development and extensive training within the firm.

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.