What are the responsibilities and job description for the Investment Operations Associate position at Claire Myers Consulting?
Investment Operations Associate
Location: Fort Wayne, IN (onsite)
Compensation: Competitive base salary plus bonus commensurate on experience
Overview:
Our client is a nationally recognized wealth management firm serving high-net-worth clients across the country through sophisticated financial planning and investment strategies. With a collaborative team environment and a strong commitment to client experience, the firm is seeking a Investment Operations Associate to oversee all aspects of investment operations and strengthen the systems that support their continued growth.
Key Responsibilities:
- Oversee daily investment operations including trading, model management, and portfolio rebalancing
- Ensure timely and accurate processing of client transactions, account openings, and transfers
- Build and maintain workflows that enhance efficiency, scalability, and risk management
- Evaluate and implement improvements to systems, trading platforms, and reporting tools
- Partner with compliance to ensure all investment activity aligns with regulatory and internal standards
- Support advisors with operational needs related to client portfolios and investment reporting
- Collaborate across departments to ensure cohesive and consistent client service
Qualifications:
- Bachelor’s degree
- 5 years of experience in investment operations, trading, or portfolio management support
- Series 7 required
- Strong knowledge of investment products, trading platforms, and custodial processes
- Excellent problem-solving, organizational, and analytical skills
- Familiarity with compliance, risk management, and regulatory standards within wealth management
- Detail-oriented, team-driven, and committed to operational excellence
- Exceptional interpersonal, communication and relationship management skills
Compensation and Benefits:
- Compensation: Base salary commensurate on experience
- Performance-based bonus opportunity
- Comprehensive health, dental, vision, and retirement benefits