What are the responsibilities and job description for the Investment Operations Analyst position at IRON Financial, LLC?
About IRON Financial:
Founded in 1994, IRON is an independent registered investment advisory (RIA) firm and multi-family office with an integrated platform offering full scope wealth advisory services, along with direct access to institutional-quality private investments, fixed income, and (liquid) value oriented portfolios. We value integrity, innovation, and teamwork, and offer growth opportunities for our associates. We serve high-net-worth individuals, families, businesses, and institutions.
Job Summary:
As an Investment Operations Analyst, you’ll support our investment operations and client service functions. This role is ideal for detail-oriented, tech-savvy candidates eager to grow in financial services.
Responsibilities:
- Maintain portfolio accounting system files and process client service requests
- Ensure data integrity and maintain complete and accurate files
- Utilize CRM and portfolio accounting software for daily operations
- Assist with client onboarding, account maintenance, and service requests
- Liaise with custodians and internal teams to resolve operational issues
- Support compliance documentation and special projects
- Contribute to process improvements and technology upgrades
Qualifications:
- Bachelor’s degree preferred, not required
- 3 years of general office experience preferred
- Strong organizational, analytical, and problem-solving skills
- Proficiency in Microsoft Office (Excel, Word, PowerPoint)
- Attention to detail and ability to manage multiple priorities
- Self-motivated and team-oriented
Potential Growth Opportunities:
- Advancement to Series 65 licensed investment advisor
- Pathway to Certified Financial Planner (CFP)
Benefits:
- Competitive salary based on experience and qualifications
- Health, dental, and vision insurance
- 401(k) with employer contributions
- Paid Time Off and Paid Holidays
- Professional development and training
- Hybrid work schedule after training
Apply directly on really or email your resume to careers@ironfinancial.com.
Learn more at https://ironfinancial.com or call (847) 715-3200.
Job Type: Full-time
Pay: $55,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid parental leave
- Paid time off
- Parental leave
- Professional development assistance
- Profit sharing
- Vision insurance
Work Location: Hybrid remote in Northbrook, IL 60062
Salary : $55,000 - $85,000