Job Title. Client Service Associate (Account Operations). Location. Hybrid, onsite 3 days/week - New York, NY – 10281. Duration. 6 Months, Potential to convert to full-time. Role focused on transactional and administrative workload - change requests, withdrawals, do not transact status updates, and some admin work. Looking through platforms and seeing if there is additional paperwork received. Not a lot of client contact – mostly internal. High a...
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. Investmen...
Compensation. $80K - $90K bonus benefits. Our client is a boutique advisory firm that provides financial advice and practice management support to independent Financial Advisors. They are seeking to add an Investment Operations Associate to their team. This Associate is the point person for multiple advisory teams. Responsibilities are primarily investment operations-related, however, the Investment Operations Associate also plays a key role in s...
Investment Operations Associate - $75,000 to $95,000 plus bonus (HYBRID). Our firm is working on multiple operational ("back office") searches across Lancaster County within the investment / financial services industry. These opportunities are for both small firms (less than 100 employees) and mid-sized firms employee). These roles are heavily involved with our clients investment accounting and trust accounting systems and will reconcile investme...
Key Responsibilities. Prepare and process new account paperwork for institutional and HNW clients, including annuity accounts. Ensure all documentation meets regulatory and internal compliance standards. Set up and maintain client accounts within portfolio management systems. Execute trades based on analyst recommendations or at the direction of advisors/clients. Manage routine client service requests including account access, distributions, and ...
Investment Operations Analyst. Responsibilities. Processing lifecycle activity for various loan types (syndicated, revolvers, delayed draws, private corporate and commercial real estate loans), bonds, equities, derivatives, etc. Processing of loan notices received for events related to paydowns, interest, coupons, delayed draws, revolvers, PIK, and cashless rolls. Perform full reconciliation of positions and cash balances with custodians, fund ad...
About the Role. Our client, a highly successful and fast-growing wealth management firm, is seeking a detail-oriented and dependable Investment Operations Associate to take ownership of daily investment account processing and operational workflow. This role is ideal for someone with a Series 7 who excels in accuracy, task execution, and supporting clients in achieving their financial planning goals. You will work closely with the lead advisor and...
Company Overview. A leading global investment firm with nearly $300 billion in assets under management is seeking an Investment Operations Associate. The role involves providing accurate and timely information to investors and collaborating with various internal teams. Job Responsibilities. Collect, monitor, and maintain LP subscription documents for new fundraises. Serve as primary point of contact for investor onboarding inquiries. Record and m...
Compensation. $80K - $85K base salary bonus (up to 15%) benefits. Our client is a boutique advisory firm that provides financial advice and practice management support to independent Financial Advisors. They are seeking to add an Investment Operations Associate to their team. This Associate is the point person for multiple advisory teams. Responsibilities are primarily investment operations-related, however, the Investment Operations Associate al...
Job Title: Investment Operations Analyst Associate. Location: New York, NY / West Palm Beach, FL (HQ). Goanna Capital Management LLC (“Goanna”) is a private markets focused investment firm: (. https://www.bloomberg.com/news/articles/2025-01-13/goanna-seeks-1-3-billion-for-bets-on-highly-coveted-startups. ). Role Overview. We are seeking an Investment Operations Associate who has experience with fund accounting / reporting / operations. The ideal ...
About Savvy Wealth. Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re buildi...
