Job Description. High Trail Capital, an institutional investment firm focused on direct investments into public companies utilizing equity-linked securities, is looking to hire a full-time Investment Operations Manager for a hybrid opportunity in the New York metropolitan area. Firm. Founded in 2019, High Trail has completed over 50 transactions across 7 different sectors. Role. As a member of a small investment team, the Investment Operations Ma...
Investment Operations Manager. Location. Indianapolis, 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...
Investment Operations Specialist. . ABOUT INTEGRUM WEALTH. . At Integrum Wealth, we provide holistic financial planning that considers every dimension of our clients' lives. Our thoughtful, comprehensive plans are designed to meet people where they are and guide them toward a future with clarity and confidence. We take time to truly know our clientstheir dreams, values, and concerns so we can create tailored strategies that serve them in every se...
Investment Operations Manager. 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 ...
Investment Operations Manager. . Patient Capital Management, LLC is a team of investment professionals dedicated to maximizing the long-term wealth of its investors. We firmly adhere to a value-driven, research intensive investment process. We are patient, long-term investors who invest with a longer time horizon than the market, which we view as a competitive advantage. The Firm is responsible for assets under management of $2.0B and is located ...
Investment Operations Manager. . Patient Capital Management, LLC is a team of investment professionals dedicated to maximizing the long-term wealth of its investors. We firmly adhere to a value-driven, research intensive investment process. We are patient, long-term investors who invest with a longer time horizon than the market, which we view as a competitive advantage. The Firm is responsible for assets under management of $2.0B and is located ...
A dynamic and fast-paced investment advisory firm based in Oakbrook Terrace, Illinois, is seeking an Investment Operations Manager to oversee the day-to-day operational functions of the firm's Registered Investment Advisor (RIA) platform. Reporting directly to the COO, this individual will serve as the main point of contact for custodial relationships and client operational requests while supporting trading, reporting, and data management functio...
Investment Operations Manager. About PAX Financial Group. PAX Financial Group is a San Antoniobased Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact. Rooted in faith and inspired by 1 Timothy 6:1719, we believe wealth is a responsibility, not just a resour...
