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$97k-146k (estimate)
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Investment Operations Specialist
Horizon Investments Charlotte, NC
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$97k-146k (estimate)
Full Time 1 Week Ago
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Horizon Investments is Hiring an Investment Operations Specialist Near Charlotte, NC

We are seeking a highly organized and detail-oriented Investment Operations Specialist to join our dynamic team at Horizon Investments. In this crucial role, you will support our investment management operations by handling account openings, managing trading operations, and overseeing brokerage services. This position is ideal for a proactive individual with a solid foundation in the financial services industry, looking for an opportunity to contribute to and grow with a leading investment firm.

Key Responsibilities:

  • Facilitate the opening of new investment accounts, ensuring compliance with regulatory requirements and internal policies.
  • Execute trades across multiple asset classes, maintaining accuracy and efficiency in a fast-paced environment.
  • Coordinate with brokerage firms to ensure smooth processing of transactions and resolution of any issues.
  • Monitor and verify all trading activity, ensuring alignment with client goals and risk profiles.
  • Develop and maintain relationships with key internal and external stakeholders to enhance operational efficiency.
  • Assist in the implementation of new technologies and processes to improve trading and brokerage operations.

Qualifications:

  • Bachelor's degree in Finance, Economics, or a related field.
  • At least 2-3 years of experience in investment operations, specifically with account opening, trading, and brokerage services.
  • Strong understanding of financial markets and investment products.
  • Proficient in using trading and portfolio management software.
  • Exceptional analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively both independently and as part of a team.

What We Offer:

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A collaborative and supportive work environment.
  • Exposure to advanced market technologies and tools.
  • If you are motivated by the challenge of contributing to the success of our operations and thrive in a fast-paced, collaborative environment, we encourage you to apply for this exciting opportunity at Horizon Investments. Please submit your resume and a cover letter detailing your relevant experience and why you are the best fit for this role.

Job Summary

JOB TYPE

Full Time

SALARY

$90k-135k (estimate)

POST DATE

04/27/2024

EXPIRATION DATE

05/16/2024

WEBSITE

icbcglobal.com

HEADQUARTERS

Memphis, TN

SIZE

<25

INDUSTRY

Business Services

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The following is the career advancement route for Investment Operations Specialist positions, which can be used as a reference in future career path planning. As an Investment Operations Specialist, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Operations Specialist. You can explore the career advancement for an Investment Operations Specialist below and select your interested title to get hiring information.