investment operations associate in minneapolis

posted
contact
nathan garside, tatum executive services
job type
permanent
salary
US$ 50,000 - US$ 70,000 per year
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job details

posted
location
minneapolis, minnesota
job category
Administrative & Support Services
job type
permanent
working hours
9 to 5
salary
US$ 50,000 - US$ 70,000 per year
experience
3 Years
reference number
495879
contact
nathan garside, tatum executive services
phone
612-313-7997

job description

job summary:

Our client, a value-based investment management firm that manages separate accounts for individuals, families, trusts, retirement funds, and institutions is adding a member to their team!

This is a unique opportunity to join a growing, highly entrepreneurial office; and chance to take ownership of several key functions within the company.

This position has high visibility and access to senior level decision makers.

  • Work with a owner-operated $1B HNWI advisor who select individual stock investments and manages client portfolios.
  • A small personable office, on a high floor of a desirable downtown office building.
  • Great perks such as an upmarket office, social arrangements, competitive compensation with great growth potential, and free downtown parking.
 
location: Minneapolis, Minnesota
job type: Permanent
salary: $50,000 - 70,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 3 Years
 
responsibilities:
  • Back up reconciliations for a trader, have a strong attention to detail and ability to multitask, reconciliations are completed daily
  • Maintain performance statistics on marketing materials, company website, internal and external databases
  • Maintain and update company website
  • Manage quarterly mailings to clients (account statements, marketing materials)
  • Ensure client and data uploads successfully completed on daily basis
  • Assist firm's Director of Client Operations with daily tasks
     
    qualifications:
    • University Degree, ideally in Finance, Accounting, Mathematics or Economics
    • 3+ years in operations in the financial industry (experience with equities preferred)
    • Excellent customer service
     
    skills: Investment Management, Banking Operations, Operational and Strategy Alignment, Documentation of Operations, Operational Efficiency Improvement

    Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

    skills

    Investment Management, Banking Operations, Operational and Strategy Alignment, Documentation of Operations, Operational Efficiency Improvement

    qualification

    • University Degree, ideally in Finance, Accounting, Mathematics or Economics
    • 3+ years in operations in the financial industry (experience with equities preferred)
    • Excellent customer service

    responsibilities

    • Back up reconciliations for a trader, have a strong attention to detail and ability to multitask, reconciliations are completed daily
    • Maintain performance statistics on marketing materials, company website, internal and external databases
    • Maintain and update company website
    • Manage quarterly mailings to clients (account statements, marketing materials)
    • Ensure client and data uploads successfully completed on daily basis
    • Assist firm's Director of Client Operations with daily tasks

     

      educational requirements

      Bachelor's degree