Investment Operations Assistant Jobs
J. P. Turner & Company, LLC, a fast growing, successful securities firm is seeking a highly motivated, hard working Investment Operations Assistant/Sales Assistant to join our winning team and work in our Lexington, South Carolina office. If you are currently working in the securities, finance, banking or insurance industry and feel you are being held back we would be very interested in talking wi...
Investment Operations Associate Growing investment firm just outside of Boston is seeking an Operations Associate to join their dynamic team! The Operations Associate will interact with all departments within the firm and work closely with custodians and the portfolio management software team. The Associate will be responsible for trade processing, reporting, account maintenance and setting up ne...
RESPONSIBILITIES: This is an entry level position performing routine duties to support client investment management operations. Investment Management Operations Analyst responsibilities include: Setup and maintain databases and client files, process and confirm trades, research routine errors, failures, and inquiries Resolve discrepancies and takes action on routine matters and inquiries from ...
Our client is currently seeking an Investment Management Operations Analyst This is a 5 month Contract position, with a possibility to extend Our client is a leading provider of financial services, with operations in 29 countries and more than 29,000 employees worldwide. They have more than $2.4 trillion in lendable assets, and are the number 1 provider of US mutual fund custody and accounting s...
Act as a liaison between the company's internal sales force and the clearing firm (Pershing). Execute all requests - both internal and external. * Open all customer "new accounts" in the Pershing and company proprietary systems. * Track and maintain all customer account documentation. * Ensure that all transactions are accepted by the Pershing System via Bloomberg TOMS link. * Act as liaison o...
Eley-Graham Financial Advisory Services, Inc. 334 W. 84th Drive Merrillville, Indiana 46410 Position Description Job Title: Financial Planning and Investment Assistant Department(s): Financial Planning Status: Exempt, health insurance and profit sharing benefits available. Two weeks paid vacation after first full year. Reports to: President, Senior Advisor and Business Manager This is a su...
SS&C Technologies Evansville, IN, 47712
Assistant Manager – Investment Operations and Accounting-Evansville, IN Headquartered in Windsor, CT and with offices throughout North America, Europe, Asia, and Australia, SS&C provides the global financial services industry with a broad range of highly specialized software, software enabled-services and software as a service (SaaS) solutions for operational excellence. We deliver mission-critic...
Summary: Assists department in the implementation of its principal goals, including (i) identification and discussion of macro risk factors that might affect core business lines (leveraged loans, CLOs, project finance general corporate finance); (ii) establishing frameworks and processes to improve the Branch’s managerial oversight of its operations, including development and refinement of Branch...
BNY MELLON Somerset, NJ
Operations Admin I - Alternative Investment Servicing (Job Number: 1414240) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services ...
Textron Inc. Providence, RI
Description Position Title: Sr. Analyst, Investment Operations & Compliance Department: Treasury Location: Providence, RI Reports To: Assistant Treasurer, Chief Investment Officer JOB SUMMARY Textron’s Investment Management team seeks an individual with excellent analytical, communication and project management skills to assist in managing the operational complexities associated with Textron...
The Role: The position will provide service excellence to clients and advisors while supporting operational and administrative areas including but not limited to: account opening, account transfers, investment processing, direct check and application business, mutual funds, annuities, cash movement, retirement accounts and other various tasks and responsibilities integral to the success of the br...
Operations Assistant, Reconciliations - The Operations Assistant is responsible for the reconciliation with custodial statements of the firm's portfolios. The Operations Assistant is part of the Operations department at Westfield Capital. This person will work with their department members to ensure the smooth operation of the firm. Requirements The individual should be a self-starter and be wil...
ASSISTANT OPERATIONS SUPERVISOR (Treatment Plant) The Metropolitan St. Louis Sewer District (MSD) is a Missouri State special purpose political subdivision that is responsible for the St. Louis area’s storm water and sewer collection and treatment. MSD ranks in the nation’s top wastewater utilities, and is a major contributor to the health and environment of the St. Louis area. We anticipate spe...
DUTIES/RESPONSIBILITIES: Coordinate and manage company Appraisal process, which occurs quarterly and consists of working with an outside appraisal firm and in-house Portfolio Management and Investment teams to set up quarterly appraisals, schedule due dates, monitor progress, distribute and store documents and ensure completion of the process. This is an ongoing and critical function of the posit...
125k-175k Huge Bonus!!!! Leading global investment firm/hedge fund is looking for an effective and experienced Office Manager to join its organization working out of New York City, with flexibility to visit regional office, easily reachable by Metro North once a week. In this role, you will need to work collaboratively in directing and motivating the team, overseeing the facilities, reception an...
Job Description Title: Financial Services Operations Assistant Overview: The GenWealth Group is a Registered Investment Advisor offering comprehensive wealth-management, retirement planning and investment management services. We are seeking a Operations Assistant to be actively involved in supporting the sales and service of investment and insurance products to our clients. You will be account...
Career Group San Francisco, CA
Investment Banking Firm has an immediate need for a Jr. Administrative Assistant. This is an excellent opportunity to get your foot in the door of a prestigious firm that offers growth opportunities. In this vital role, you will take ownership of administrative assignments and greet visitors and guests, manage phone traffic and direct all incoming office correspondence. This firm offers great gro...
Leading Global Entertainment Firm has an immediate opportunity for a corporate Executive Assistant to support a C-level Executive. This is an amazing opportunity for a confident, accomplished, and motivated candidate to act as a vital right arm and support a high-power executive team. The successful candidate will engage with this firm at the highest level and gain exposure to many facets of this ...
Global Investment Firm is actively seeking a temporary Office Services Assistant. In this position, you will be responsible for managing invoices and inventory, organizing correspondence and presentation materials and maintaining office facilities. The temporary Office Services Associate will also coordinate office moves, communicate with vendors, and schedule on-time deliveries. This role is perf...
The investment assistant will provide support to the investment function of the Trust & Investment Services Department. The broad range of responsibilities include portfolio maintenance, daily trade operations, general adminis..." /> Investment Assistant Tracking Code 14 - 268 Job Description Job Description The investment assistant will provide support to the investment function of the Trus...
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Finance Career Tools
Investment Operations Assistant
$20,800.00 - $112,308.00
Typical Salary for Investment Operations Assistant
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Investment Operations Assistant
Supports investment operations by collecting, verifying, and recording information.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Attention to Detail
Prices portfolios by interfacing with the pricing source and downloading into the investment system.
Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.
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