Investment Operations Assistant Jobs
JOB SUMMARY Investment/ Operations Executive Assistant will support the investment firm in all aspects of the registered investment advisory business. Experience in the investment management field and Series 7 and 63 licenses are required. You will be responsible for, but not limited to: client servicing, managing incoming calls, scheduling and maintaining calendars, preparing paperwork, and manag...
Company Confidential New York, NY
My client a large and established registered investment advisory firm located in Midtown Manhattan seeks a detail oriented individual for an entry level position in their operations department. The firm provides investment management and financial planning services for high net worth individuals and families. Primary Responsibilities: - Execute daily tasks including account opening, account reconc...
Job Description: Company in West L.A. needs an Operations Assistant who wants to work with a successful investment office. Will be responsible for managing all financial paperwork for new and existing clients from start to finish. Prior operations experience or investment industry experience ideal. Proficiency with MS Office preferred. Salary up to $40K with great benefits. We are an equal employm...
Prestigious investment firm is looking to hire an Office Assistant for an immediate opening in their Boston office!! In this role, you will support general office operations and senior executives with business and personal matters which will include meeting coordination and travel coordination; answering phones and backing up the Receptionist; tracking expenses; running personal errands. The quali...
Assistant Trader – Chilton Capital Management Company Description: Chilton Capital Management, located in Houston, Texas,is a dynamic, employee-owned firm providing investment advisory and trust services to institutions and private clients. Position Summary: The Assistant Trader works directly for the Director of Trading, monitors and manages large volumes of trades, updates data in systems and en...
Department Description JPMorgan Chase Audit Department provides independent and objective assessments designed to evaluate the firm’s internal control structure, evaluate the organization’s compliance with laws and regulations and identify opportunities for process and control improvements. The Audit Department helps the firm accomplish its objectives by bringing a systematic, disciplined approach...
Investment Operations Analyst NewYork-Presbyterian Hospital (NYP), a non-profit organization, is one of the most comprehensive university hospitals in the world, with leading specialists in every field of medicine. As a single institution, it is composed of two renowned medical centers, NewYork-Presbyterian Hospital/ Columbia University Medical Center and NewYork-Presbyterian Hospital/Weill Cornel...
Operations Coordinator/ Executive Assistant (Cambridge) This is an excellent opportunity to join our small financial planning practice located in Cambridge. The position we have open right now is for a candidate who likes to be busy and challenged in their position. The ideal candidate will be experienced in handling a wide range of administrative and executive support related tasks and will be ab...
Assistant Manager, Hedge Fund Operations – Strong salary + bonus Exciting opportunity to join a top Boston investment firm as an Assistant Manager on their Investor Services Operations team. The Assistant Manager will assist with the oversight of the department’s administration and operations functions. Duties will include managing various projects, daily interaction with investors in regards to a...
Company Confidential Austin, TX, 78721
JOB TITLE:Sales Representative/Operations Assistant General Summary: Achieves maximum sales profitability, growth and account penetration within the 5 county Austin, Texas market segment by effectively selling and administrating the company’s products and/or related services.Personally contacts and secures new business accounts/customers. Assist Sales Manager with daily product inquiries, sales an...
ASSISTANT DIRECTOR OF OPERATIONS The Metropolitan St. Louis Sewer District (MSD) is a MissouriState 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 anticipates spending approximately $4.7 billion on capital investment and asset sustainability over a multi-decad...
Position Description The Human Resources Shared Services (HRSS) function is a key component of AIG’s HR Target Operating Model and partners with HR Business Partners (HRBP) and HR Centers of Excellence (COEs) to support business objectives, provide a wide variety of HR service delivery functions, process HR transactions, and administer various HR functions in order to significantly reduce HRBP and...
The JP Morgan Securities division is a full-service brokerage firm, operating in a boutique atmosphere within the larger Asset Management line of business. We act as both a broker and an advisor as necessary to satisfy our clients' investment management needs. The JPMS Middle Office services primarily the equity trade desk for retail and institutional clients within the JP Morgan Securities divisi...
Assistant Manager Experience Aeropostale! The true spirit of Aeropostale is in the people who work hard each and every day to help achieve success for the brand and for each other. Aeropostale employees are smart, creative, energetic, talented, and diverse individuals who embrace the core vision, mission, and values of the company. Aeropostale has become one of the fastest growing and most recogni...
Hines is a privately owned real estate firm involved in real estate investment, development and property management worldwide. Hines is one of the largest real estate organizations in the world. Hines seeks managers to enter into a challenging career in facilities management. The Assistant Facilities Manager will take ownership of certain elements of the facilities operations scope of work, manage...
Job Description: We are searching for a knowledgeable and self-motivated individual to support the firm on a part-time basis (15 – 20 hours per week) in connection with its database entry and maintenance, general office management and day-to-day activities. Knowledge of Microsoft Excel, database management and a willingness to learn new software is required. The individual in this position will: ·...
TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client experiences to our approximately 19 million customers. We’re an award-winning organization that reinvests constantly to ensure future growth. We’re...
SWS Group, Inc. (NYSE-SWS) is a Dallas-based, full-service securities and banking firm that delivers a broad range of investment and related financial services through its subsidiaries: Southwest Securities Inc., Southwest Securities FSB, SWS Financial Services Inc., and Southwest Insurance Agency. Clients of the company include individual and institutional investors, broker/dealers, corporations,...
Position Description: The firm is seeking an ambitious, highly motivated, detail oriented, confident individual to fill a unique position as the Sales Assistant to a team of wealth management, life insurance and corporate benefit advisors. This opportunity combines marketing, client service, investment operations and social media while continuing to promote successful growth of the firm. Responsib...
Seeking an energetic and self-motivated Administrative Assistant / Office Manager that enjoys wearing many hats in a fast growing private equity investment fund based in the Chicago loop. This Administrative Assistant / Office Manager will work directly with the firm’s three founding Managing Partners to help manage various day-to-day operations of the company. Ideal candidates are self-starters t...
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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
Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.
Recommend investments and investment timing to companies, investment firm staff, or the investing public.
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