Investment Operations Assistant Jobs
Fusion Capital Management is an SEC Registered Investment Advisor firm located in the Dallas/Fort Worth, TX area. Fusion is a rapidly growing firm which currently advises over $160,000,000 of assets under management. Fusion offers extensive back office support for financial professionals in order to provide unsurpassed customer service to our mutual clients. We provide customized wealth management...
Wintrust Wealth Management, a premier investment firm headquartered in the heart of Chicago, is seeking a Registered Investments and Operations Assistant for its subsidiary, Wayne Hummer Investments, LLC. Your job as is to lead the daily operations of a growing team to ensure service excellence for clients. You will help the team develop, administer and support a high-touch service model for all a...
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...
National investment management firm seeks qualified individuals with former experience working in the investment or financial services industry for an administrative position. Requirements are: Previous experience in the financial industry, self-starting and high-energy personality, excellent telephone skills, fluent in IBM-based computer systems. Will report directly to the Chief Investment Offic...
Park Wealth Management, Inc. – Torrance, CA Investment Operations and Marketing Assistant I am seeking a motivated and energetic professional to assume the role of Investment Operations and Marketing Assistant. I have been a Financial Advisor for almost 25 years and currently rank in the top 20% of all producers at LPL Financial. I am looking to hire part time for 20 – 30 hours per week. Job Pu...
Job Description Job Title: Investment Advisory Assistant Department:Raffa Wealth Management Reports To:Director of Operations Job Summary: This administrative position will support all areas of Raffa Wealth Management’s internal operations. The investment advisory assistant position at Raffa Wealth Management may range from approximately 30 hours weekly to full time. The role of this administ...
140061947 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, discipli...
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...
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...
Company Confidential Las Vegas, NV, 89145
We are a growing family office located in Las Vegas, Nevada. The investment assistant is a full time position that will provide support functions for the asset management team. The broad range of responsibilities include: portfolio maintenance, daily trade operations, portfolio reporting, statement reconciliations, loan compliance as well as general office admin duties. As the firm grows there wil...
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 Operations Assistant is responsible for facilitating the effective operations of the Brokerage & Insurance Operations group through reporting, analysis, issue resolution, process improvement, administrative and functional support activities as well as delivering optimum customer service to both internal & external customers. The Operations Assistant maintains current knowledge of all applicabl...
The Investment Company Institute is the national trade association of U.S. investment companies. Founded in 1940, ICI seeks to encourage adherence to high ethical standards, promote public understanding, and otherwise advance the interests of funds, their shareholders, directors, and advisers. The Operations and Law departments at ICI are currently looking for Administrative Assistants to join th...
Job Description JPMorgan Chase & Co.(NYSE: JPM) is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. The JP Morgan Chase Audit Department provides th...
Job Description JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. Department Description The JPMorgan Chase & ...
JP Morgan Austin, TX
140112221 About J.P. Morgan Chase & Co. J.P. Morgan is a leading global financial services firm with assets of %242.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. Information about J.P. Morgan is availabl...
140110218 JPMorganChase & Co.(NYSE: JPM) is a leading global financial services firm with assets of %242trillion and operations in more than 60 countries. The firm is a leader in investmentbanking, financial services for consumers, small business and commercialbanking, financial transaction processing, asset management, and privateequity. The JP Morgan Chase Audit Department provides the Board o...
140065168 JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of %242.4 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. Department Description The JPMorgan Chase & Co A...
MetLife Field Office Morristown, NJ
Job Location Morristown NJ Job Description Summary of Responsibilities: The Assistant Vice President – Audit position reports to the Vice President of NY/NJGlobal Investments and Finance and provides leadership and management for the Internal Audit team as it relates to Treasury, Risk Management and Investments. The position supports the Vice President in his leadership of the Internal Audit D...
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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
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports, using computer.
Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.
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