« Back to Summary Apply now >

Operations Associate

  • Compensation: $80,000 - $100,000 Per Year Plus Bonus
  • Location: Boston, Massachusetts
  • Type: Perm
  • Job #21555

Large asset manager with both institutional and private wealth clients is hiring an Operations Associate to join their lean Operations Team. 

The Operations Associate will be part of a team that is responsible for the support and assistance to clients, consultants, custodians and brokers. They will handle all portfolio accounting as well as monthly/quarterly tasks related to the portfolios. 

Responsibilities

  • Perform Client Service requests such as wire and check requests, general tax inquiries, address updates, and miscellaneous account questions
  • Field calls from clients, brokers, custodians & consultants to assist with general requests
  • Perform asset and cash reconciliation at the portfolio and communicate with custodians to resolve discrepancies
  • Update performance, pricing & index information

Qualifications

  • 5+ years of operations experience within the financial services industry
  • Bachelor’s degree
  • Prior experience at a Registered Investment Advisor preferred

 

Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!


Like what you just read and think its worth sharing? Sharing is caring.