Investment Operations Analyst

About us

Koss Olinger was founded in 1969 by Bill Koss and Bill Olinger. The firm was born from a desire to be entirely independent, giving us the freedom to use our client’s best interest as our only guide without being beholden to any one company and product.

Over the years our team has grown, the industry and regulations have evolved, and the world has certainly changed, but one thing that has never changed is our commitment to doing only what is best for our clients every single time.

In the last five decades our team has grown significantly. We now have a support staff of over 25 and three generations of advisors to continue Koss Olinger for the next 50 years. While we began in Gainesville, Florida, and still have many clients in the area, we also have clients in over 30 states.

**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):

https://portal.cultureindex.com/public/survey/general/985PTpuuc0

Job Description

The Investment Operations Analyst/Junior Trader is an entry-level position in the Investment Department that supports the asset management function of the firm. This dynamic, fast-paced, and detail-oriented position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality.

Roles and Responsibilities

--Trading Support

• Updating trading, good-til-cancelled, and municipal disclosure blotters
• Daily upload into Tamarac’s portfolio rebalancing software
• Supervised trading responsibilities for an assigned book of business
• Supervised trading responsibilities for other platform business

--Investment Client Support

• Assisting with client and advisor inquiries for assigned book of business
• Assisting with reporting issues for assigned book of business

--Asset Class Research

• Ad hoc Investment Advisory Committee (IAC) projects
• Asset class research

--Support of 401k business investment manager selection

--Other Responsibilities within the Investment Department as needed such as:

• Quarterly and annual reports, which may include realized gain/loss reporting, year-end composite reporting, Morningstar separate account database reporting, model portfolio updates in Morningstar, among others
• Operational support for investment issues related to billing, investment policy statements and private market subscriptions
• Assisting with compliance needs within the department
• Uphold compliance via following company’s policies and procedures
• Maintain templates and workflows

Qualifications and Education Requirements

Minimum Education Required: Bachelor’s Degree

Preferred: Bachelor’s degree in Business, Economics, Mathematics, Engineering, or related

Key Skill Traits: Must be highly detail oriented, highly organized, self-starter, work independently and collaboratively, have strong customer orientation, interpersonal and communication skills

Continuing Education and Development: Series 65 strongly recommended as well as an interest in pursuing the CFA, CAIA, or other designation in the future.

Minimum Experience Required: 2024 graduates encouraged to apply

Preferred Experience: Finance related experience is a bonus

Salary Range

Salary range is $50K to $55K based on experience

Additional Notes

Role reports to Managing Director of Investments/Senior Investment Analysts

**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):

https://portal.cultureindex.com/public/survey/general/985PTpuuc0

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

Education:

• Bachelor's (Required)

Work Location: In person

Salary : $50,000 - $55,000