What are the responsibilities and job description for the Investment Operations Associate position at The Method Staffing?
We are currently working with an amazing Financial services company with over 25 years of alternative investment experience, is looking for a Investment Operations Associate to join Their team in their Miami headquarters. The individual will primarily be responsible for ensuring the smooth functioning of all investment-related operational processes, including trade execution, account reconciliation, reporting, and other processes.
Responsibilities:
- Interacting with banking and other counterparty relationships to price securities, facilitate trade execution, and solve operational issues
- Coordinating with different internal groups, including Portfolio Managers, Accounting Team and Family Assistants, to ensure smooth functioning of various operational processes
- Facilitating monthly client reporting and presentation process
- Generating trade instructions
- Ensuring that compliance protocols are meticulously followed
Requirements:
- 3-5 years’ work experience in financial services with strong knowledge of financial products and markets
- Strong knowledge of Excel, PowerPoint, and Bloomberg
- Excellent communication skills; both verbal and written along with superior math skills
- Flexibility to deal with a fast-paced, diverse individuals and environment
- Highly organized; ability to handle multiple tasks and apply judgment to continually prioritize
- An undergraduate degree in business, finance, accounting, engineering, or related degree preferred
Salary : $100,000 - $115,000
