Investment Operations Associate

About the Role

The Investment Operations Associate is a full-time, hybrid role responsible for day-to-day investment operations.

Key Responsibilities

• Day-to-day investment operations, including trade support, account setup and maintenance, cash movements, and reconciliation of positions and transactions.
• Processing and verifying data in portfolio management and custodial systems.
• Investigating and resolving operational breaks.
• Ensuring accurate reporting to internal stakeholders and clients.
• Maintaining documentation.
• Supporting audits and compliance requests.
• Collaborating with advisors, custodians, and vendors to resolve issues promptly.
• Consistent adherence to policies, procedures, and regulatory guidelines.
• Contributing to process enhancements and operational efficiency.

Requirements & Tech Stack

• Proficiency with spreadsheets and financial software (e.g., Excel, portfolio/accounting systems, custodian platforms).
• Comfort working with large data sets.
• Ability to work effectively in a hybrid environment, collaborating in person in Troy, MI and independently from home.

Qualifications

• Strong analytical and quantitative skills, with the ability to reconcile data, identify discrepancies, and interpret investment-related information.
• Excellent organizational and time-management skills, including the ability to manage multiple tasks, meet deadlines, and maintain high accuracy.
• Clear written and verbal communication skills for interacting with internal teams, custodians, and clients in a professional manner.
• High attention to detail, sound judgment, and commitment to maintaining confidentiality and regulatory compliance.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field, or equivalent practical experience in investment operations or financial services.
• Prior experience in investment operations, brokerage, wealth management, or similar financial services roles is preferred.
• Interest in capital markets and investment products; progress toward or interest in professional designations (e.g., CFA, CFP) is a plus.