Job Summary:
Our firm is a $300M+ Registered Investment Advisor in Orlando, Florida specializing in high-net-worth individuals and families.
We are looking for a motivated and experienced Operations Associate who is detail-oriented and also interested in Investment Analysis to join our team. This person will be responsible for performing tasks and assisting in managing daily business operations for our company. We are looking for someone with excellent organizational skills as they will be responsible for several administrative duties across multiple departments. In addition, they should have sound judgment, are proactive and solution-orientated, able to use initiative, and work independently when needed but also be a team player.
The ideal candidate will also possess strong analytical skills and financial acumen to support investment decision-making processes.
Responsibilities:
-Assist the Operations Manager in daily system management
-Performing some administrative tasks as it relates to operations and advisor support
-Maintain special project schedules by assisting in the implementation of new systems
-Becoming an expert in all operation systems Orion, Redtail, Pontera, FortressClick and Wealthscape being the primary ones
-Financial & Tax Planning Support by assisting in the preparation of investment reports and presentations
-Firm Trading
-Monthly billing and statement generation
-Assist in implementing operational changes to adhere to compliance regulations
- Investment & Market Research along with Investment Due Diligence
-Develop financial models and forecasts to support investment strategies
Experience:
- Bachelor's degree (related field preferred)
- Prior experience as an Operations Associate or similar role (3 year minimum)
- Strong analytical and organizational skills
-Ability to work under pressure and navigate multiple requests at once
- Highly developed attention to detail
Nice-to-have Skills:
- Experience with analytics tools for investment analysis
This is a paid position with opportunities for career growth within our ever developing team. If you meet the qualifications and are ready to contribute your expertise to our operations team and investment strategies, we encourage you to apply.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
Experience:
- Operation: 2 years (Required)
- Analytics: 2 years (Preferred)
Ability to Commute:
- Winter Park, FL 32789 (Required)
Ability to Relocate:
- Winter Park, FL 32789: Relocate before starting work (Required)
Work Location: In person