Investment Operations Specialist
October 22
🇺🇸 United States – Remote
💵 $60k - $75k / year
⏰ Full Time
🟢 Junior
💸 Financial Planning and Analysis
🚫👨🎓 No degree required
🦅 H1B Visa Sponsor
Description
• Vise is seeking an Investment Operations Specialist to manage onboarding and internal operations • Collaborate with Client Success, Investment Operations, and Finance teams • Support daily processes for reconciling client account data • Resolve account issues at custodians and on the Vise platform • Create and optimize internal processes for data collection and onboarding
Requirements
• Minimum of two to four years of experience in a financial services operations role • Experience working in middle and back office operations supporting SMAs for clients of registered investment advisors (RIAs) and/or broker-dealers • Familiar with RIA custodian platforms such as Schwab and Fidelity • Experience with Advent Portfolio Exchange (APX) for portfolio accounting and reporting • Proficient in Google Workspace, Excel, Word, and PowerPoint tools - Python and SQL a plus
Benefits
• Competitive salary and equity • Unlimited PTO and great benefits, including $1 medical insurance • 401k plan with generous matching and self-directed brokerage account option • Access to investment management and free financial advice from one of our partner RIA firms • Paid lunches at our NYC office • Career growth and development opportunities
Apply NowSimilar Jobs
October 20
Investment Banking Analyst for mergers and acquisitions in a remote capacity.
October 20
Investment Banking Analyst role focusing on M&A and financing assignments.
October 20
Remote Investment Banking Analyst for mergers and acquisitions in disruptive consumer companies.
October 20
Investment Banking Analyst for mergers, acquisitions, and financing assignments.
October 20
Join a growing organization executing mergers and acquisitions for consumer companies.