Job description

As an Investment Operations Associate, you will play an integral role in providing support across the Operations, Compliance, Investment, Marketing, Reporting and Analytics functions. This 'jack-of-all-trades' role will support all departments through detailed analysis and reporting to provide data driven results.

Key Responsibilities:

Track account inflows and outflows.
Understand details of the firm’s investment strategies.
Research, track, analyze, and report on both internal company and external market analytics.
Research information on current/past capital markets and domestic and global economy.
Update the firm’s marketing materials with updated strategy data each quarter.
Report firm and strategy data to investment management databases.
Provide data and analysis to other departments.
Assist with preparation and completion of reports filed with regulatory agencies.
Create and manage invoicing processes by accurately compiling and transferring fee data into a streamlined format.
Maintain documentation according to the firm’s policies and procedures.
Contribute to weekly and quarterly market and strategy commentaries.
Complete due diligence questionnaires from our partners.
Contribute to RFPs for potential clients.
Maintain performance composites in line with the Global Investment Performance Standards for all of the firm’s investment strategies.
Collaborate and strategize with leadership to implement and produce effective internal and external partnerships.
Champion best practices across supported teams.
Perform other duties as assigned or required.

Essential Business Experience and Technical Skills:

At least 3-5 years of relevant work experience within the financial services industry is preferred.
Bachelor’s degree in finance or related field required.
Proficiency with Microsoft Excel, Word, and PowerPoint is required.
Strong verbal and written communication skills.
Experience using Orion or a similar portfolio accounting system is preferred.
Experience using Redtail or a similar CRM system is preferred.
Experience in creating and maintaining cross-functional partner relationships.
Resourceful nature; self-motivated and directed in accomplishing tasks.
Strong analytical skills and knowledge of the financial services industry - experience with SMAs and ETFs is preferred.

Capital Wealth Planning, LLC

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Investment Operations Associate