A local independent investment firm with more than $11B in AUM is looking for an Investment Operations Associate.
This person will take a leading role in supporting investment and accounting operations at the firm. This role encompasses client account onboarding, maintenance, client billing, portfolio accounting, performance reporting, trading, reconciliation, firm-wide reporting, amongst other functions. This person will work across departments in a highly collaborative and flat organization and will interface with external parties such as brokers and custodian banks.
We are looking for an operationally focused candidate that has knowledge of GIPS compliance and 3-5+ years of experience. We are looking for an analytical, detail-oriented person who isn't afraid to dig into problems, provide solutions and create efficiencies. Knowledge of investment/financial services is a strong plus.
*On-site 2-3 days a week, in a gorgeous office space in Downtown St. Paul.
If you’re interested in hearing more, please reach out to jamende@skywatersearch.com.
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