Investment Operations Specialist/ Advisor Asst. - Nashville, Tennessee United States - 24942



JOB DESCRIPTION

Job #: 24942
Title: Investment Operations Specialist/ Advisor Asst.
Job Location: Nashville, Tennessee - United States
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Investment Operations Specialist

A top tier, fee-only RIA, with offices in Nashville, Tn.

This is a long-term career opportunity for a sharp self-starter, who can handle a fast-paced environment, team work and is willing to learn all aspects of operations.  

Great comp structure with 401k, profit sharing and pension plan.  You grow as the firm grows.  

 

 

JOB DESCRIPTION

 KEY RESPONSIBILITIES 

The Investment Operations Specialist/ Advisor Asst. is responsible for performing the daily activities of the practice and will report directly to the Advisor. This includes the functions of portfolio accounting and administration, trading, billing, setting up client portals, assisting with tax reporting, and preparing a variety of other ongoing and special reports. 

 

QUALIFICATIONS

QUALIFICATIONS 

Minimum Qualifications: 

  • Bachelor’s Degree: Business, Finance, or related field preferred
  • 4+ years’ experience in Investment Operations
  • 4+ years’ trading experience
  • Working knowledge of financial terms and concepts

• Advanced knowledge of Microsoft Excel

Desired Competencies: 

  • Curiosity and a desire to continue learning and developing.
  • Detail-oriented with strong follow-through and communication skills 
  • A positive attitude, strong work ethic, and ability to work individually as well as within a team
  • Ability to work in a fast-paced environment
  • Outstanding quantitative analytical skills
  • Experience using Tamarac Advisor View, or other portfolio management software, is highly
    preferable
  • Experience using Tamarac Rebalancing, or other trading software, is highly preferable 

Education:
University - Bachelor's Degree/3-4 Year Degree

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