Operations Associate - Wealth Management

Follow

A successful niche wealth manager is looking for a talented person to join their collegiate investment operations team.

The team you will be joining is responsible for post-trade activity. This includes trade reconciliation, corporate actions, custodian management and client reporting.

We are looking for someone who has the following:-

• Exceptional attention to detail with the ability to work in a regulated environment and follow processes.
• Proven experience in interpreting and working with financial data including good Excel skills.
• The ability to learn new concepts quickly and thoroughly.
• Team-player

This is an excellent opportunity for someone who wants to forge a career in operations within a company that has a proven track record in managing their clients' wealth.