Job DescriptionJOB TITLE: Investment Operations Analyst
COMPANY: Single family office
LOCATION: New York, NY
JOB TYPE: Full-time
SCHEDULE: Hybrid (Mon–Thu in the office); must be based in the New York area
Job Description:
We are seeking a passionate and detail-oriented Investment Operations Analyst to join the Investment Operations vertical of our Finance and Operations team. Reporting to the I...
Job DescriptionPartnering with a leading investment organization to identify an Investment Operations Analyst to join its growing team. The job is located in Midtown Manhattan, 4 days in office.
This is a great opportunity for a professional with a strong trade support background and exposure to financial markets and investment products, including equities and fixed income.
Key Responsibilities
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Job DescriptionOur client is seeking an Associate to join their Investment Operations team. The Associate will support a multi-asset-class investment platform and play an important part in the day-to-day operation of the platform, with responsibilities spanning client onboarding and implementation, investment and client data operations, portfolio reporting, systems, and ongoing investment activity....
Job DescriptionLocation: Charlotte, NC | Hybrid
Compensation: $75,000–$85,000 base salary + $5,000–$10,000 performance based bonus
Licenses: Series 7 required and Series 63 or 66 preferred
Experience: 2–5 years within wealth management
Our client is a growing wealth management practice dedicated to delivering comprehensive financial planning and investment management services to individuals...
Job DescriptionGoanna Capital invests in the most ambitious technology companies shaping the future of AI, SaaS, cloud, and frontier innovation. Our portfolio includes category-defining leaders such as Anthropic, OpenAI, Ramp, Rippling, and Neuralink.
Role Overview: We are seeking an Investment Operations Associate with experience in transaction operations, fund accounting, and reporting. The idea...
Job DescriptionFounded in 1997, Gresham Partners LLC is a $13.8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. We are seeking an intrinsically motivated, financial, and operationally minded team member for our Investme...
Job DescriptionInvestment Operations Associate
About Point Wealth Management:
At Point Wealth Management, a team within Northwestern Mutual, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this promise, our team gets to live lives they are proud of, do work that excites and challenges them, and...
Job DescriptionInvestment Operations Specialist II – Settlement Operations
Location: Charlotte, NC - CIC
Work Model: Hybrid – 3 days onsite / 2 days remote
Contract: 6-Month Contract with intended conversion to full-time based on performance and business need
Position Overview
Calculated Hire is seeking a Investment Operations Specialist to join a large financial services organization supporti...
Job DescriptionInvestment Operations Associate – New York, NY (onsite)
Asset management and holding company is looking for an Associate to join the Investment Operations Team. You'll be joining a nimble, experienced team focused on trade operations and reporting across various structured product asset classes, including private credit, broadly syndicated loans, asset-based leases and loans. Speci...
Job DescriptionDo you want to be part of a small company that appreciates you and where you feel a sense of belonging and valued for your contributions? Do you have experience in delivering a high-quality client experience in the investment industry?
This is an exciting part-time role (30 hours a week) for someone who is passionate about providing high-touch service and administrative support for ...
Job DescriptionWe are seeking a resourceful, detail-oriented Investment Operations Associate to provide high-level operational support to the firm’s Financial Advisors. The ideal candidate is attentive, growth-minded, highly organized, and committed to delivering a white-glove client experience. They should be comfortable working both independently and collaboratively, solving problems, and handl...
About the Job: Northwestern Mutual’s Investment Operations team supports the management of the company’s institutional investments. Team members assist in operational tasks related to those assets, with a focus on accuracy, efficiency, and risk management. What You'll Do: Assist in monitoring investment portfolios by reconciling cash positions, investment holdings, and critical data attributes...
Job DescriptionOrion Worldwide is a global media company that generates value for many of the world's most well-known media owners and brands. Like our namesake, we are connectors who bring together people and businesses to unlock a mutual exchange of value. We define success through our ability to help partners achieve long-term, sustainable growth.
We look for people who possess the passion, inn...
Job DescriptionOur client, a $2B AUM multi-strategy hedge fund based in mid-town NYC, is currently looking to hire an Operations Associate to join its growing New York team. This is a high-visibility opportunity offering direct exposure to traders and the investment team, with significant room for growth in a collaborative, technology-driven environment.
Location: New York City (5 days in-office)
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Job DescriptionSENIOR CREDIT INVESTMENT OPERATIONS - PREMIER PRIVATE INVESTMENT FIRM
LOCATION/IN-OFFICE:
NYC Midtown, 5 days in-office
THE FIRM:
An exceptionally well-regarded, multi-billion-dollar private investment firm with a long-standing track record of success across private equity and credit investing. The firm has built an outstanding reputation within the alternative investment space ...
Job DescriptionCompany Description
Cincinnati Asset Management, Inc. (CAM) is an investment management firm founded in 1989 specializing in fixed income. We manage investment strategies for individual and institutional clients, with fundamental credit research at the core of our investment process.
CAM is a lean, collaborative organization where employees have the opportunity to work across the bus...
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