Investment Operations Jobs

Lead Advisor - Davenport, IA, United States

Lead Advisor is a consulting and search firm. We are helping a client hire for their investment operations role. INVESTMENT OPERATIONS SPECIALIST COMPANY OVERVIEW Our client's mission

from: linkedin.com - Yesterday

Equity Trust Company - Westlake, OH, United States

JOB OVERVIEW The Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include, Public Investments, Real Estate, Private Debt, Private Equity

from: linkedin.com - Yesterday

Selby Jennings - Raleigh, NC, United States

Investment Operations Associate A leading private equity firm is looking to grow their Reporting team. With a commitment to delivering superior results and excellent client service, the team

from: linkedin.com - Yesterday

Quartz Partners Investment Management - Saratoga Springs, NY, United States

Description The Investment Operations Associate position is located in Saratoga Springs, NY and the position is responsible for aiding private wealth advisors in client service operations, including

from: linkedin.com - Yesterday

TalentWealth - Atlanta, GA, United States

a Wealth Management Associate to their growing team. This key role will focus on relationship management with already established clients, investment operations, and providing ongoing client service to new

from: linkedin.com - 4 days ago

Man Group - Boston, MA, United States

2+ years of operations experience in financial services, with at least 1 year of experience supporting digital assets and cryptocurrencies...

from: linkedin.com - 8 days ago

Secfi - New York, NY, United States

relevant work experience in client service and/or operations, preferably in financial services/investment management, fintech, or at a startup. You highly value customer satisfaction, have a process-oriented

from: linkedin.com - 4 days ago

Chevy Chase Trust - Bethesda, MD, United States

SUMMARY The Senior Investment Operations Officer responsibilities include coordinating activities between client services, trust operations and the back-office service provider, partnering with staff

from: linkedin.com - 12 days ago

Five Cities Financial - Davenport, IA, United States

on their financial journey. POSITION OVERVIEW As an Investment Operations Specialist , you will play a crucial role in ensuring the smooth operation of client accounts and delivering exceptional service. Your key

from: linkedin.com - 12 days ago

GFG Solutions - Orlando, FL, United States

appropriate on the operational processes related to investment operations, includes correct way to fill out forms, ensure cross training on key functions, and provide backup support within the investment

from: linkedin.com - 12 days ago