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Investment Firm Operations Assistant

Posted on Oct 9, 2020 by NO Capital

Greenwich, CT 06830
Immediate Start
Annual Salary

Growing investment firm in Greenwich is seeking a recent college graduate with a strong academic record to join as an Operations Assistant. Ideal candidate has an interest in the operations side of asset management.

Responsibilities of the Operations Assistant:

- Help with daily account and trading reconciliations

- Compile portfolio analytics

- Respond to client data inquiries

- Schedule meetings and handle details for meetings

- Update investor databases

- Assist with account documentation

- Assist with preparation of materials for marketing meetings

- Help out where needed

Skills required:

- Excellent executive function

- An appreciation of process

- Ability to multi-task

- Enjoy being part of a small, collegial team

- College graduate

$45-50k annual starting salary plus medical. 401k once qualified.

Reference: 967445052

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