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Ready to take your career to the next level? Explore our exciting job opportunities in Operations! This dynamic industry offers unparalleled growth potential, making it an ideal choice for driven individuals looking to make a real impact. From driving innovation to shaping the way businesses operate, a career in Operations provides job satisfaction like no other. Join us in shaping the future and be part of a sector that is leading the way in creating positive change in society. Check out our job listings today and take the next step towards a rewarding career in Operations!

Operations Associate (Investment Firm)

Los Angeles, CA

Posted: 03/06/2024 Employment Type: Direct Hire Category: Operations Job Number: a0CUm00000b47c7MAA Pay Range: $60000 - $65000 Location Requirements: Onsite

Job Description

A leading investment firm in Los Angeles is seeking a data-friendly Operations Associate to join their team! They are looking for someone with exposure to brokerage operations and at least 2 years of experience in a professional setting to manage the interactions of brokers and custodians, ensuring the fast settlement of trades. This is the perfect position if you thrive in a fast-paced environment and you want to grow a career in the financial services industry.

You can look forward to a firm that has been around for over 50 years, offering a stable and reliable career future. The work environment has a social, family-like culture with holiday celebrations and is located on the top floor of a beautiful building making for a polished and professional place of work, where employees are valued with excellent benefits and other great perks!

Pay Range: $60, 000 - $65, 000 DOE

  • Facilitate timely trade settlements with brokers and custodians
  • Conduct reconciliation of cash and position discrepancies for multiple custodians
  • Post transactions and allocate trades across client accounts
  • Master and leverage APX, Black Diamond, and Excel for operational efficiency
  • Address and resolve operational issues swiftly, ensuring compliance with protocols
  • Collaborate with teams across the firm to support strategic goals
  • Embrace continuous improvement, contributing to the operations team's success

  • 2+ years of experience in a professional setting, with exposure to brokerage operations
  • Strong computer and Excel skills are required
  • Familiarity with APX, Black Diamond preferred;Genesis and Moxy a plus
  • Excellent communication and high energy levels essential for a fast-paced environment
  • Bachelor's degree preferred but not required
  • Experience in a Registered Investment Advisor (RIA) setting highly regarded
  • Strong proficiency in Excel and APX

  • Health, Dental and Vision Insurance Options 100% for employee
  • 401k with match
  • Generous PTO, PSL and Vacation
  • Discretionary bonus
  • Growth opportunities

If you are seeking a long-term opportunity with a company that prioritizes employee well-being and provides a strong foundation for growth, this position may be the right one for you!

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