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A leading investment manager for high-net-worth families is seeking an Associate, Operations. This full-time position involves in-office work for the initial period, transitioning to a hybrid model. Key responsibilities include financial reconciliation and client support, requiring a Bachelor Degree and relevant experience.
Our client is an Investment Manager for high-net-worth families, and they are looking to add to their team an Associate, Operations on a full time basis. This is a new role give the growth our establish client has experienced.
**Note, this role is 5 days per week in office for the first three months, then 50% WFH / in office
As the Associate Operations, you are responsible for: 1] Financial and Data Reconciliation, 2] Cash Management, 3] Statement Production & Client Service Support, and 4] Other ad hoc and coverage duties.
To be considered for this role, our client is looking for someone with the following skills/qualifications;