Especialista en Operaciones de Inversión y Cartera

Rowan Capital Group; Atlanta (GA); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Dental insurance

Vision insurance

Hybrid work schedule

Job summary

Rowan Capital Group is seeking an Investment Operations and Portfolio Specialist to support portfolio management and investment operations for high‑net‑worth clients. You will execute trades, manage cash, and generate reporting while ensuring regulatory compliance.

Ideal candidates have 3–7+ years in investment operations, a finance-related degree, and proficiency with portfolio systems and Excel. The role offers a hybrid schedule and compensation in the $100,000–$125,000 range plus benefits.

Qualifications

• 3–7+ years in investment operations, portfolio management, or wealth management support.
• Bachelor’s degree in finance, economics, business, or related field; CFA/CAIA preferred.
• Proficiency with portfolio management systems and custodians; Excel expertise.
• Knowledge of equities, fixed income, alternatives, derivatives; performance measurement (GIPS, time-weighted).
• Regulatory knowledge in wealth management compliance.
• Soft skills: attention to detail, problem-solving, communication; ability to manage multiple priorities.
• Series 7 and 66 (or 63/65) licenses preferred or willingness to obtain.

Responsibilities

• Assist in day-to-day client portfolio management, trade execution, settlements, cash management, tax loss harvesting, and rebalancing.
• Support advisor and wealth management team in monitoring markets and recommending portfolio changes.
• Prepare client portfolio reports, performance analytics, attribution reports, and presentations for advisors/clients.
• Communicate with clients about portfolio allocations, markets, and holdings.
• Contribute to operational efficiencies, system enhancements, and workflow automation in portfolio accounting and reporting tools.
• Collaborate with wealth advisors, portfolio managers, and tax/estate planning teams to deliver integrated solutions for HNW clients.

Skills

Portfolio management systems

Microsoft Excel

Investment products knowledge

Communication skills

Attention to detail

Problem solving

Education

Bachelor’s degree in finance/economics/business

CFA/CAIA or similar designation preferred

Tools

YCharts

BlackRock Aladdin

Morningstar

Fidelity

Schwab

Pershing

Excel (advanced functions, VBA)

Job description

Benefits

• 401(k)
• Health insurance
• Paid time off
• Dental insurance
• Vision insurance

Rowan Capital Group is seeking a detail-oriented and experienced Investment Operations and Portfolio Specialist to join our team. In this role, you will support portfolio management activities while ensuring seamless investment operations for our HNW clients. You will collaborate closely with portfolio managers, advisors, and compliance teams to maintain accurate records, execute transactions efficiently, generate insightful reporting, and uphold the highest standards of accuracy and regulatory compliance.

This position is ideal for a proactive professional with strong technical skills in investment operations who thrives in a client-centric, fast-paced environment.

• Hours: Full-Time - 40 hours/week
• Compensation: $100,000-$125,000
• Benefits: 401K, health benefits, hybrid work schedule, paid time off
• Reports To: Taylor Rhett
• Licensing:
  • Employed by a NMWMC Advisor
  • Associate Financial Representative Contract
    • Life & Health Insurance License
    • General Securities Registered (Series 7)
    • Series 66 or 63/65
    • Variable Products License

Portfolio Operations & Support

Assist in the day-to-day management and monitoring of client portfolios, including trade execution, settlements, cash management, tax lost harvesting, and rebalancing.

Portfolio Management

Help the advisor and wealth management team monitor market trends and recommend potential portfolio changes.

Reporting & Analysis

Prepare client portfolio reports, performance analytics, attribution reports, and custom presentations for advisors and clients. Identify trends, risks, and opportunities.

Client Account Management

Communicate with clients around their portfolio allocations to answer questions about the market, holdings, and portfolio construction.

Process Improvement

Contribute to operational efficiencies, system enhancements, and workflow automation in portfolio accounting and reporting tools.

Collaboration

Work closely with wealth advisors, portfolio managers, and tax/estate planning teams to deliver integrated solutions for high-net-worth clients.

Qualifications & Requirements

Experience: 3–7+ years in investment operations, portfolio management experience, or wealth management support roles, preferably serving HNW/UHNW clients.

Education: Bachelor’s degree in finance, Economics, Business, or a related field. CFA, CAIA, or similar designations preferred.

• Proficiency with portfolio management systems (e.g., YCharts, BlackRock Aladdin, Morningstar, or similar), custodians (e.g., Fidelity, Schwab, Pershing), and Microsoft Excel (advanced functions, pivot tables, VBA a plus).
• Strong understanding of investment products (equities, fixed income, alternatives, derivatives) and performance measurement (e.g., GIPS, time-weighted returns).

Regulatory Knowledge: Familiarity with wealth management compliance and operational best practices.

Soft Skills: Exceptional attention to detail, problem-solving abilities, strong communication skills, and the ability to manage multiple priorities in a deadline-driven setting.

Licensing: Series 7 and 66 (or 63/65) licenses preferred or willingness to obtain.

Flexible work from home options available.