Hybrid Investment Operations Analyst (Private Client)

Greenspring Advisors; Towson (MD); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, Dental, Vision Insurance

401(k) Plan with employer match

Paid parking

Sabbatical after 7 years

Employee Assistance Program

Professional development stipend

Job summary

Greenspring Advisors in Towson, MD is seeking an Investment Operations Associate to support back-office investment administration for the Private Client Group. You will produce client portal and performance reports, manage billing, and ensure data integrity across Tamarac and portfolio systems.

The role emphasizes accuracy, collaboration with multiple advisors, and opportunities for growth, including an onboarding program and potential remote work days after 90 days with manager approval.

Qualifications

• Minimum 1 year of experience in financial services or investment operations.
• College degree in Finance, Investments, or Business, or comparable experience.
• Strong client service orientation and ability to multitask.

Responsibilities

• Produce and oversee the production of client portal and performance reports.
• Manage and execute the Private Client billing process, ensuring billing accuracy.
• Reconcile, enter, download, and update data in rebalancing, account aggregation, and portfolio management software.
• Ensure data accuracy and integrity in Tamarac.
• Serve as a backup trader for client accounts and participate in the Investment Committee.

Skills

Client service

Detail-oriented

Multitasking

Excel

Tamarac

Salesforce

ByAllAccounts

Communication skills

Team collaboration

Education

Finance degree

Tools

Tamarac

Salesforce

ByAllAccounts

Job description

Greenspring Advisors in Towson, MD is seeking an Investment Operations Associate to support back-office investment administration for the Private Client Group. You will produce client portal and performance reports, manage billing, and ensure data integrity across Tamarac and portfolio systems.

The role emphasizes accuracy, collaboration with multiple advisors, and opportunities for growth, including an onboarding program and potential remote work days after 90 days with manager approval.