Investment Operations and Portfolio Specialist

Rowan Capital Group; Atlanta (GA); Híbrido; USD 100.000 - 125.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K

Health insurance

Hybrid work schedule

Paid time off

Dental insurance

Vision insurance

Descripción de la vacante

Rowan Capital Group seeks an experienced Investment Operations and Portfolio Specialist to support day-to-day portfolio management and execution for high-net-worth clients. You will ensure accurate records, run settlements, and generate reporting in collaboration with portfolio managers, advisors, and compliance teams.

Ideal candidates have 3–7+ years in investment operations or wealth management, a finance-related bachelor’s, and familiarity with major portfolio systems and Excel.

Formación

• 3–7+ years in investment operations, portfolio management, or wealth management support roles.
• Bachelor’s degree in finance, economics, business, or related field; CFA/CAIA preferred.
• Proficiency with portfolio management systems and Excel (advanced functions, pivot tables, VBA a plus).
• Solid understanding of investment products and performance measurement (GIPS, time-weighted returns).
• Knowledge of wealth management regulatory practices and compliance.

Responsabilidades

• Assist in day-to-day management and monitoring of client portfolios, including trade execution and settlements.
• Support portfolio managers and wealth advisors with market monitoring and recommendations.
• Prepare client portfolio reports, performance analytics, attribution reports, and custom presentations.
• Communicate with clients about allocations, markets, and portfolio construction.
• Drive process improvements, system enhancements, and workflow automation in portfolio accounting and reporting tools.
• Collaborate with wealth advisors, portfolio managers, and tax/estate planning teams.

Conocimientos

Attention to detail

Communication

Problem solving

Educación

Bachelor's degree in finance, economics, business

CFA/CAIA preferred

Herramientas

YCharts

BlackRock Aladdin

Morningstar

Fidelity

Schwab

Pershing

Excel VBA

Descripción del empleo

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.