Investment Operations Associate

Austin Wealth Management; Austin (TX); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Performance-based bonus

Full benefits package

Job summary

An independent financial planning company in Austin, TX is seeking an Investment Operations Associate to manage their Orion portfolio management system, create reports, and support financial advisors. The role requires a Bachelor's degree in a related field and experience with investment custodians. The position offers a salary range of $65,000 - $80,000 and a performance-based bonus.

Qualifications

• Functional understanding of database structures.
• Ability to work independently.

Responsibilities

• Manage the portfolio management system and database (Orion).
• Create and maintain client reports and business intelligence reports.
• Administer an account review process to ensure alignment with client expectations.
• Contribute to department and firm-level projects.
• Support financial advisors in their use of the portfolio management system.

Skills

Experience using the Orion portfolio management system

Communication skills with an emphasis on clarity

Detail-oriented and organized

Analytical and problem-solving abilities

Education

Bachelor's degree in Finance, Economics, Business Administration or a related field

Tools

Orion

Fidelity

Charles Schwab

Job description

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Austin Wealth Management is an independent financial planning company in Austin, TX, serving high income households, retirees, and business owners.

Our mission is to systematically create 'Aha' moments that help clients make high impact, compounding financial decisions.

We focus on advocacy, education, systems, accountability, and adaptation.

We value clarity, curiosity, candidness, persistence and collaboration.

Role Description

This is a full-time role for an Investment Operations Associate located in Austin, TX. This is a hybrid position.

The Investment Operations Associate will:

• Manage the portfolio management system and database (Orion)
• Create and maintain client reports and business intelligence reports
• Administer an account review process to ensure alignment with client expectations
• Contribute to department and firm-level projects
• Maintain institutional relationships with vendors and partner firms
• Support financial advisors in their use of the portfolio management system
• Administer the billing process
• Support compliance processes with report generation

Qualifications

• Experience using the Orion portfolio management system
• Experience engaging investment custodians (Fidelity and/or Charles Schwab)
• Functional understanding of database structures
• Communication skills with an emphasis on clarity
• Analytical and problem-solving abilities
• Detail-oriented and organized
• Ability to work independently
• Bachelor's degree in Finance, Economics, Business Administration, or a related field

Compensation

• Base compensation of $65,000 - $80,000 based upon experience
• Performance-based bonus
• Full benefits package

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Management and Manufacturing

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