Investment Operations Associate

Curran Financial Partners; Charleston (SC); Presencial; USD 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Vision

401(k) match

PTO

Descripción de la vacante

Curran Financial Partners in Charleston, SC is seeking an Investment Operations Associate to support day-to-day trading and operations within a wealth management environment.

The role emphasizes accurate trade execution, portfolio rebalancing support, cash flow processing, and collaboration with advisors and custodians. Candidates should have a Bachelor's degree and at least 1 year of relevant experience; Series 65 preferred.

Formación

• Bachelor's degree preferred.
• At least 1 year of relevant professional experience.
• Experience in trading, portfolio operations, wealth management, or financial services preferred.
• Active Series 65 securities license preferred; inactive Series 7/65/66 considered.

Responsabilidades

• Execute and monitor trades in line with client strategies and firm procedures.
• Support portfolio rebalancing and maintain target asset allocations.
• Process and monitor account cash flows (contributions, withdrawals, transfers).
• Coordinate with advisors, custodians, and internal teams to resolve issues.
• Maintain accurate account records and documentation.
• Ensure compliance with firm policies and controls.
• Assist with ongoing portfolio and account maintenance activities.
• Communicate professionally with advisors, custodians, and team members.

Conocimientos

Attention to detail

Organizational skills

Communication skills

Time management

Microsoft Office

Educación

Bachelor's degree

Herramientas

Microsoft Office Suite

Descripción del empleo

Position: Investment Operations Associate

Location: Charleston, SC

Overview:

Our growing financial services firm, Curran Financial Partners, in Charleston, SC is seeking to add an Investment Operations Associate to our team! The ideal candidate for this role is detail-oriented, organized, and interested in supporting portfolio management and investment operations within a wealth management environment.

The purpose of this position is to support the day-to-day trading and operational functions of the firm, including trade execution, portfolio rebalancing, account maintenance, cash movement processing, and coordination with advisors and custodians. This role plays an important part in ensuring account activity is handled accurately, efficiently, and in accordance with firm policies and compliance requirements.

What you’ll do:

• Execute and monitor trades in accordance with client investment strategies and firm procedures.


• Support portfolio rebalancing efforts and help maintain target asset allocations


• Process and monitor account cash flows, including contributions, withdrawals, and transfers


• Coordinate with advisors, custodians, and internal team members to resolve account and trading-related issues


• Maintain accurate account records and documentation


• Follow compliance requirements, firm policies, and operational controls


• Assist with ongoing portfolio and account maintenance activities


• Maintain professional communication with advisors, custodians, and team members

What We’re Looking For:

• Bachelor's Degree preferred


• At least 1 year of relevant professional experience (excluding internships)


• Experience in trading, portfolio operations, wealth management, or financial services preferred


• Active Series 65 securities license preferred; candidates with inactive Series 7, Series 65, or Series 66 licenses will also be considered


• Strong attention to detail and organizational skills


• Ability to manage multiple priorities and meet deadlines


• Excellent written and verbal communication skills


• Sound judgment and strong commitment to confidentiality


• Experience with Microsoft Office Suite and the ability to learn new software quickly

What You’ll Get:

• Medical


• Vision


• 401(k) match


• PTO

Benefits begin after 90 days of employment

Schedule:

• In office: Monday - Friday, 8:30 AM - 5:00 PM


• Paid Stock Market Closure holidays