Investment Operations Associate

Ascendo Resources; Miami (FL); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health and medical insurance options

Company-sponsored retirement savings plans

Performance-based incentive programs

Robust professional development and training

Job summary

A premier investment management firm in Miami seeks an Investment Operations Associate to deliver top-tier services to ultra-high net worth clients. The ideal candidate will have over 5 years of financial services experience, fluent in both English and Spanish, and possess strong project management skills. This full-time position offers competitive compensation, health insurance, retirement plans, and professional development opportunities. Join a dedicated team and thrive in a collaborative, high-stakes environment.

Qualifications

• 5+ years of professional experience within financial services, specifically in roles like client services, investment advice, or buy-side analysis.
• Exceptional proficiency in advanced functions in spreadsheets.
• Proven ability to manage complex projects with extreme attention to detail.

Responsibilities

• Facilitate seamless delivery of services to ultra-high net worth clients.
• Oversee administration and tracking of trade pipelines.
• Assist with sophisticated investment strategies tailored to client needs.
• Manage high-level communications and inquiries with precision.
• Support senior leadership in optimizing daily workflows.

Skills

Client services

Investment advice

Project management

Fluent in English and Spanish

Advanced spreadsheet skills

Education

University degree in finance, business administration, or accounting

Tools

Microsoft Excel

Presentation tools

Job description

Base pay range

$130,000.00/yr - $180,000.00/yr

Additional compensation types

• Annual Bonus

Amazing Opportunity: Investment Operations Associate on an Upward Trajectory

Ascendo is excited to present this opportunity in the investment management industry. We are looking for a dedicated professional to join a premier, independently owned firm in Miami that manages the complex financial needs of prestigious families and institutions. This role is perfect for a highly intelligent and meticulous individual who possesses a deep-rooted understanding of investment principles and thrives in a high-stakes, collaborative environment. The ideal candidate will have 5+ years of experience in specialized financial roles like private banking or investment advisory, coupled with a proactive mindset and the ability to operate with the utmost discretion.

Responsibilities

• Facilitate the seamless delivery of services to ultra-high net worth clients by acting as a primary liaison between internal departments and external partners.
• Oversee the administration and tracking of trade pipelines to ensure all execution steps are completed accurately and efficiently.
• Assist with the creation and implementation of sophisticated investment strategies tailored to specific client needs and cash requirements.
• Manage high-level communications and inquiries to ensure that all client and counterparty requests are handled with precision.
• Support senior leadership in optimizing daily workflows and coordinating internal resources to maximize firm productivity.

Qualifications

• 5+ years of professional experience within financial services, specifically in roles such as client services, investment advice, or buy-side analysis.
• Fluency in both English and Spanish is required to effectively serve a diverse international client base.
• Exceptional proficiency in standard business productivity software, particularly advanced functions in spreadsheets and presentation tools.
• Proven ability to manage complex projects with extreme attention to detail and superior organizational skills.
• A university degree focused on finance, business administration, or accounting.
• A humble and inquisitive professional demeanor with a commitment to long-term career growth.
• Comprehensive health and medical insurance options.
• Company-sponsored retirement savings plans.
• Performance-based incentive programs and a highly competitive salary structure.
• Robust professional development and extensive training within the firm.

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.

Seniority level

Associate

Employment type

Full‑time

Job function

Finance