Investment Operations Associate

Cyperus Group LLC; New Jersey; On-site; USD 60,000 - 80,000; Full time

Job summary

Cyperus Group LLC seeks a Client Operations Associate to support Portfolio Managers and Client Service in trade implementation, portfolio monitoring, compliance, and client data management.

This role offers exposure to portfolio administration, trading, risk/compliance, data analysis, and investment operations, ideal for an early-career professional.

Qualifications

• Bachelor’s degree and strong interest in investment management.
• 0–3 years of relevant experience; portfolio administration experience a plus.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication skills.

Responsibilities

• Create trades for client accounts and strategies as directed by Portfolio Managers or clients.
• Monitor portfolios for adherence to investment guidelines, strategy models, and risk controls.
• Communicate portfolio compliance issues to Portfolio Managers and Senior Management.
• Support daily ETF Capital Markets activity in coordination with Portfolio Management, Trading, and Operations.
• Assist with new client onboarding and account setup.
• Maintain data integrity across client records and systems.
• Participate in operational and cross-functional projects.

Skills

Analytical skills

Communication skills

Attention to detail

Education

Bachelor’s degree

Job description

Client Operations Associate – Investment Management

Our client is seeking a Client Operations Associate to join its investment management team, supporting Portfolio Managers and Client Service across trade implementation, portfolio monitoring, compliance, and client account data.

This is a great opportunity for an early-career professional to gain broad exposure to portfolio administration, trading, risk/compliance, data analysis, and investment operations.

Key Responsibilities:

• Create trades for client accounts and strategies as directed by Portfolio Managers or clients
• Monitor portfolios for adherence to investment guidelines, strategy models, and risk controls
• Communicate portfolio compliance issues to Portfolio Managers and Senior Management
• Support daily ETF Capital Markets activity in coordination with Portfolio Management, Trading, and Operations
• Assist with new client onboarding and account setup
• Maintain data integrity across client records and systems
• Participate in operational and cross-functional projects

Qualifications:

• Bachelor’s degree and strong interest in investment management
• 0–3 years of relevant experience; portfolio administration experience a plus
• Strong analytical, problem-solving, and critical-thinking skills
• Excellent written and verbal communication

Ideal for someone who is highly detail-oriented, analytical, and looking to build a career within investment management.