Investment Operations Associate

Greenspring Advisors; Towson (MD); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, Dental, Vision Insurance

401(k) Plan with employer match

Paid parking

Sabbatical after 7 years

Employee Assistance Program

Professional development stipend

Job summary

Greenspring Advisors in Towson, MD is seeking an Investment Operations Associate to support back-office investment administration for the Private Client Group. You will produce client portal and performance reports, manage billing, and ensure data integrity across Tamarac and portfolio systems.

The role emphasizes accuracy, collaboration with multiple advisors, and opportunities for growth, including an onboarding program and potential remote work days after 90 days with manager approval.

Qualifications

• Minimum 1 year of experience in financial services or investment operations.
• College degree in Finance, Investments, or Business, or comparable experience.
• Strong client service orientation and ability to multitask.

Responsibilities

• Produce and oversee the production of client portal and performance reports.
• Manage and execute the Private Client billing process, ensuring billing accuracy.
• Reconcile, enter, download, and update data in rebalancing, account aggregation, and portfolio management software.
• Ensure data accuracy and integrity in Tamarac.
• Serve as a backup trader for client accounts and participate in the Investment Committee.

Skills

Client service

Detail-oriented

Multitasking

Excel

Tamarac

Salesforce

ByAllAccounts

Communication skills

Team collaboration

Education

Finance degree

Tools

Tamarac

Salesforce

ByAllAccounts

Job description

Towson, Maryland– full-time position, on-siteCandidates must be authorized to work in the U.S. and be located within commuting distance of Towson, MD, or be willing to relocate independently.

Purpose

At Greenspring, our Core Purpose is to ”help every person live their ideal life” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to:

• Own Your Future with defined career paths and tools, coaching and support to help you create the future you want
• Be Part of a Great Culture where you’ll be a part of a team of people who are committed to each other’s success
• Make a Lasting Impact on the lives of our clients and through the camaraderie of working for a common goal with your peers

The Investment Operations Associate will support the investment management-related administrative tasks involved in managing the firm’s Private Client Group investment accounts. This individual spends almost all their time in back-office activities to support our advisors and clients.

Responsibilities

The responsibilities listed below are intended to describe the general nature and level of work being performed; it is not an exhaustive list of all responsibilities and additional duties may be assigned.

• Produce and oversee the production of client portal and performance reports
• Manage and execute the Private Client billing process, ensuring the accuracy of billing
• Reconcile, enter, download, and update data in rebalancing, account aggregation, and portfolio management software systems
• Ensure data accuracy and integrity in Tamarac.
• Serve as a backup trader for client accounts as directed
• Participate in the firm’s Investment Committee

Specific Measures of Success

• Quickly responds to requests and resolves open tasks
• Proactively eliminates obstacles before they become issues
• Ensures accuracy in work while driving improvements to team processes and efficiency
• Demonstrates efficiency in working with multiple advisors across multiple sites by leveraging firm resources and tools

Job Requirements

Minimum 1 year of experience in financial services, client service, portfolio/administrative operations, and/or related investment operations role within the financial services industry.

Education

College degree in Finance, Investments, or Business, or comparable experience.

Skills and Knowledge

• Always focused on client needs and customer service
• Detail-oriented and methodical
• Demonstrated problem-solving abilities
• Follows up and follows through
• Exceptional organizational skills with a proven ability to multitask and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication skills
• Ability to excel in a fast-paced, changing environment
• A self-starter who is assertive, proactive, independent, flexible and accommodating
• Expert in Microsoft Excel and other Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Tamarac, Salesforce, or ByAllAccounts is a major plus.

Requirements/
Additional Information

• Starting base salary range: $60,000-$70,000, with the opportunity to earn a discretionary annual bonus of up to 10% of earnings.
• Within 2-3 years, the Investment Operations Associate will be encouraged to obtain an advanced investment designation
• This individual will report to the Director of Investments
• The first 90 days will include an extensive onboarding/training program.
• After the first 90 days and with the manager’s approval, the candidate may be eligible to work from home for a specified number of days per month.

We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including:

• Health, Dental, and Vision Insurance Offered
• Health Savings Accounts and Flexible Spending Accounts
• 401(k) Plan with employer match and discretionary profit-sharing contributions
• GREEN Units (phantom equity ownership in the firm after two years)
• Sabbatical after 7 years of service
• Paid Short-Term and Long-Term Disability Insurance
• Paid Group Life Insurance
• Employee Assistance Program
• Free financial planning and investment advice
• Annual professional development stipend for continuing education, courses, conference attendance, etc.
• Matching Charitable Gifts Program
• Stand-up desks, dual computer monitors, and team engagement events
• Paid parking in our adjoining garage

Greenspring is an Equal Opportunity Employer. It is the policy of the Company to provide equal opportunity for all employees and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. This policy also prohibits employees from harassing any other employees for any reason including, but not limited to, race, religion, sex, national origin, age, or disabled status.