Investment Operations Associate - Equity Eligible

VC Stack; Towson (MD); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health, Dental and Vision Insurance

401(k) Plan with employer match

Paid Time Off

Annual professional development stipend

Paid parking

Job summary

VC Stack is seeking an Investment Operations Associate in Towson, Maryland. The role requires maintaining portfolio management standards, executing trades, and ensuring compliance with internal policies. Applicants should have at least 4 years of relevant experience and a degree in finance or business.

The position offers a competitive salary range of $60,000 to $100,000, and various benefits including health insurance, 401(k) with employer match, and opportunities for professional development.

Qualifications

• At least 4 years of experience in trading or portfolio management within the financial services industry.
• Strong interest and understanding of investments and portfolio management.

Responsibilities

• Maintain high standards for serving clients and advisors.
• Execute trades and rebalance portfolios.
• Support the management of centralized portfolios.
• Prepare and analyze portfolios for accuracy.

Skills

Client-focused service

Detail-oriented

Problem-solving abilities

Organizational skills

Strong interpersonal skills

Excellent communication skills

Ability to work in fast-paced environments

Self-starter mentality

Education

College degree in Finance, Investments, or Business

Tools

Microsoft Excel

Tamarac

Salesforce

YCharts

Morningstar

Job description

VC Stack is seeking an Investment Operations Associate in Towson, Maryland. The role requires maintaining portfolio management standards, executing trades, and ensuring compliance with internal policies. Applicants should have at least 4 years of relevant experience and a degree in finance or business.

The position offers a competitive salary range of $60,000 to $100,000, and various benefits including health insurance, 401(k) with employer match, and opportunities for professional development.