Investment Operations Associate - Portfolio & Trade Support

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

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.