Investment Operations Associate | UHNW Client Services

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

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.