Investment Operations & Portfolio Specialist (Hybrid)

Rowan Capital Group; Atlanta (GA); Hybride; USD 100 000 - 125 000; Plein temps

Avantages offerts par ce poste

401(k)

Health insurance

Paid time off

Dental insurance

Vision insurance

Hybrid work schedule

Résumé du poste

Rowan Capital Group is seeking an Investment Operations and Portfolio Specialist to support portfolio management and investment operations for high‑net‑worth clients. You will execute trades, manage cash, and generate reporting while ensuring regulatory compliance.

Ideal candidates have 3–7+ years in investment operations, a finance-related degree, and proficiency with portfolio systems and Excel. The role offers a hybrid schedule and compensation in the $100,000–$125,000 range plus benefits.

Qualifications

• 3–7+ years in investment operations, portfolio management, or wealth management support.
• Bachelor’s degree in finance, economics, business, or related field; CFA/CAIA preferred.
• Proficiency with portfolio management systems and custodians; Excel expertise.
• Knowledge of equities, fixed income, alternatives, derivatives; performance measurement (GIPS, time-weighted).
• Regulatory knowledge in wealth management compliance.
• Soft skills: attention to detail, problem-solving, communication; ability to manage multiple priorities.
• Series 7 and 66 (or 63/65) licenses preferred or willingness to obtain.

Responsabilités

• Assist in day-to-day client portfolio management, trade execution, settlements, cash management, tax loss harvesting, and rebalancing.
• Support advisor and wealth management team in monitoring markets and recommending portfolio changes.
• Prepare client portfolio reports, performance analytics, attribution reports, and presentations for advisors/clients.
• Communicate with clients about portfolio allocations, markets, and holdings.
• Contribute to operational efficiencies, system enhancements, and workflow automation in portfolio accounting and reporting tools.
• Collaborate with wealth advisors, portfolio managers, and tax/estate planning teams to deliver integrated solutions for HNW clients.

Connaissances

Portfolio management systems

Microsoft Excel

Investment products knowledge

Communication skills

Attention to detail

Problem solving

Formation

Bachelor’s degree in finance/economics/business

CFA/CAIA or similar designation preferred

Outils

YCharts

BlackRock Aladdin

Morningstar

Fidelity

Schwab

Pershing

Excel (advanced functions, VBA)

Description du poste

Rowan Capital Group is seeking an Investment Operations and Portfolio Specialist to support portfolio management and investment operations for high‑net‑worth clients. You will execute trades, manage cash, and generate reporting while ensuring regulatory compliance.

Ideal candidates have 3–7+ years in investment operations, a finance-related degree, and proficiency with portfolio systems and Excel. The role offers a hybrid schedule and compensation in the $100,000–$125,000 range plus benefits.