Investment Operations Specialist - Onboarding & Portfolio Workflows

Legacy Advisors, LLC

Harmonville (PA)

On-site

USD 65,000 - 90,000

Full time

4 days ago

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Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

AD&D Insurance

FSA/Dependent Care

401(k) Plan

Paid Time Off

Professional Growth

Job summary

Legacy Advisors, LLC is seeking an Investment Operations Associate to deliver a superior client experience by managing the full onboarding cycle, including transfers, openings, and data feeds. You will support the investment team with reporting, trading, and issue resolution while maintaining data integrity across multiple custodians.

The role requires 3+ years in financial services, a BA/BS, and familiarity with performance reporting software.

Qualifications

3+ years’ experience in the financial services industry.
BA or BS degree.
Experience with performance reporting software.
Experience in a multi-custodial environment (preferred).
Familiarity with account aggregation and portfolio accounting systems.
Familiarity with investments (Mutual Funds, Stocks & Bonds, SMA, LPs, Hedge Funds & Private Equity).
Proficiency in Word, Excel, and Outlook.

Responsibilities

Onboard new clients from start to finish, including account transfers and openings.
Coordinate money movements and data feeds for client accounts.
Support investment team with reporting, trade execution, and reconciliation.
Manage Black Diamond reporting for new accounts, portfolio assignments, and performance issues.
Build repeatable workflows to improve efficiency of onboarding and reporting.
Provide superior client service and issue resolution.
Ensure data integrity and timely delivery of reports.