Investment Operations Specialist - Trade & Client Onboarding

Ascendo Resources, LLC

Boca Raton (FL)

In loco

USD 50.000 - 70.000

Tempo pieno

5 giorni fa

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Descrizione del lavoro

Ascendo Resources, LLC in Boca Raton, FL is seeking an Operations Associate to support daily investment operations, trade execution, client servicing, and reporting within a collaborative, growth-minded team.

You will liaise with custodians and internal teams, help with client onboarding and account maintenance, and prepare compliance-related reports while looking for workflow improvements to boost efficiency.

Competenze

Bachelor's degree or equivalent professional experience.
Strong proficiency in Microsoft Excel and other MS Office applications.
Excellent attention to detail, organizational skills, and ability to manage competing priorities.
Strong written and verbal communication skills.
Comfortable working with financial data, investment systems, and reporting platforms.
Self-motivated team player with a proactive approach to problem-solving.
Python or similar programming experience is a plus.

Mansioni

Support daily investment operations, including trade execution, settlement monitoring, and reconciliation.
Liaise with custodians and internal teams to investigate and resolve trade and operational issues.
Assist with client onboarding, account maintenance, and ongoing administration.
Prepare and review client account, investment activity, and compliance-related reports.
Identify opportunities to streamline workflows and improve operational efficiency.
Collaborate across teams to ensure accurate and timely processing of investment activities.