Investment Operations Specialist: Trading & Workflow Optimizer

Claire Myers Consulting; Fort Wayne (IN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Performance-based bonus opportunity

Competitive salary based on experience

Job summary

A leading wealth management firm seeks an experienced Investment Operations Associate to oversee investment operations and enhance systems in Fort Wayne, Indiana. The ideal candidate has 5+ years of investment operations experience and Series 7 certification, with strong skills in trading products, problem-solving, and communication. This role offers a competitive base salary and performance-based bonuses, along with the opportunity to work in a collaborative and client-focused environment.

Qualifications

• 5+ years of experience in investment operations, trading, or portfolio management support.
• Certified with Series 7.
• Strong knowledge of investment products and trading platforms.

Responsibilities

• Oversee daily investment operations including trading and portfolio rebalancing.
• Ensure accurate processing of client transactions and account openings.
• Build workflows to enhance efficiency and risk management.

Skills

Investment operations

Trading

Portfolio management

Problem-solving

Communication skills

Job description

A leading wealth management firm seeks an experienced Investment Operations Associate to oversee investment operations and enhance systems in Fort Wayne, Indiana. The ideal candidate has 5+ years of investment operations experience and Series 7 certification, with strong skills in trading products, problem-solving, and communication. This role offers a competitive base salary and performance-based bonuses, along with the opportunity to work in a collaborative and client-focused environment.