Portfolio Operations Associate — Investment Management

Cyperus Group LLC; New Jersey; On-site; USD 60,000 - 75,000; Full time

Job summary

Investment Management Firm is seeking an Operations Associate to join the Client Operations team in New Jersey. The role collaborates with Portfolio Managers, Client Service, Trading, and Operations, with hands-on involvement in portfolio monitoring, trade implementation, compliance, client accounts, and data.

Responsibilities include creating trades, monitoring portfolios, communicating compliance issues, supporting ETF capital markets activities, onboarding new clients, and maintaining data

Qualifications

• Bachelor’s degree required.
• 0–3 years of relevant experience; internship experience may be considered.

Responsibilities

• Create trades for client accounts and strategies as directed by Portfolio Managers or clients.
• Monitor portfolios for adherence to investment guidelines, strategy models, and risk controls.
• Communicate portfolio compliance issues to Portfolio Managers and Senior Management.
• Support daily ETF Capital Markets activity in coordination with Portfolio Management, Trading, and Operations.
• Assist with new client onboarding and account setup.
• Maintain data integrity across client records and systems.
• Participate in operational and cross-functional projects.

Skills

Analytical skills

Problem-solving

Critical thinking

Education

Bachelor’s degree

Job description

Investment Management Firm is seeking an Operations Associate to join the Client Operations team in New Jersey. The role collaborates with Portfolio Managers, Client Service, Trading, and Operations, with hands-on involvement in portfolio monitoring, trade implementation, compliance, client accounts, and data.

Responsibilities include creating trades, monitoring portfolios, communicating compliance issues, supporting ETF capital markets activities, onboarding new clients, and maintaining data