Scottsdale Trading & Investment Ops Associate
Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs)
14 days+
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Benefits offered by this job
Job summary
A leading Wealth Tech firm is seeking a Trading & Investment Operations Associate to manage day-to-day workflows between advisors and the investment team in Scottsdale, AZ. Responsibilities include coordinating meetings, ensuring efficient inquiries management, and maintaining operational efficiency. Candidates should possess a Bachelor's degree in Finance or Economics, alongside 2+ years of relevant experience. The firm offers competitive benefits including health insurance, 401k matching, and relocation assistance.
Qualifications
- 2+ years of experience in portfolio management or investment support.
- Strong organizational and project management skills.
- Excellent interpersonal and communication abilities.
Responsibilities
- Manage daily workflows and advisor communications.
- Support day-to-day operational needs of the trading team.
- Collaborate with client service and compliance teams.
Skills
Organizational skills
Project management
Interpersonal skills
Communication abilities
Detail-oriented
Interest in financial markets
Education
Bachelor’s degree in Finance or Economics
MBA
FINRA Series 7
FINRA Series 65 or 24
CFA, CIMA, CAIA
Tools
NetX360
Bond Beacon
BondNav
Tamarac
Addepar
Job description
A leading Wealth Tech firm is seeking a Trading & Investment Operations Associate to manage day-to-day workflows between advisors and the investment team in Scottsdale, AZ. Responsibilities include coordinating meetings, ensuring efficient inquiries management, and maintaining operational efficiency. Candidates should possess a Bachelor's degree in Finance or Economics, alongside 2+ years of relevant experience. The firm offers competitive benefits including health insurance, 401k matching, and relocation assistance.
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