Senior Investment Operations & Compliance Lead

The Coury Firm; Pittsburgh (Allegheny County); Vor Ort; USD 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

Competitive base salary with performance-based bonuses

Comprehensive medical, dental, and vision insurance

401(k) plan with company match

Paid time off (PTO) and paid holidays

Continuing education and professional development support

Zusammenfassung

The Coury Firm seeks a Senior Investment Operations Associate based in Pittsburgh, PA. The role involves managing investment implementation, custodial operations, and compliance support. Applicants should have a Bachelor's degree in finance and 5–8+ years of relevant experience in investment operations or financial services. Strong skills in operational compliance, attention to detail, and CRM tools are essential. The position offers competitive salary, bonuses, and comprehensive benefits, including medical, dental, and 401(k) plan.

Qualifikationen

• 5-8+ years of experience in investment operations or financial services.
• Strong knowledge of custodial platforms and money-movement workflows.
• Experience in supporting operational compliance and regulatory reviews.

Aufgaben

• Prepare and process account documentation with custodians.
• Execute cash management transactions, ensuring compliance standards.
• Document and improve operational processes and templates.

Kenntnisse

Attention to detail

Operational compliance experience

Strong communication

Ability to manage priorities

Ausbildung

Bachelor's degree in finance or related field

Tools

CRM systems

ComplySci

Jobbeschreibung

The Coury Firm seeks a Senior Investment Operations Associate based in Pittsburgh, PA. The role involves managing investment implementation, custodial operations, and compliance support. Applicants should have a Bachelor's degree in finance and 5–8+ years of relevant experience in investment operations or financial services. Strong skills in operational compliance, attention to detail, and CRM tools are essential. The position offers competitive salary, bonuses, and comprehensive benefits, including medical, dental, and 401(k) plan.