Wealth Operations Specialist: Portfolio & Trade Support

Empirical Wealth Management; Seattle (WA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company

401(k) Plan with match

Job summary

A financial services firm in Seattle is seeking an Investment Operations Associate. This role involves supporting portfolio management, conducting investment research, and communicating with advisors. Ideal candidates should have a bachelor's degree in finance or related fields, and a desire to learn in a team environment. Competitive salary ranges from $50,000 to $70,000 with comprehensive benefits.

Qualifications

• 0 – 2 years work experience in finance and investments.
• Ability to do independent research and strong attention to detail.
• Friendly, strong desire to learn and ability to take direction.

Responsibilities

• Supporting the portfolio management team through managing investment operations.
• Performance calculation and reporting.
• Communicating with advisors/portfolio managers about client cash flows, new accounts, client trades, etc.

Education

Bachelor's in Finance, Economics or Statistics

Tools

Microsoft Excel

Tamarac

Job description

A financial services firm in Seattle is seeking an Investment Operations Associate. This role involves supporting portfolio management, conducting investment research, and communicating with advisors. Ideal candidates should have a bachelor's degree in finance or related fields, and a desire to learn in a team environment. Competitive salary ranges from $50,000 to $70,000 with comprehensive benefits.