Investment Operations Analyst
5.
0 Wayne, PA Wayne, PA Full-time Full-time $50,000 - $60,000 a year $50,000 - $60,000 a year 6 days ago 6 days ago 6 days ago Diversified, LLC, a leading Financial Planning and Registered Investment Advisory (RIA) firm based Wilmington, DE, with additional offices around the country, is seeking a Financial Services professional for part of the firm's Investment Team.
The candidate must be an accountable, self-reliant team member who is comfortable both working independently and with a collaborative Investment Team.
This person must handle a variety of tasks simultaneously, have first-class communication skills, be highly detail-oriented and have diligent follow-through.
The perfect candidate is interested in a long-term position with upside in a fast-growing company with a family-oriented environment.
This position is based out of the Wayne, Pennsylvania office.
Responsibilities will include:
Working with the financial planning teams to provide investment insight and materials in preparation of both prospective and existing client meetings.
Attending, participating in, and keeping diligent notes of the weekly Investment Committee meeting.
Becoming an expert on the internal portfolio management system, which handles performance reporting, fee billing, and compliance reporting.
Running and leading periodic compliance projects and reports in investment-related areas.
Answering and executing investment-related operational requests from the financial planning teams.
Learning the internal investment technologies and assisting in research projects.
An interest in investment management and the ability to learn Diversified's philosophy and process.
A commitment to self-improvement, a desire to progress, and willingness to take on more responsibility over time.
Position Requirements:
Experience in the wealth management or asset management industry.
Some examples are a RIA, Broker Dealer, Bank, Fund Company, Insurance Company World-class organizational and communication skills World-class time management and operational efficiency skills Bachelor's Degree Job Type:
Full Time Job Type:
Full-time Pay:
$50,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Profit sharing Schedule:
Monday to Friday Work setting:
Hybrid work Work Location:
Hybrid remote in Wayne, PA 19087.
Estimated Salary: $20 to $28 per hour based on qualifications.
0 Wayne, PA Wayne, PA Full-time Full-time $50,000 - $60,000 a year $50,000 - $60,000 a year 6 days ago 6 days ago 6 days ago Diversified, LLC, a leading Financial Planning and Registered Investment Advisory (RIA) firm based Wilmington, DE, with additional offices around the country, is seeking a Financial Services professional for part of the firm's Investment Team.
The candidate must be an accountable, self-reliant team member who is comfortable both working independently and with a collaborative Investment Team.
This person must handle a variety of tasks simultaneously, have first-class communication skills, be highly detail-oriented and have diligent follow-through.
The perfect candidate is interested in a long-term position with upside in a fast-growing company with a family-oriented environment.
This position is based out of the Wayne, Pennsylvania office.
Responsibilities will include:
Working with the financial planning teams to provide investment insight and materials in preparation of both prospective and existing client meetings.
Attending, participating in, and keeping diligent notes of the weekly Investment Committee meeting.
Becoming an expert on the internal portfolio management system, which handles performance reporting, fee billing, and compliance reporting.
Running and leading periodic compliance projects and reports in investment-related areas.
Answering and executing investment-related operational requests from the financial planning teams.
Learning the internal investment technologies and assisting in research projects.
An interest in investment management and the ability to learn Diversified's philosophy and process.
A commitment to self-improvement, a desire to progress, and willingness to take on more responsibility over time.
Position Requirements:
Experience in the wealth management or asset management industry.
Some examples are a RIA, Broker Dealer, Bank, Fund Company, Insurance Company World-class organizational and communication skills World-class time management and operational efficiency skills Bachelor's Degree Job Type:
Full Time Job Type:
Full-time Pay:
$50,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Profit sharing Schedule:
Monday to Friday Work setting:
Hybrid work Work Location:
Hybrid remote in Wayne, PA 19087.
Estimated Salary: $20 to $28 per hour based on qualifications.
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