Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Ensure data integrity across investment systems and assist with platform updates * Prepare ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Ensure data integrity across investment systems and assist with platform updates * Prepare ...
Business Operations Associate
Chicago, IL · Hybrid
$85K - $120K/yr
The Role The Business Operations Associate sits at the intersection of Client Operations, Clinical ... This role translates clinical and operational data into clear, actionable insights for our clients ...
Business Operations Associate
Chicago, IL · Hybrid
$85K - $120K/yr
The Role The Business Operations Associate sits at the intersection of Client Operations, Clinical ... This role translates clinical and operational data into clear, actionable insights for our clients ...
Business Operations Associate
Chicago, IL · On-site +1
$85K - $120K/yr
The Role The Business Operations Associate sits at the intersection of Client Operations, Clinical ... This role translates clinical and operational data into clear, actionable insights for our clients ...
Business Operations Associate
Chicago, IL · On-site +1
$85K - $120K/yr
The Role The Business Operations Associate sits at the intersection of Client Operations, Clinical ... This role translates clinical and operational data into clear, actionable insights for our clients ...
Business Operations Associate
Tinley Park, IL · On-site
$16 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Business Operations Associate
Tinley Park, IL · On-site
$16 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Business Operations Associate
Tinley Park, IL · On-site
$16 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Business Operations Associate
Tinley Park, IL · On-site
$16 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Business Operations Associate
Naperville, IL · On-site
$16 - $33.90/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Business Operations Associate
Naperville, IL · On-site
$16 - $33.90/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Business Operations Associate
$16 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Business Operations Associate
$16 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Business Operations Associate
$16 - $33.90/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Business Operations Associate
$16 - $33.90/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Business Operations Associate
Naperville, IL · On-site
$16 - $33.90/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Business Operations Associate
Naperville, IL · On-site
$16 - $33.90/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... Ability to read, interpret, and record data accurately for compliance and reporting. * Strong ...
Operations Associate
Elgin, IL · On-site
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Full-time
Posted 4 days ago
Job description
A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management, alternatives administration, and operational workflows that drive exceptional client outcomes.
This role is ideal for someone who is detail-oriented, process-driven, and experienced in investment operations within a fast-paced advisory environment.
Key Responsibilities
- Execute trades accurately and in alignment with models, client objectives, and compliance standards
- Manage daily portfolio activities including cash positioning, liquidity needs, and routine adjustments
- Process and track alternative investment documentation and ensure compliance
- Oversee account administration including transfers, funding, paperwork, and Envestnet maintenance
- Identify and escalate operational issues, risks, or exceptions
- Maintain workflow discipline, refine processes, and support operational scalability
- Ensure data integrity across investment systems and assist with platform updates
- Prepare investment reports and materials for advisor and client review
Qualifications
- 3-5+ years of experience in Financial Services or Investment Operations
- Bachelor's degree in finance, economics, accounting, financial planning, or related field
- FINRA Series 6 or 7 and Series 63 (required or obtainable within 6 months)
- Experience with Envestnet and custodial platforms strongly preferred
- Proven accuracy in trading, cash movements, portfolio maintenance, and account administration
- Strong judgment, ownership mentality, and ability to escalate appropriately
- Excellent communication, organization, and prioritization skills
Key Characteristics
- High attention to detail and integrity
- Process-oriented with disciplined execution
- Comfortable in a fast-paced environment
- Collaborative, professional, and maintains confidentiality