Skip to Main Content

Investment Operations Analyst

International Search Consultants
Alexandria, VA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Investment Operations Analyst

Alexandria, VA

Our Client is a prominent and rapidly growing Multi-Family Office and Wealth Manager with close to 4B in AUM. Their clients include high net worth individuals, families, institutions, trusts and foundations.

The firm is looking for an Operations Analyst to join Alexandria office and work closely with their Chief Operating Officer and Operations and Client Servicing teams. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.

This individual will be instrumental in building out processes, procedures and streamlining of processes with a heavy emphasis on project management as the Firm has grown significantly in the past five years and continues to grow.

This is an ideal position for someone with 1-3 years experience looking for an opportunity to learn, be exposed to both front office/client facing as well as back-office operations of a prominent firm with continued opportunities for advancement. Strong full package, including competitive base, yearly bonus and excellent benefits.

Operations Analyst Responsibilities Include:

Partnering closely with the Chief Operating Officer and Operations team to ensure client data is complete and accurate for each client.

Emphasis on process improvement with ongoing project management and support.

Setting up and maintaining client accounts and portfolios on the firms performance reporting platform.

Facilitating paperwork and cashiering transactions with separate account managers, limited partnerships, hedge and private equity funds.

Ad hoc client support.

Collecting and updating fund estimates and actual valuations while ensuring accurate performance.

Interacting with outside performance reporting vendor to troubleshoot reporting issues.

Interacting with outside custodians on reporting issues.

Opportunities to partner with other teams and collaborate on projects.

Operations Analyst Rewards - If you qualify for this opportunity, the Firm offers the below;

Collaborative, passionate and dedicated team. Excellent corporate culture and a friendly, fun and exciting place to work.

Excellent Growth Potential; The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth.

Competitive base salary with a potential for a yearly bonus.

Operations Analyst Requirements:

Bachelors degree

1-3 years of Operations and/or Client Servicing experience within Private Wealth Management.

Advanced Microsoft Office skills with a heavy emphasis on Excel.

How to Apply:

Please contact Jaami Clement,, 888-866-6625.

Referrals Do you know someone who may be a fit?

We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. Were looking for sharp Operations professionals and ideally candidates that are not looking whos name comes to mind?

International Search Consultants


Alexandria, VA


Finance and Insurance

View all jobs at International Search Consultants