Director of Finance leading the strategic finance capability in a high - growth consumer app company. Reporting directly to the CEO and establishing financial planning frameworks from the ground up.
About the role
- Investment Operations Associate managing daily trading and portfolio management tasks for wealth management platform. Collaborating with advisors to ensure operational excellence and scalability.
Responsibilities
- Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting.
- Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians.
- Manage daily investment operations requests and tasks, ensuring timely and accurate execution.
- Implement new accounts into SWIM and execute rebalances for advisors.
- Support bulk implementations to accelerate advisor adoption of SWIM.
- Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models.
- Streamline and improve investment operations workflows to enhance scalability and efficiency.
Requirements
- 2+ years of relevant experience in wealth management, trading, or investment operations.
- 2+ years of experience trading client portfolios using portfolio management and trading software.
- Strong understanding of the wealth management industry and experience collaborating with advisors.
- Proven ability to take ownership of tasks and execute with efficiency and accuracy.
- Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity.
- Current Series 65 license or willingness to obtain within 2 months.
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to best in class medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
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