We have a current opportunity for an Operations Associate on a permanent basis. This role will be working with a leading investment management firm and be involved in the life cycle of wealth management client processes. The position will be in-person based in Boston. This is an urgent search so for further information please apply today!
Responsibilities:
- Provide reconciliation support for the trading desk
- Collaborate closely with internal teams to enhance operations and account related reporting activity
- Automation and enhancement of operations within the wealth management life cycle
Qualifications:
- Min. 1-2 years working with Advent/APX
- A self-starter who enjoys working with a lean team and wearing multiple hats
- Strong analytical mindset
- Bachelors Degree
