Investment Operations Associate

Investment Operations Associate

Boutique Wealth Management Firm

San Antonio, TX

Overview

Boutique Independent RIA serving high net worth clientele seeks an Operations & Portfolio Implementation Associate to support its growing team. This critical role focuses on portfolio trading, operational support, and workflow efficiency, providing the backbone for accurate and efficient investment management.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

Gain exposure to diverse investment operations and workflow optimization

Direct impact on client outcomes through precise trading support

Execute and document securities trading with precision and efficiency

Implement tax-efficient trading strategies, including asset location and tax loss harvesting

Engage in special projects as the firm continues to scale

Competitive compensation package including benefits and bonuses

Requirements

Bachelor’s Degree (finance, business, or related field preferred)

2+ years of investment operations, trading, or related experience preferred

Strong analytical skills and Excel proficiency

Track record of professionalism, adaptability, attention to detail, and time management