Investment Management Operations Coordinator

Goelzer Investment Management
Carmel, IN
Category Finance
Job Description
We are looking for a self-starter who displays initiative and a positive attitude, a high level of integrity, and the motivation to take on a variety of tasks in a team-oriented environment.

Requirements

  • Design and implement model-based trading strategies across client accounts and households
  • Identify, document, and assist in resolving trade exceptions and error corrections
  • Create and maintain reporting templates for our Private Client and Institutional teams
  • Ensure integrity of portfolio and transaction data, coordinating with technology and custodial partners to improve integration as necessary
  • Act as a liaison between investment management, operations, technology, custodial partners, and external vendors
  • Coordinate accurate and timely reconciliation of pricing, transactions, and cost basis across custodians
  • Assist with internal operational reviews related to trading activity, system behavior, reporting processes, and investment data accuracy
  • Escalate operational risks, data integrity concerns, or system limitations to appropriate leadership in a timely manner
  • Drive continuous improvement of investment operations processes, data feeds, and system workflows

Benefits

  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
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