Role OverviewThe Investment Operations Associate will own pieces of the member investment lifecycle end to end, from onboarding to ongoing account management. They will support the trading process, keep member funds moving accurately, and resolve transfer issues. The role requires a sharp attention to detail, comfort working against daily deadlines, and a bias toward improving the work. The successful candidate will have 1-3 years of experience in investment operations, brokerage operations, or a comparable financial services role.
What You Will Do
The Investment Operations Associate will own pieces of the member investment lifecycle end to end, from onboarding to ongoing account management. They will support the trading process, keep member funds moving accurately, and resolve transfer issues. They will also be a direct point of contact for members with questions about their portfolio or account.
Why It Might Be a Fit
The successful candidate will have a genuine interest in breadth over early specialization, a bias toward improving the work, and clear written and verbal communication skills. They will also have a Series 7, 63, or 65/66 license, and experience in FinTech, RIA, or broker-dealer is a plus.
Requirements
- 1-3 years of experience in investment operations, brokerage operations, or a comparable financial services role
- Familiarity with custodial or clearing platforms and core brokerage workflows
- Sharp attention to detail and comfort working against daily deadlines in an accuracy-first environment
- A bias toward improving the work, not just completing it
- Clear written and verbal communication
- Series 7, 63, or 65/66 license
- FinTech, RIA, or broker-dealer experience a plus
Benefits
- 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
- 401(k) retirement savings program
- Paid Time Off
- Parental Leave
- Meals
- Fitness
- Equity & Career Growth
- Annual Compensation Reviews
- Boomerang Program
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