Claire Myers Consulting ยท 2 weeks ago
Investment Operations Associate
Fort Wayne, IN
Full-time
Onsite
Senior Level
5+ years expClaire Myers Consulting is a nationally recognized wealth management firm serving high-net-worth clients across the country. They are seeking an Investment Operations Associate to oversee all aspects of investment operations and strengthen the systems that support their continued growth.
ConsultingHuman ResourcesRecruiting
Responsibilities
Oversee daily investment operations including trading, model management, and portfolio rebalancing
Ensure timely and accurate processing of client transactions, account openings, and transfers
Build and maintain workflows that enhance efficiency, scalability, and risk management
Evaluate and implement improvements to systems, trading platforms, and reporting tools
Partner with compliance to ensure all investment activity aligns with regulatory and internal standards
Support advisors with operational needs related to client portfolios and investment reporting
Collaborate across departments to ensure cohesive and consistent client service
Qualification
Required
Bachelor's degree
5+ years of experience in investment operations, trading, or portfolio management support
Series 7 required
Strong knowledge of investment products, trading platforms, and custodial processes
Excellent problem-solving, organizational, and analytical skills
Familiarity with compliance, risk management, and regulatory standards within wealth management
Detail-oriented, team-driven, and committed to operational excellence
Exceptional interpersonal, communication and relationship management skills
Benefits
Comprehensive health, dental, vision, and retirement benefits
Performance-based bonus opportunity
Company
Claire Myers Consulting
Claire Myers Consulting offers HR services, including talent acquisition, coaching, and consulting for SMBs.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Claire M. Vitale
Founder
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