Chamberlain Group Financial Services · 3 weeks ago
Senior Investment Operations Analyst
Irvine, CA
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $100K/yr
5+ years expChamberlain Group is an independent financial services organization providing customized wealth management strategies to affluent clients. The Senior Investment Operations Analyst oversees critical systems and processes, ensuring client portfolios are well balanced and operations are continuously improved.
ConsultingFinancial ServicesInsuranceRisk Management
Responsibilities
Serve as the primary expert and point of contact within the organization
Responsible for supporting end-users, implementing updates, and ensuring that all users are utilizing the software to its full potential
Lead internal initiatives to evaluate and improve operational processes, driving efficiency and enhancing client service
Oversee the measurement and reporting of investment performance, ensuring alignment with established objectives
Support the preparation, auditing, and analysis of client reports to ensure data accuracy and compliance with firm standards
Deliver timely and accurate performance reports to clients
Oversee the reconciliation of investment advisory fees and ensure accurate billing
Provide timely and accurate quarterly invoices to clients
Collaborate with the Investment Committee and other teams to utilize investment data analytics to support and improve how we monitor investments, evaluate new ideas, research fund offerings, assist with client information requests and other ad hoc projects
Trade execution and overall trade process oversight: Lead daily trade execution across various asset classes, ensuring adherence to client investment strategies
Create and maintain queries to assist in managing portfolios (liquidity profiles, asset class and position weights, cash monitoring/deployment, etc)
Recommend actions to rebalance portfolios when given parameters from CIO
Track, analyze, and report on key department metrics
Qualification
Required
5-10 years of experience with both traditional investments (mutual funds, SMAs) as well as alternative investments (private funds not traded on an exchange or held at a custodian)
BA/BS degree in Finance or related field
Series 7, 63 or 66 Security Licenses
Highly proficient in investment operations systems, such as portfolio accounting (i.e., Addepar, Black Diamond), custodial portals (i.e., Fidelity NFS Wealthscape), fund analytics (i.e., Morningstar)
Positive attitude, superior customer service skills, strong initiative, critical thinking, flexibility, accountability and excellent communication (oral and written)
Ability to self-direct, multi-task and utilize tact and diplomacy
Sophisticated platinum-level service skills, external and internal
Must be proficient in Microsoft Office (Word, Excel and PowerPoint)
Benefits
Performance bonus
Health, dental and vision insurance
401(k)/Profit Sharing
Paid holidays
Paid time off
Company
Chamberlain Group Financial Services
Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mike Kiley
CEO
Recent News
GlobeNewswire
2026-01-07
AIM Group
2025-12-06
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