Investment Operations Associate

We're hiring an Investment Operations Associate on behalf of our client"”a growing, SEC-registered boutique wealth management firm based in Conshohocken, PA. This is an internally focused, analytical role that sits at the intersection of investment operations, trading execution, and portfolio support.Reporting directly to the Managing Director of Investment Operations, this associate will play a hands-on role in executing trades, maintaining proprietary portfolio models, managing electronic proxy voting, and supporting the firm's investment management platform. If you thrive in a head-down, detail-oriented environment where precision and process matter, this role was built for you.Core ResponsibilitiesTrading & ExecutionExecute equity, ETF, fixed income, and mutual fund trades in accordance with portfolio manager direction and firm strategyMonitor trade activity to ensure accuracy, timeliness, and best execution practicesReconcile trades and positions across custodians (e.g., Schwab) and internal systemsCover trading desk responsibilities, including afternoon desk coverage, as neededMaintain trading logs and supporting documentation for compliance and audit purposesPortfolio Modeling & RebalancingMaintain and update the firm's proprietary stock model on a weekly basis using data provided by investment managersSupport model portfolio alignment with firm investment strategyAnalytics & ReportingGenerate performance reports and portfolio analytics for internal useSupport development and enhancement of internal reporting tools and dashboardsConduct ad hoc analyses to support investment decision-making and firm initiativesOperations & Process ManagementHandle electronic proxy voting and related compliance documentationEnsure data integrity across portfolio management and reporting systemsIdentify opportunities to streamline workflows and improve operational efficiencyCollaborate cross-functionally with compliance to ensure adherence to SEC regulations and internal policiesCandidate ProfileThe ideal candidate has a strong understanding of the financial services industry"”the terminology, the workflows, and the operational nuances that come with working in an investment management environment. This is not a client-facing role, but it does require someone who communicates clearly, works well internally with portfolio managers and operations staff, and brings a collaborative, go-with-the-flow attitude.Bachelor's degree in Finance, Economics, Business, Accounting, or a related field2-5 years of experience in investment operations, trading support, or portfolio administration within a financial services or wealth management firmFamiliarity with custodial platforms; Schwab experience is a strong plusStrong proficiency in Excel; experience with portfolio management or reporting systems is a bonusWorking knowledge of financial markets, securities, and portfolio construction principlesAnalytical mindset with sharp attention to detail and a commitment to accuracyAbility to manage multiple priorities in a fast-paced environment without losing composureProfessional, reliable, and easy to work with"”no licensing or certifications required for this roleCompensation & BenefitsBase salary of $60,000 to $80,000, depending on experienceYearly Performance bonus eligibility (details consistent with firm's current compensation structure)Comprehensive health, dental, and vision insurance401(k) plan with employer matchPTO, paid holidays, and additional firm benefitsWork Environment & CultureThis is a full-time hybrid role based in Conshohocken, PA, with a 3-day in-office / 2-day remote schedule. Our client is a boutique, fundamentals-driven investment firm with a collaborative internal culture. The team values integrity, accuracy, and a steady, dependable presence. This role is purposefully designed for someone who prefers meaningful, focused work over a client-facing spotlight"”and who takes pride in keeping the engine running smoothly behind the scenes.Training will be provided over two to three weeks, led by the Managing Director of Investment Operations.

Created: 2026-05-09