Operations Associate
Role Overview
The Operations Associate role will report to the Director Operations supporting the operations group in the daily administration and trading of discretionary and non-discretionary client accounts and general operational functions and administration.
The individual in the role will be expected to be proactive and work in a collaborative team environment.
Full Job Posting
Required Qualifications:
- Bachelor’s Degree
- Minimum of 1-3 years related work experience in investment operations and/or a trading group (Relevant internship experience will be considered)
- Proficiency in Microsoft Office Suite, Adobe Acrobat, and Smartsheet
- Experience with Bloomberg AIM and Compliance modules
- Skills and Competencies:
- Organization, Prioritization & Time Management
- Analytical Thinking & Creative Problem Solving
- Judgment, Accuracy & Process Orientation
- Accountability, Credibility & Dependability
- Team Orientation & Courteous/Helpful Communication
- Initiative & Efficiency
- Compensation Range:
- $90,000 - $105,000
- Why Cerity Partners:
- Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
About Cerity Partners
Independent U.S. wealth management and financial advisory firm serving high-net-worth individuals, businesses, and nonprofit organizations.
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