Job Description
Amazing Opportunity: Investment Operations Associate on an Upward Trajectory
Ascendo is excited to present this opportunity in the investment management industry. We are looking for a dedicated professional to join a premier, independently owned firm in Miami that manages the complex financial needs of prestigious families and institutions. This role is perfect for a highly intelligent and meticulous individual who possesses a deep-rooted understanding of investment principles and thrives in a high-stakes, collaborative environment. The ideal candidate will have 5+ years of experience in specialized financial roles like private banking or investment advisory, coupled with a proactive mindset and the ability to operate with the utmost discretion.
Responsibilities:
- Facilitate the seamless delivery of services to ultra-high net worth clients by acting as a primary liaison between internal departments and external partners.
- Oversee the administration and tracking of trade pipelines to ensure all execution steps are completed accurately and efficiently.
- Assist with the creation and implementation of sophisticated investment strategies tailored to specific client needs and cash requirements.
- Manage high-level communications and inquiries to ensure that all client and counterparty requests are handled with precision.
- Support senior leadership in optimizing daily workflows and coordinating internal resources to maximize firm productivity.
Qualifications:
- 5+ years of professional experience within financial services, specifically in roles such as client services, investment advice, or buy-side analysis.
- Fluency in both English and Spanish is required to effectively serve a diverse international client base.
- Exceptional proficiency in standard business productivity software, particularly advanced functions in spreadsheets and presentation tools.
- Proven ability to manage complex projects with extreme attention to detail and superior organizational skills.
- A university degree focused on finance, business administration, or accounting.
- A humble and inquisitive professional demeanor with a commitment to long-term career growth.
Benefits:
- Comprehensive health and medical insurance options.
- Company-sponsored retirement savings plans.
- Performance-based incentive programs and a highly competitive salary structure.
- Robust professional development and extensive training within the firm.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.