Technology & Data Specialist for Growing RIA Firm

Recruiter
Avitas Wealth
Location
Los Angeles, California
Salary
Up to $75,000 plus bonus + full benefits package
Posted
19 Jan 2022
Closes
08 Feb 2022
Employment Type
Full Time
Education
Bachelors

Introduction

Join a 13-person, growing Los Angeles-based RIA firm which provides outstanding service to high-net-worth families. This is a CAREER opportunity to work with people who enjoy working together and excel at delivering high level results.

The full-time position would involve working some days in our Los Angeles office and some days remote.

We are looking for an Excel expert. For example, this would include competencies such as:

  • Experience of handling/manipulating/maintaining large data sets
  • Working with data across multiple workbooks/worksheets (i.e., Power Query, dependent lists)
  • Solid knowledge of Office/Excel 365
  • Use of XLOOKUP function

Responsibilities

Assist with back-office operations at fast-growing RIA:

• Maintain accounts, security information and data necessary for trading, reporting and billing purposes

• Daily reconciliation with custodian and/or fund administrator data

• Support compliance & regulatory reporting

• Support equity and fixed income trading teams

• Support calculation of GIPS performance

• Support Billing & Accounts Payable

• Constantly seek process improvements with focus on automation & digitization

Qualifications

• General knowledge of financial markets

• 3+ years of back-office experience in wealth management / financial services environment

• Expert Excel (required)

• Python / VBA programming (preferred)

Personal Attributes

• Strong communication skills

• Highly analytical and detail-oriented

• Team player able to accommodate tight deadlines in a fast-paced environment

Education

• Bachelor’s degree and 3+ years of related financial services industry experience

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