Investment Firm - Operations Associate

Norfolk, Virginia
Negotiable based on experience.
Jun 29, 2018
Jul 29, 2018
Employment Type
Full Time

Wilbanks, Smith & Thomas Asset Management, LLC is an established and growing investment advisory firm located in downtown Norfolk.  We are dedicated to providing our clients world class investment strategies and service.  Our team currently consists of 40 professionals, each of whom is expected to serve with enthusiasm, alacrity, and the utmost professionalism.  In return and we are committed to offering our employees a challenging and friendly work atmosphere with opportunities for advancement. Only those candidates with integrity, dedication and a desire for long-term employment should apply for this position.

We are seeking to fill the position of Operations Associate.  The role of this position is to provide administrative support to the Director of Performance Services on her daily, weekly, and monthly tasks, focusing primarily on our firm’s GIPS Compliance program (Global Investment Performance Standards).  This is a support position and the successful candidate will be a team player willing to take direction and be resourceful.  Candidate must also possess excellent communication skills and a friendly, professional and positive demeanor.  This position offers the opportunity for increased responsibilities and growth potential.

Job responsibilities include the following:

  • Assist Director of Performance Services in managing composites of investment portfolios
  • Daily review of account documents to include agreements, fee schedules, client investment goals & objectives, restrictions, etc.
  • Generation and review of investment portfolio reports from accounting software
  • Work with Analysts and Portfolio Managers to gather additional documentation pertaining to client investment goals and objectives
  • Serving as a key member of the Operations Team, and working closely with the Compliance and Marketing Teams

Required Qualifications:

  • Bachelor’s Degree
  • 2-3 Years relevant work experience
  • Excellent organizational skills
  • Extreme attention to detail
  • Ability to collaborate and work well in a team environment
  • Proficient in Microsoft Office Suite, in particular MS Excel

Preferred Qualifications:

  • Knowledge of FactSet, Advent Software, Orion Software, and/or Salesforce
  • Work experience and/or degree in Finance or Accounting
  • Knowledge of securities (stocks, mutual funds, bonds) with experience in the financial and investment industry

If you are interested in applying for the Operations Associate position please email your resume and cover letter in PDF format to   Wilbanks Smith & Thomas Asset Management LLC, 150 West Main Street, Suite 1700, Norfolk, VA 23510.  Learn more about WST at

No phone inquiries will be accepted.