Investment Operations and Reporting Associate
- Employer
- Strategic Income Management, LLC
- Location
- Seattle, Washington State
- Salary
- Competitive compensation, base salary plus bonus, generous benefits.
- Closing date
- Jul 11, 2021
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- Job Function
- Operations, Performance Analysis
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Middle/Back office operations for investment manager. We are seeking candidates for an entry/mid level middle/back office operations position for our rapidly growing SEC registered investment advisory firm. Some experience preferred but willing to train the right person. Familiarity with portfolio management and securities trading processes a plus. Position will work directly with COO and traders, daily reconciliation of client account activity with multiple custodians, resolving exceptions and coordinating settlement of trades. Additionally, the candidate will be expected to create numerous reports through excel and utilize Bloomberg for client presentations and monthly/quarterly analytical reports. We look to promote from within and reward merit. Fast paced congenial environment working within a small group of highly experienced investment professionals.
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