Technology & Data Specialist for Growing RIA Firm
- Employer
- Avitas Wealth
- Location
- Los Angeles, California
- Salary
- Up to $75,000 plus bonus + full benefits package
- Closing date
- Feb 8, 2022
View more
- Job Function
- Accounting/Audit/Tax, Operations, Performance Analysis, Trading, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- 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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