Top 12 Investment operations associate Jobs in Riverhead Ny

Investment Operations Associate
MTO Financial Services —Stony Brook, NY
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
6d
Branch Operations Lead - LI East - Riverhead, NY
JPMorganChase —Riverhead, NY
- $28.75 - $35.05 an hour
- Weekends as needed
- Management
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
AVP Enterprise Applications
Stony Brook University Hospital —Stony Brook, NY
- $230,000 - $300,000 a year
- Online Application
- Oracle
- Inventory management
- 5 years
Section Head, Electron-Ion Collider Technical Division
Brookhaven National Laboratory —Upton, NY
- $184,400 - $306,100 a year
- Multiple hires
- 6 years
- Engineering
- Travel
Commercial Lines Senior Client Manager, Select
World Insurance Associates LLC —Farmingville, NY
- $73,300 - $90,500 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
5d
Surety Account Manager
World Insurance Associates LLC —Farmingville, NY
- $71,300 - $89,100 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
Quick Apply
5d
Commercial Lines Account Manager, Middle Market
World Insurance Associates LLC —Farmingville, NY
- $77,600 - $97,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
5d

Discover related jobs

Based on your search for investment operations associate jobs.

Chief Investment Officer
Confidential —Melville, NY
Manage asset allocation, portfolio construction, and risk management strategies. Proficiency in investment research tools and portfolio management software.
$250,000 - $350,000 a year
Quick Apply
3d
FINANCIAL ADVISOR (WEALTH MANAGEMENT)
Aegis Capital Corp —Melville, NY
Master market dynamics with investment and retirement strategies. You want to earn your FINRA licenses and dominate the finance industry.
$50,000 - $125,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Treasurer and Human Resource Manager
American Jersey Cattle Association —Reynoldsburg, OH
Ensure compliance with federal, state and local financial regulations. Working Conditions:* A full-time position involving frequent contact and communications…
$60,000 - $80,000 a year
Quick Apply
10d
Assistant Property Manager
Village Green —Columbus, OH
Applies payments to resident ledgers; make daily bank deposits; follow-up with telephone calls and/or collection or demand notices (letters) to ensure prompt…
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for investment operations associate in riverhead ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment operations associate jobs near riverhead ny

Investment Operations Associate

MTO Financial Services
Stony Brook, NY

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year
6 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Customer records maintenance
Managing customer accounts
Client onboarding
Portfolio performance analysis
Account maintenance
Investment management software
Client file management
Performance Reporting
Investment reports
Portfolio performance measurement
Databases
Bachelor's degree
Data management
Financial records management
Asset allocation strategy
Investment account customer support
Financial data management
Account opening

Full Job Description

Company Description

MTO Financial Services partners with RIAs, family offices, hedge funds, and wealth management firms as an extension of their operations team. We specialize in investment reporting, alternative investment data management, outsourced COO services, back-office operations, and trading support. Our mission is to simplify complex operational workflows so advisors can spend more time serving clients and growing their businesses.

Role Description

The Investment Operations Associate will support investment reporting, client service, portfolio administration, trading support, and back-office operations for RIAs and wealth management firms. This position is ideal for someone who enjoys working with investment data, technology platforms, and client-facing operational processes.

Qualifications:

MUST have experience 2- 5 years using Addepar
MUST be on-site 5 days a week in Stony Brook, NY

· Prepare investment performance reports using Addepar.

· Maintain client portfolios and reconcile investment data.

· Monitor asset allocations, cash balances, and investment restrictions.

· Assist with trade execution, trade blotters, and trade confirmations.

· Process account paperwork and coordinate client onboarding.

· Communicate with custodians, advisors, and clients regarding account activity.

· Support alternative investment reporting and document collection.

· Maintain accurate client records and reporting databases.

· Provide exceptional client service while ensuring operational accuracy.

· Bachelor's degree in Business Administration, Finance or Economics.

Pay: $80,000.00 - $100,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Addepar: 2 years (Required)

Location:

Stony Brook, NY 11790 (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment operations associate jobs in riverhead ny

Investment Operations Associate

Branch Operations Lead - LI East - Riverhead, NY

AVP Enterprise Applications

Section Head, Electron-Ion Collider Technical Division

Commercial Lines Senior Client Manager, Select

Surety Account Manager

Commercial Lines Account Manager, Middle Market

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for investment operations associate in riverhead ny

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected