Sr. Invesment Operations Associate-IOWA

RK Partners

Job Description

Senior Investment Operations Associate

A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management, alternatives administration, and operational workflows that drive exceptional client outcomes.

This role is ideal for someone who is detail‑oriented, process‑driven, and experienced in investment operations within a fast‑paced advisory environment.

Key Responsibilities

Execute trades accurately and in alignment with models, client objectives, and compliance standards
Manage daily portfolio activities including cash positioning, liquidity needs, and routine adjustments
Process and track alternative investment documentation and ensure compliance
Oversee account administration including transfers, funding, paperwork, and Envestnet maintenance
Identify and escalate operational issues, risks, or exceptions
Maintain workflow discipline, refine processes, and support operational scalability
Ensure data integrity across investment systems and assist with platform updates
Prepare investment reports and materials for advisor and client review

Qualifications

3–5+ years of experience in Financial Services or Investment Operations
Bachelor’s degree in finance, economics, accounting, financial planning, or related field
FINRA Series 6 or 7 and Series 63 (required or obtainable within 6 months)
Experience with Envestnet and custodial platforms strongly preferred
Proven accuracy in trading, cash movements, portfolio maintenance, and account administration
Strong judgment, ownership mentality, and ability to escalate appropriately
Excellent communication, organization, and prioritization skills

Key Characteristics

High attention to detail and integrity
Process‑oriented with disciplined execution
Comfortable in a fast‑paced environment
Collaborative, professional, and maintains confidentiality

Apply

Vacancy posted 1 day ago

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