Investment Specialist

Get AI-powered advice on this job and more exclusive features. Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $11 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. We provide tailored investment management, financial planning, trust and estate, family office, and institutional advisory services through our offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Job Summary The Investment Operations Specialist works with and supports the Operations, Investment and Client Administration teams in providing exceptional wealth management, investment advisory and estate/trust services to firm clients. This position serves as the general knowledge base on all operational aspects of investment operations best practices, processes and adoption of core business applications. Primary Duties and Responsibilities The primary responsibilities of this position include, but are not limited to, the following: Develop documentation of investment operations processes and procedures, and also perform testing of these procedures Partner with the Investment and Client teams to oversee the implementation and administration of platform and non-platform alternative assets Perform various Investment Operations functions including trade administration, common trust fund administration, asset classification, maintenance of business applications, etc. Perform transaction audits and performance reconciliations and research performance anomalies as needed Coordinate and ensure completion of client or firm-specific projects as needed Other responsibilities as may be assigned (all personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed) Skills/Competencies necessary for this job include: Intellectual curiosity and strong work ethic Attention to detail with excellent organization skills and the ability to work independently 3+ years of experience with accounting principles, financial markets, performance measurement and reporting systems required; Bachelor's degree preferred Experience with alternative asset administration in a wealth management firm preferred Strong communication and interpersonal skills with the ability to multi-task and adapt to rapid changes Excellent computer skills, with specific proficiency in Microsoft Office Suite (especially Excel) Comfortable with hybrid work environment (combination of remote and in-office) Ability to maintain strict confidentiality of client and company information and to effectively follow risk management policies and procedures Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Management and Manufacturing Referrals increase your chances of interviewing at Diversified Trust by 2x Sign in to set job alerts for “Operational Specialist” roles. Operations Associate (Part-Time) - The Mall at Green Hills Engineering Office and Operations Coordinator Operations Associate, Cherokee Park, #91 Executive Assistant, Amazon Fulfillment, US AR Operations Senior Operating Partner- Private Equity Portfolio Operations We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr