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Operations Associate

Full-time

Madison Investments

Madison Investments is seeking a detail-oriented, process-driven Operations Associate to join our Operations team in Madison, Wisconsin. This role is ideal for someone who enjoys working with data, processes, and cross-functional collaboration while building knowledge of the investment management industry. The Operations Associate will support key operational functions, including account setup, trade settlement, cash flow processing, transaction posting, and account reconciliation. The successful candidate will be collaborative, organized, eager to learn, and comfortable working in a fast-paced, team-oriented environment.

Duties

· Assist with post-trade functions and trade communications.

· Provide backup support for account setup, cash flow posting, transaction processing, and reconciliation.

· Complete assigned operational tasks accurately and on time.

· Help identify opportunities to improve processes and workflows.

· Assist with special operational projects as assigned.

Qualifications

· Bachelor’s degree preferred.

· One year of work experience and/or investment industry knowledge is preferred but not required.

· Strong interpersonal, communication, and customer service skills.

· Excellent organizational, time-management, and problem-solving skills.

· Strong computer skills, including Microsoft Excel proficiency.

· Ability to work independently and collaboratively as part of a team.

· Sound judgment, discretion, flexibility, and initiative.

· Willingness to learn new systems, processes, and industry concepts.

Benefits

· Comprehensive benefits, including health insurance, profit sharing, and 401(k) match.

· Collaborative, team-oriented company culture.

· Fast-paced, challenging environment with opportunities to learn and contribute.

· Opportunity to build investment operations knowledge at a nationally recognized firm.

Application Instructions

Submit a cover letter and resume to ***email_hidden***.

Vacancy posted 3 days ago
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