Investment Operations Analyst

We seek a detailed, motivated, and experienced trader to join our Asset Management Team. We are a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial planning and wealth management services. This individual should have in depth knowledge of financial markets, be a quick learner, and be able to work well in a team as communication within and across departments are key. The position will primarily support the asset management team with daily trade execution and portfolio management operations. Responsibilities include:
- All aspects of trade calculation, execution, and communication with custodians and teammates.
- Reviews all activity for accuracy of account information.
- Ensures correct ticket entry and order routing.
- Maintain communication with team and assists in resolving any settlement problems.
- Reconcile daily and monthly reports as assigned.
- Monitor portfolio drift to ensure adherence to strategy and client target allocations.
- Support advisors with complex trading requests.
- Daily management of routine and ad-hoc trading operations and workflow including, but not limited to, dollar cost averaging, ongoing cash raises, reporting functions, and investment research.
- Ongoing collaboration with back-office, advisory, customer service, and compliance teams to ensure accurate and best
practices are being followed.
- Identify and implement process improvements to drive efficiencies within the department.
- Maintains and updates of all the centrally managed models within our trading system.
- Adherence to GIPS policy standards and procedures while preparing and executing trades.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience
- Bachelor's Degree
- Enjoys working in fast-paced environment and ability to manage multiple tasks.
- Demonstrated ability to communicate effectively across organization through both verbal and written communication.
- Strong proficiency in Excel (run and create functions, pivot tables and charts).


Nice to Have Skills & Experience
- Quick adaptation to technology.
- Trading knowledge
- Strong business acumen
- Ability to work well under stress
- Solid understanding of financial markets
- Excellent analytical skills


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.