Investment Management Operations Coordinator
Goelzer Investment ManagementCarmel, Indiana
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Paid Vacation
Job Description
Responsive recruiter
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
We are looking for a self-starter who displays initiative and a positive attitude, a high level of integrity, and the motivation to take on a variety of tasks in a team-oriented environment. The successful candidate will be an individual who demonstrates a high level of respect for each person they encounter, is truly interested in continual personal and professional growth, and finds personal fulfillment in providing outstanding service and generally helping others. Above all, we are looking for a highly qualified individual who sees this as a tremendous opportunity for a long-term career at Goelzer and who will be passionately committed to continuous improvement.
Job Summary: The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm’s trading and reporting functions. The IMOC ensures that the firm’s trading systems facilitate accurate and efficient trade execution and timely and reliable monitoring of client accounts. The IMOC will also serve as the primary contact point with custodians to ensure data integration and integrity.
Key Responsibilities:Trading
- Design and implement model-based trading strategies across client accounts and households. Coordinate all trade activities, including block trades and trade allocation.
- Identify, document, and assist in resolving trade exceptions and error corrections, as necessary Maintain required trade documentation and order records
- Support trade reviews, execution quality analysis, and pricing validation as directed.
Reporting
- Create and maintain reporting templates for our Private Client and Institutional teams.
- Ensure integrity of portfolio and transaction data, coordinating with technology and custodial partners to improve integration as necessary.
- Act as a liaison between investment management, operations, technology, custodial partners, and external vendors.
- Coordinate accurate and timely reconciliation of pricing, transactions, and cost basis across custodians.
- Assist with internal operational reviews related to trading activity, system behavior, reporting processes, and investment data accuracy.
- Escalate operational risks, data integrity concerns, or system limitations to appropriate leadership in a timely manner.
- Drive continuous improvement of investment operations processes, data feeds, and system workflows.
Work Experience / Knowledge:
- 5 or more years of professional working experience preferred.
- Relevant experience in wealth management or related financial services required.
- Operational level experience with portfolio accounting, reporting, and rebalancing software. Administrative experience with the Tamarac product suite, including Tamarac Portfolio Center, preferred.
Skills / Other Personal Attributes Required:
- Dedication to professionalism, ethics, and confidentiality.
- Proficiency with MS Office: Advanced Microsoft Excel, including lookup and reference functions, as well as the ability to extract and integrate data between different applications.
- Passion for the industry and a constant desire to continually learn and research relevant subject matter.
- Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
- Ability to produce high-quality work in a demanding, time-constrained, environment is crucial.
- Demonstrate initiative, creativity, judgment, maturity, and poise.
Education:
- Minimum requirements: 5 years of relevant operations and trading experience, or a bachelor’s degree in finance or a related field with some Tamarac experience.
- Series 65 or Series 66 + Series 7.
With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Our Core Values:
- Trust: We earn and uphold confidence by acting in the best interests of those we serve.
- Integrity: We choose the difficult right over the easy wrong.
- Respect: We value and seek understanding among different perspectives.
- Thoughtfulness: We listen and we reflect. When we act, we do so with intention and care.
- Commitment: We are unwavering in our dedication to exceeding expectations.
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FAQs About Investment Management Operations Coordinator Jobs at Goelzer Investment Management
What is the work location for this position at Goelzer Investment Management?
This job at Goelzer Investment Management is located in Carmel, Indiana, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Goelzer Investment Management?
Employer has not shared pay details for this role.
What employment applies to this position at Goelzer Investment Management?
Goelzer Investment Management lists this role as a Full-time position.
What experience level is required for this role at Goelzer Investment Management?
Goelzer Investment Management is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Goelzer Investment Management for this role?
Goelzer Investment Management offers following benefits: Health Insurance, Dental Insurance, and Paid Vacation for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Goelzer Investment Management?
You can apply for this role at Goelzer Investment Management either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.