Current career opportunities:

We have an immediate full time opening for a highly motivated individual in Operations for the Investment Management Team.


Education and Experience:

  • Bachelor’s degree – business related field preferred but not required
  • Previous internship/operations experience in securities, finance or banking required
  • Proficient with Microsoft Office, primarily Word and Excel
  • Experience with Advent Portfolio Exchange (APX) software a plus!

Primary Responsibilities:

  • Prepare Investment Advisory Agreements and Custody Account Applications
  • Coordinate transfer of accounts with multiple parties: Custodians, Investment Managers,
    Trustees, Clients, Attorneys, Accountants
  • Prepare letters of authorization and cash transfer documentation
  • Post daily transaction activity into in-house portfolio software
  • Prepare letters/memos/emails to Clients, Custodians, Investment Managers
  • Coordinate, update and maintain client information
  • Initiate Client stock donations
  • Reconcile incoming and outgoing cash and securities
  • Track and update cost basis information
  • Set up new accounts using in-house portfolio software
  • Answer and direct phone calls when necessary
  • Provide general support to visitors when necessary

Ideal Candidate would possess:

  • Excellent listening, oral and written communication skills
  • A professional work ethic and positive team attitude
  • A willingness to assist with general tasks critical to the efficient operation of our office
  • High accuracy with numbers and details
  • Excellent organization skills
  • Ability to prioritize and manage multiple tasks successfully
  • Ability to execute requests in a timely and accurate manner
  • Strict confidentiality regarding all client and office matters

If interested, please submit a resume and cover letter to