Permanent Posted March 18, 2026
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Job Description

Our client is an Investment Manager for high-net-worth families, and they are looking to add to their team an Associate, Operations on a full time basis. This is a new role give the growth our establish client has experienced.


**Note, this role is 5 days per week in office for the first three months, then 50% WFH / in office



As the Associate Operations, you are responsible for: 1] Financial and Data Reconciliation, 2] Cash Management, 3] Statement Production & Client Service Support, and 4] Other ad hoc and coverage duties.



To be considered for this role, our client is looking for someone with the following skills/qualifications;
  • 3+ years recent and relevant experience
  • Bachelor Degree with completion or enrollment in the CSC
  • Solid communication skills [written and verbal]



  • If you have the skills required to be successful in this role and you would like to learn more, please send your updated resum...

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