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Ascendo Resources · 2 weeks ago

Investment Operations Associate

Miami, FL

Full-time

Hybrid

Senior Level

$130K/yr - $180K/yr

5+ years exp

Ascendo Resources is a premier, independently owned firm in the investment management industry, seeking a dedicated professional for the role of Investment Operations Associate. This position involves facilitating services for ultra-high net worth clients, overseeing trade pipelines, and assisting in the creation of tailored investment strategies.

Human ResourcesStaffing Agency

Hiring Manager

Daniel Longman, MSF

Responsibilities

Facilitate the seamless delivery of services to ultra-high net worth clients by acting as a primary liaison between internal departments and external partners

Oversee the administration and tracking of trade pipelines to ensure all execution steps are completed accurately and efficiently

Assist with the creation and implementation of sophisticated investment strategies tailored to specific client needs and cash requirements

Manage high-level communications and inquiries to ensure that all client and counterparty requests are handled with precision

Support senior leadership in optimizing daily workflows and coordinating internal resources to maximize firm productivity

Qualification

Financial services experienceFluency in SpanishProject managementAdvanced spreadsheet skillsOrganizational skillsProfessional demeanorPresentation tools proficiencyUniversity degree in financeCommitment to growthAttention to detail