The Mather Group, LLC · 5 hours ago
Operations Associate
Chicago, IL
Full-time
Hybrid
New Grad, Entry Level
0+ years expThe Mather Group, LLC is focused on wealth management operations, and they are seeking an Operations Associate to ensure the integrity and efficiency of their operations. This role involves overseeing portfolio accounting, performance reporting, and billing, while also driving process improvements and supporting M&A integrations.
Financial Services
Hiring Manager
Rob Almeida
Responsibilities
Maintain accurate portfolio accounting, billing, and CRM data
Update and manage client information within the CRM system
Analyze and reconcile data discrepancies for accuracy
Support third-party technology data integrations and the firm’s database integrity, working with internal teams to identify and resolve risks to data quality
Assist in M&A integration, including data migration and system training
Generate complex reports for transparency, decision-making, and operational improvements
Ensure accurate fee calculations, billing, and quarterly client billing reconciliations
Run reports for client meetings, client performance reviews, assessments, and ad-hoc requests (e.g., performance tracking, client report design, benchmarking, billing/invoicing)
Collaborate with internal teams to align operations with strategic goals
Ensure compliance with record-keeping and audit requirements
Train and support advisors on firm systems and best practices
Assist the Trade Team with cash monitoring, account model assignments, and benchmarking
Communicate effectively, both verbally and in writing, with wealth advisors, functional departments, and TMG leadership
Coordinate with custodians and vendors to resolve operational issues
Establish and implement efficient operational processes
Contribute to projects improving efficiency and regulatory compliance
Qualification
Required
Up to three years of relevant professional experience
Proficiency in Microsoft Office Suite (specifically Excel and Outlook), and CRM software, with the ability to efficiently manage data, communication, and customer relationships
Excellent analytical and quantitative skills, with meticulous attention to detail
Excellent problem-solving and process improvement skills
Effective communication skills, both written and verbal
Strong organizational and time-management abilities
Ability to multi-task, prioritize, and collaborate effectively across various departments in a fast-paced, dynamic environment
Basic knowledge of asset allocation, portfolio construction, risk management, investments, asset classes, and markets
Adaptable and thrives under pressure in a fast-paced, ever-evolving team environment
Self-driven, proactive team player who takes full ownership and accountability of responsibilities
Preferred
Bachelor's degree in Business (Finance, Economics, Accounting) preferred
Fundamental project management skills a plus
Company
The Mather Group, LLC
You don’t get one advisor, you get The Mather Group.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Vistria Group
2022-04-06Private Equity
Leadership Team
Jennifer des Groseilliers
Chief Executive Officer
John Laurito
Chief Growth Officer
Recent News
Private Banker International
2026-01-13
2026-01-12
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