About this opportunity
Cyperus Group LLC lists this Operations Associate opportunity in somerset, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Position: Operations Associate | Investment Management
A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.
An investment management firm is looking for an early-career professional to join its Client Operations team.
This is a role where you’ll work closely with Portfolio Managers, Client Service, Trading, and Operations — with hands-on involvement in portfolio monitoring, trade implementation, compliance, client accounts, and data.
What you’ll be doing:
Create trades for client accounts and strategies as directed by Portfolio Managers or clients
Monitor portfolios for adherence to investment guidelines, strategy models, and risk controls
Communicate portfolio compliance issues to Portfolio Managers and Senior Management
Support daily ETF Capital Markets activity in coordination with Portfolio Management, Trading, and Operations
Assist with new client onboarding and account setup
Maintain data integrity across client records and systems
Participate in operational and cross-functional projects
What they’re looking for:
Bachelor’s degree and a strong interest in investment management
xzgxqkn 0–3 years of relevant experience; portfolio administration experience a plus
Recent undergrads considered IF they have related internship experience
Strong analytical, problem-solving, and critical-thinking skills
Excellent written and verbal communication
Strong Microsoft Office skills
For immediate consideration, send resume to
Worksite address
somerset, NJ, 08873, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.