Investment Service Specialist

Job Summary

A company is looking for an Investment Service Specialist - Long Short (Remote).

Key Responsibilities

• Support Advisor Teams by delivering exceptional investment services and guidance on long short SMA operations
• Collaborate with internal and external partners to ensure accurate execution of SMA strategies and facilitate onboarding of accounts
• Drive process improvements and operational efficiency by leveraging technology and refining processes

Required Qualifications

• Bachelor's degree (or equivalent experience) in business, finance, economics, or related field
• 3 years of experience in Financial Services with a focus on investment operations
• Knowledge of financial markets and investment operations
• Proficient with Microsoft Office Suite or related software
• Familiarity with Salesforce and Support Org functionality