Investment Operations Specialist

Investment Operations Specialist

Investment Operations Specialist– MKD Wealth Coaches
Privately held Wealth Management company is seeking an Investment Operations Specialist to provide operational and research support for its investment division. The company manages several active and passive strategies utilizing various submanagers and internally created methods. Candidates must be extremely organized, enjoy providing research, and enjoy digging into details.

Candidates must be able to perform the following functions:
• Trading multiple strategies on custodial platform
• Complex performance calculations
• Mutual fund / ETF analysis and screening
• Security research
• Calculation of quarterly advisory fees
• Internal audit of allocation drift
• Account maintenance
• Manage software vendor relationships
• Technologically proficient

All candidates should have:
• 3 years of related experience
• Bachelor’s Degree
• Proficiency in Microsoft Excel
• Series 65 or 66 license
• Incredible attention to detail and organizational skills

Resumes should be submitted to nathan@mkdWealthCoach.com.