Investment Operations Associate
Compensation
$60k – $85k /yr
Employment type
Full-time
Work setting
On-site
Location
Tampa, FL
Schedule
Day shift
Posted
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Job overview
The Investment Operations Associate is an onsite role based in Tampa, FL, with a pay range of $60,000–$85,000 per year. This position supports the firm's investment platform and portfolio management workflows. This role exists to independently execute operational workflows, including account setup, trade monitoring, and alternative investment processing. The associate ensures data integrity and provides support to advisors to maintain a high-quality client experience.
What you'll do
- Process account setup, manage SMArtX onboarding, monitor trading systems, coordinate tax transitions, process alternative investments, and support advisor training.
What we're looking for
- Skills & competencies
- full-timetampa flinvestment operationsfinanceportfolio managementday shift$60-85k401(k)health insuranceadvisor support
- Work arrangement
- Weekend coverage required
Benefits & perks
- 401(k) with match, health, dental, vision, life insurance, PTO.
Why this role
Opportunity to work with major custodians and advanced investment platforms.
About the employer
Concurrent Investment Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2051.00
You'll be redirected to the employer's application page.
Listing ID: 084d67d2-ec13-45d6-820f-20dd805edf61