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Operations management Jobs in Fishers, IN

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Investment Management Operations Coordinator

Goelzer Investment ManagementCarmel, IN, United States
Full-time

Investment Management Operations Coordinator.The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm's trading and reporting functions.The... Show more

Operations Manager

Carter LumberNoblesville, IN, US
Full-time
Quick Apply

A Carter Lumber Operations Manager is responsible for the operation of a professional lumberyard.Success depends on your ability to meet performance objectives and sales goals while controlling cos... Show more

Operations Leader

Legendary Sweat Payroll LLCIndianapolis, Indiana, United States, 46220
Full-time
Quick Apply

As a Operations Leader at Legendary Dogs, you will play a crucial role in ensuring the efficient.Your primary focus will be on managing inventory,.This role requires strong organizational skills, a... Show more

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Management Trainee - Fishers/Noblesville

Enterprise HoldingsNoblesville, IN, United States
$50,000.00 yearly
Full-time

Start your career with Enterprise Mobility! We're hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ... Show more

Mgr Operations Planning

MISOCarmel, IN, United States
$162,000.00 yearly
Full-time

This is more than an operations leadership role.It is an opportunity to drive innovation.Working collaboratively across system operations, market operations, and external stakeholders, you'll champ... Show more

Operations Manager

FACE FOUNDRIÉWestfield, IN, US
Full-time

About FACE FOUNDRIÉ: FACE FOUNDRIÉ is an efficient + effective focused facial bar that provides affordable, approachable and accessible skincare in a modern + inclusive environment.FACE FOUNDRIÉ s... Show more

Facility Operations Supervisor

LifetimeFishers, IN, United States
Full-time

Facility Operations Supervisor.By doing safety checks and repairs, the Facility Operations Supervisor can assure the safety and cleanliness of the club.As the Supervisor you will work the opposite ... Show more

Remote Management Consultant

Micro1Lawrence, Indiana, US
$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

People Operations Director

Urology of Indiana LLCFishers, IN, United States
Full-time

This is a pivotal leadership role for a People Operations professional who wants to build something not just maintain it.As Director, People Operations, you'll be the strategic and operational bac... Show more

Operations Manager

Oak St. HealthNoblesville, IN, United States
$19.00 hourly
Full-time

We're building a world of health around every individual shaping a more connected, convenient and compassionate health experience.At CVS Health, you'll be surrounded by passionate colleagues who c... Show more

Inventory Management Analyst

Toyota Automated LogisticsNoblesville, IN, United States
Full-time

The Inventory Management Analyst supports inventory control and cost analytics activities for Toyota Automated Logistics, contributing to accurate inventory valuation, product costing, and financia... Show more

Remote Management Consultant

Micro1McCordsville, Indiana, US
$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

Investment Management Operations Coordinator

Goelzer Investment Management, IncCarmel, IN, US
Full-time

We are looking for a self-starter who displays initiative and a positive attitude, a high level of integrity, and the motivation to take on a variety of tasks in a team-oriented environment.The suc... Show more

Operations Manager

JobotCarmel, IN, US
$100,000.00 yearly
Permanent

Top Manufacturer is Looking for A Service Center Manager to Lead Operations! Great Benefits! Great Bonus! This Jobot Job is hosted by: Mathew Fallon Are you a fit? Easy Apply now by clicking the "Q... Show more

Operations Manager

CVS HealthNoblesville, IN, United States
$19.00 hourly
Full-time

We're building a world of health around every individual shaping a more connected, convenient and compassionate health experience.At CVS Health, you'll be surrounded by passionate colleagues who c... Show more

Vendor Management Specialist

Merchants BancorpCarmel, IN, United States
Full-time

The Vendor Management Specialist is responsible for the ongoing management of the organization's vendor relationships.This role engages in ongoing risk management of vendors, its analysis, and repo... Show more

Specialist - Document Management

Indiana University HealthCarmel, IN, United States
Full-time

Specialist-Document Management.Our leaders shape strategic initiatives, develop passionate teams, and work to improve health outcomes.They advance our mission and exemplify excellence, compassion, ... Show more

Operations/Service Manager

Burlington StoresNoblesville, IN, USA
Full-time

Are you a proven leader with a strong drive to succeed? Do you work well in a process-driven environment where organization and efficiency are critical to success? Are you an expert multitasker who... Show more

Operations Manager

Phenom PeopleFishers, IN, United States
Full-time

The Operations Manager is a member of the Store Management team, and as such, fulfills the company purpose of helping people on their path to better health by driving store execution and performanc... Show more

Remote Management Consultant

Micro1Noblesville, Indiana, US
$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

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Investment Management Operations Coordinator

Investment Management Operations Coordinator

Goelzer Investment ManagementCarmel, IN, United States
30+ days ago
Job type
  • Full-time
Job description

Investment Management Operations Coordinator

The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm's trading and reporting functions. The IMOC ensures that the firm's trading systems facilitate accurate and efficient trade execution and timely and reliable monitoring of client accounts. The IMOC will also serve as the primary contact point with custodians to ensure data integration and integrity.

Key responsibilities include:

  • Design and implement model-based trading strategies across client accounts and households. Coordinate all trade activities, including block trades and trade allocation.
  • Identify, document, and assist in resolving trade exceptions and error corrections, as necessary Maintain required trade documentation and order records
  • Support trade reviews, execution quality analysis, and pricing validation as directed.
  • Create and maintain reporting templates for our Private Client and Institutional teams.
  • Ensure integrity of portfolio and transaction data, coordinating with technology and custodial partners to improve integration as necessary.
  • Act as a liaison between investment management, operations, technology, custodial partners, and external vendors.
  • Coordinate accurate and timely reconciliation of pricing, transactions, and cost basis across custodians.
  • Assist with internal operational reviews related to trading activity, system behavior, reporting processes, and investment data accuracy.
  • Escalate operational risks, data integrity concerns, or system limitations to appropriate leadership in a timely manner.
  • Drive continuous improvement of investment operations processes, data feeds, and system workflows.

Work experience/knowledge:

  • 5 or more years of professional working experience preferred.
  • Relevant experience in wealth management or related financial services required.
  • Operational level experience with portfolio accounting, reporting, and rebalancing software. Administrative experience with the Tamarac product suite, including Tamarac Portfolio Center, preferred.

Skills/other personal attributes required:

  • Dedication to professionalism, ethics, and confidentiality.
  • Proficiency with MS Office: Advanced Microsoft Excel, including lookup and reference functions, as well as the ability to extract and integrate data between different applications.
  • Passion for the industry and a constant desire to continually learn and research relevant subject matter.
  • Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
  • Ability to produce high-quality work in a demanding, time-constrained, environment is crucial.
  • Demonstrate initiative, creativity, judgment, maturity, and poise.

Education:

  • Minimum requirements: 5 years of relevant operations and trading experience, or a bachelor's degree in finance or a related field with some Tamarac experience.

With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.

Our core values:

  • Trust: We earn and uphold confidence by acting in the best interests of those we serve.
  • Integrity: We choose the difficult right over the easy wrong.
  • Respect: We value and seek understanding among different perspectives.
  • Thoughtfulness: We listen and we reflect. When we act, we do so with intention and care.
  • Commitment: We are unwavering in our dedication to exceeding expectations.