Investment Service Specialist

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