Investment Operations AnalystChapel Hill, NCPosition SummaryEton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve. We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency.Eton Advisors is looking for an Investment Operations Analyst to assist in compiling, organizing, and interpreting a broad range of investment-related data and research to support ongoing investment decision-making, investment implementation/execution, portfolio reporting, and client communications.This is a full-time in-person position.
Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.Primary ResponsibilitiesAssist with various investment-related and client-related activitiesQuarterly reporting processesPortfolio trading activitiesResearching client questions regarding specific existing or prospective investmentsClient and prospective client meeting presentationsMonitor data reconciliation with outsourced back-office firmProcess investment-related bill pay transactions and ensure proper recording for performance purposesDevelop, maintain and distribute data, analyses, and reports on a regular and timely basisAssist with the investment implementation for Eton's pooled fundsAssist with manager due diligenceUtilize available tools and data sets to regularly supply investment data and information to key internal constituenciesProvide assistance and support as needed periodically in various investment-related and client-related activitiesQualificationsBachelor's Degree with financial experience required2+ years of industry experienceAbility to effectively handle multiple tasks in a fast-paced environmentStrong commitment to service excellence and the highest standards of integrity, professionalism, loyalty, honesty, and business ethicsAbility to work in a highly confidential, low-profile environmentExcellent organizational skills and attention to detailsExcellent oral and written communication skillsStrong analytical skillsUnderstanding of accounting processes, procedure and internal controlsHigh proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook, Access)This position is a non-exempt position. The annualized base pay range for this role is expected to be between $65,000-$75,000 base salary compensation range.
Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).
Please note that the job title is subject to change based on the selected candidate's experience and education.