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 successful candidate will be an individual who demonstrates a high level of respect for each person they encounter, is truly interested in continual personal and professional growth, and finds personal fulfillment in providing outstanding service and generally helping others. Above all, we are looking for a highly qualified individual who sees this as a tremendous opportunity for a long-term career at Goelzer and who will be passionately committed to continuous improvement.
Job Summary: 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:
Trading
- 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.
Reporting
- 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.
