Investment Operations Specialist – GoCIO
Core
Administers discretionary investment management (DIMS) portfolios and OCIO service, managing client accounts, trading workflows, and operational controls.
Role type
Investment Operations Specialist
Builds
Client accounts, investment portfolios, trade settlements, and operational reports
Domain
Wealth management / Investment operations
Required skills
Portfolio administration, trade execution and reconciliation, stakeholder management with custodians/administrators, monitoring investment mandates, data accuracy and reporting, process improvement
Preferred skills
Model portfolio rebalancing, trade matching, settlement processing, portfolio transitions, Excel proficiency, systems capability
Responsibilities
Manage client accounts and portfolio onboarding/transfers, coordinate rebalancing and trade settlements, monitor portfolios for discrepancies and compliance, prepare operational reports, coordinate portfolio changes and cash movements, identify workflow automation opportunities
Seniority
Mid-level, hands-on IC