Investment Operations AssociateMZN Management Group, LLC • Chicago, IL, United States

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Investment Operations Associate

MZN Management Group, LLC • Chicago, IL, United States

9 days ago

Job type

Full-time

Job description

Investment Processing Specialist

Chicago, IL (On-site)

About the Opportunity

We’re looking for a detail-oriented, service-focused Investment Processing Specialist to join a growing financial services team in Chicago.

In this high-impact role, you’ll guide clients through the self-directed investment process from reviewing documentation to completing transactions compliantly and efficiently.

You’ll become a trusted resource for clients, ensuring every investment is handled accurately and with exceptional care.

What You’ll Do

Compliance & Documentation

Review legal and financial documents (investment agreements, deeds, operating agreements, etc.) to ensure accuracy and compliance with IRS and federal regulations
Maintain strict adherence to rules governing self-directed investments
Prepare, review, and manage essential documentation such as custodial agreements and powers of attorney

Investment Processing & Coordination

Oversee the full investment lifecycle from asset setup and funding verification to transaction completion

Coordinate with investment sponsors, title companies, and third-party service providers

Ensure all transactions are processed correctly and on time

Client Support & Education

Serve as the main point of contact for clients, guiding them through complex investment procedures

Provide clear, compliant guidance to help structure investments

Collaborate with professionals such as CPAs, attorneys, and title companies

Troubleshoot and resolve client issues with a proactive, solution-oriented mindset

What You Bring

Exceptional communication skills and a “can-do” client service attitude

Strong analytical and problem-solving skills

Excellent organization and attention to detail

Ability to manage multiple priorities in a fast-paced environment

Proficiency in Microsoft Office; experience with Salesforce or similar CRM preferred

Preferred Background :

Experience reviewing legal or financial documents (paralegal, loan processor, or similar)

Background in financial services, banking, or legal environments

Familiarity with retirement accounts or alternative investments a plus (training provided)

What’s Offered

Competitive compensation and comprehensive benefits

Generous paid time off policy that grows with tenure

Company retirement plan with employer match

Collaborative, growth-oriented culture with team events and perks

Ready to make an impact?

Join a team that helps clients take control of their financial future—one investment at a time.

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Investment Associate • Chicago, IL, United States

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