Operations associate Jobs in Columbus, OH
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Operations associate • columbus oh
Last updated: 21 hours ago
Summit Financial Strategies, Inc.Operating since 1995, Summit manages over $2 billion in client assets.While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on t...Show moreLast updated: 20 days ago
Our team members are at the heart of everything we do.At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on ...Show moreLast updated: 30+ days ago
Advance your career in global payroll operations with our PayOps team.You will lead US payroll processing and controls, collaborate on automation initiatives, and work closely with colleagues in th...Show moreLast updated: 21 hours ago
Directly reporting to a Site Leader, OAs play an essential role at Gopuff that requires drive, perseverance, positivity, and enthusiasm for the challenge.
You will accomplish a variety of operations...Show moreLast updated: 30+ days ago)
Our team members are at the heart of everything we do.At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on ...Show moreLast updated: 7 days ago
A leading beauty retailer is seeking a Task Associate in Columbus, Ohio.This position focuses on operational excellence, supporting sales, and maintaining cleanliness in the store.The ideal candida...Show moreLast updated: 20 days ago
Harness your technical and strategic expertise to shape innovative client solutions and bridge product capabilities with real-world challenges! Join our team of strategists, and help us provide dat...Show moreLast updated: 15 days ago
Working at Purolator International is more than a job.It's an opportunity to be part of a winning team and to contribute to the success of our growing company.
Purolator International is a leading U...Show moreLast updated: 20 days ago
Ability to explain complex concepts easily.The Advisory Operations Associate will serve as a subject matter expert and point of contact for Brokerage branch personnel in regards to Advisory account...Show moreLast updated: 13 days ago
Upstart's Auto Operations team is growing and we're seeking Operations Associates to support our Onboarding organization for Auto-secured loan products.
In this role, you will support the operations...Show moreLast updated: 13 days ago
Screen reader users may encounter difficulty with this site.For assistance with applying, please contact.If you have questions while submitting an application, please review these.Current Employees...Show moreLast updated: 14 days ago
Join The DICK'S Sporting Goods Team.At DICK'S Sporting Goods, we believe in how positively sports can change lives.On our team, everyone plays a critical role in creating confidence and excitement ...Show moreLast updated: 16 days ago
Are you ready to build your career by joining a global financial institution.If so, our client is hiring a Shareworks Services & Operations Associate.
Experience as an Operations Associate.Should ha...Show moreLast updated: 3 days ago
A company is looking for a Development Operations Associate.Key Responsibilities Process and acknowledge contributions from donors, ensuring timely and accurate data entry Respond to donor inqui...Show moreLast updated: 2 days ago
Forms Governance Team Specialist.We are seeking a detail-oriented and collaborative professional to join our Forms Governance Team.
This team is responsible for managing the lifecycle of client-faci...Show moreLast updated: 30+ days ago
As an Operations Associate, you will play a crucial role in supporting daily transportation operations.This entry-level position involves answering calls and emails, building orders, scheduling app...Show moreLast updated: 30+ days ago
The team : Upstart's Auto Operations team is growing and we're seeking Operations Associates to support our onboarding organization for auto-secured loan products.
In this role, you will support the ...Show moreLast updated: 30+ days ago
Working at Purolator International is more than a job.It's an opportunity to be part of a winning team and to contribute to the success of our growing company.
Purolator International is a leading U...Show moreLast updated: 20 days ago
Working at Purolator International is more than a job.It's an opportunity to be part of a winning team and to contribute to the success of our growing company.
Purolator International is a leading U...Show moreLast updated: 20 days ago
- Promoted
Investment Operations Associate
Summit Financial StrategiesColumbus, OH, USFull-time
Quality Operations Associate
CencoraColumbus, OHFull-time
- New!
Pay Operations Associate
JPMorgan Chase & Co.Columbus, OH, United StatesFull-time
- Promoted
Operations Associate, Columbus
GopuffColumbus, OH, USFull-time
Quality Operations Associate
AmerisourceBergen Corporation (Cencora)Columbus, OH, United StatesFull-time
Store Operations Associate
ULTA BeautyColumbus, OH, United StatesFull-time
- Promoted
Operations Strategy Analytics-Senior Associate
ChaseColumbus, OH, USFull-time
Warehouse Operations Associate
Purolator IncColumbus, OH, USFull-time
Operations Associate
Veterans Sourcing Group LLCColumbus, OH, United StatesFull-time
Operations Associate
Insight GlobalColumbus, OH, United StatesFull-time
- Promoted
WCCC Operations Associate
InsideHigherEdColumbus, Ohio, United StatesFull-time
- Promoted
Retail Sales Operations Associate
Dick's Sporting GoodsColumbus, OH, USFull-time
Shareworks Services & Operations Associate
Hired by MatrixColumbus, OH, United StatesFull-time
- Promoted
Development Operations Associate
VirtualVocationsColumbus, Ohio, United StatesFull-time
- Promoted
Forms Governance Team- Operations Associate
Morgan StanleyColumbus, OH, USFull-time
- Promoted
Operations Associate
Zipline LogisticsColumbus, OH, USFull-time
- Promoted
Operations Associate
Columbus StaffingColumbus, OH, USFull-time
Warehouse Operations Associate
Purolator InternationalColumbus, OH, United StatesFull-time
Warehouse Operations Associate
PurolatorColumbus, OH, USFull-time
The average salary range is between $ 34,320 and $ 86,162 year , with the average salary hovering around $ 41,600 year .
- psychiatrist (from $ 72,500 to $ 300,000 year)
- physician (from $ 65,813 to $ 240,000 year)
- owner operator (from $ 57,433 to $ 235,750 year)
- performance analyst (from $ 51,637 to $ 231,820 year)
- technical program manager (from $ 122,275 to $ 228,000 year)
- investment banking (from $ 111,910 to $ 227,191 year)
- physical design engineer (from $ 167,533 to $ 225,265 year)
- pediatric dentist (from $ 212,500 to $ 225,000 year)
- dentist (from $ 149,451 to $ 225,000 year)
- general dentist (from $ 170,000 to $ 225,000 year)
- Richardson, TX (from $ 55,350 to $ 197,000 year)
- Antioch, CA (from $ 40,625 to $ 191,456 year)
- Norman, OK (from $ 26,000 to $ 190,000 year)
- Cambridge, MA (from $ 66,560 to $ 174,250 year)
- Eugene, OR (from $ 81,000 to $ 172,500 year)
- Plano, TX (from $ 33,150 to $ 151,050 year)
- San Mateo, CA (from $ 45,644 to $ 148,928 year)
- San Jose, CA (from $ 45,736 to $ 148,013 year)
- San Diego, CA (from $ 45,922 to $ 147,894 year)
- San Antonio, TX (from $ 45,748 to $ 147,505 year)
The average salary range is between $ 33,142 and $ 87,728 year , with the average salary hovering around $ 44,362 year .
Investment Operations Associate
Summit Financial StrategiesColumbus, OH, US20 days ago
Job type
- Full-time
Job descriptionBachelors Degree from an accredited college or university (preferably in Finance, Economics, Business, or a related field) Ideal candidates are naturally curious, eager to learn and always looking for ways to expand their knowledge. At least 2 years of experience in trading, portfolio management, or a related role within the financial services industry. Demonstrated proficiency with trading platforms and financial software systems, including portfolio management software. Strong analytical, problem-solving, and decision-making skills. Excellent written and verbal communication skills. Ability to work independently and collaboratively as part of a team. Exceptional attention to detail, accuracy, and organizational skills. Solid understanding of financial markets, investment strategies, and risk management principles. Proven ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment. Commitment to maintaining the confidentiality of sensitive client information. Ideal candidates are naturally curious, eager to learn and always looking for ways to expand their knowledge. Salary rate based on experience Bonus participation after one year with Summit Benefits include health insurance, 401(k) plan Financial support for professional accreditation / continuing education requirements and other education / training opportunities
Job Description
Job Description
Salary : About Summit
Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $2 billion in client assets. While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing and known for our openness to innovative ideas and approaches. We actively encourage our clients and associates to suggest ways to improve our service delivery and operationsand make our firm an even better place to work. We can help move your career from now to next.
Job Summary
The Investment Operations Associate at Summit Financial Strategies is primarily responsible for portfolio rebalancing and trading, ensuring the consistent and efficient implementation of investment strategies across client portfolios. This role demands a strong understanding of financial markets and investment strategies, with a focus on operational best practices. The Investment Operations Associate will collaborate with the investment and advising teams to execute trades and manage portfolios in accordance with client objectives and firm policies.
Duties and Responsibilities
The Investment Operations Associate position will focus in the following areas :
- Portfolio Management, Rebalancing & Trading : Monitor and manage client portfolios, ensuring alignment with client investment objectives, risk tolerance, and Investment Policy Statements. Execute buy and sell orders for securities (Mutual Funds, ETFs, Stocks, Bonds, etc.) within client accounts to rebalance portfolios, manage cash needs, and implement portfolio adjustments as directed by the investment team. Ensure all trading and portfolio management activities adhere to internal policies and best practices. This is the primary focus of the role.
- Collaboration : Work closely with the investment and advising teams to develop and implement trading strategies and enhance the client experience. Communicate effectively with team members to coordinate tasks and resolve any issues.
- Investment Support : Contribute to the Investment Subcommittee by assisting with report generation, best execution monitoring, maintaining accurate security categorizations across systems, and other investment-related operations.
- Compliance : Support the firm's compliance efforts by assisting with various tasks as needed, including maintaining required documentation and adhering to regulatory requirements.
- Professional Development : Stay current with industry trends, market developments, and regulatory changes. Pursue continuing education and professional certifications as needed.
Qualifications
TheInvestment Operations Associate position typically requires the following qualifications :
Salary and Benefits
Pay / benefits are competitive based on industry standards.
How to Apply
This position is open immediately and until filled. No phone calls please.
Summit Financial Strategies, Inc. is an Equal Opportunity Employer
www.summitfin.com