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Investment Management Operations Coordinator

Goelzer Investment ManagementCarmel, IN, United States
Full-time

Investment Management Operations Coordinator.The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm's trading and reporting functions.The... Show more

Client Service Associate - Wealth Management

Shepherd FinancialCarmel, IN, United States
Full-time

Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management.Our mission is helping people and companies th... Show more

Sr. Configuration Management Analyst

inSync StaffingCarmel, IN, United States
Full-time

Senior Configuration Management Analyst.Theoris is assisting our client in their search for a Senior Configuration Management Analyst with ServiceNow experience.This role is responsible for managin... Show more

Senior Change Management Specialist

Allied Solutions LLCCarmel, IN, United States
Full-time

Senior Change Management Specialist.The Senior Change Management Specialist is responsible for leading complex, enterprise-wide organizational change initiatives that support strategic business tra... Show more

Operations Management Analyst II

Cox EnterprisesCarmel, IN, United States
Full-time

Operations Management Analyst II.NextGear Capital, a Cox Automotive company, is hiring an Operations Analyst II.This Operations Analyst II is responsible for ensuring and improving the performance,... Show more

Management Trainee - Carmel/Westfield

Enterprise HoldingsCarmel, IN, United States
$50,000.00 yearly
Full-time

Start your career with Enterprise Mobility! We're hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ... Show more

SVP, Asset Management - Sponsor Loans

Merchants BancorpCarmel, IN, United States
Full-time

Senior Vice President, Investment Real Estate Asset Management Sponsor Loans.The Senior Vice President, Investment Real Estate Asset Management Sponsor Loans position is responsible for overseein... Show more

Manager, Customer Relationship Management

Verwise Credit UnionCarmel, IN, United States
Full-time

Manager, Customer Relationship Management.The Manager, Customer Relationship Management is a business leader empowered to own the vision, strategy, and product success for the enterprise-wide Custo... Show more

Remote Management Consultant

Micro1Westfield, Indiana, US
$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Remote Management Consultant

Micro1McCordsville, Indiana, US
$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Inventory Management Analyst

Toyota Automated LogisticsNoblesville, IN, United States
Full-time

The Inventory Management Analyst supports inventory control and cost analytics activities for Toyota Automated Logistics, contributing to accurate inventory valuation, product costing, and financia... Show more

Director of Revenue Growth Management

Heartland Food Products GroupCarmel, IN, United States
Full-time

Director, Revenue Growth Management (RGM).Location: Hybrid Reports To: VP Sales Industry: Consumer Packaged Goods (CPG) Health & Wellness Function: Revenue Growth Management / Commercial Excellenc... Show more

Management Internship

MenardsFishers, IN, United States
$16.00 hourly
Part-time

Part Time Management Internship in Fishers, IN, offering $16.Exclusive discounts for gyms, car dealerships, cell phone plans, and more!.Start building an exciting and rewarding career in retail wit... Show more

Sr Analyst Contract Management

MISOCarmel, IN, United States
$90,000.00 yearly
Full-time

Lead contract negotiations: Develop and execute strategies to secure favorable terms and manage risk.Draft & execute contracts: Manage a variety of agreements (MSAs, SaaS, consulting, statements of... Show more

Hourly Management - Castleton $14.43-$18.16

Jack's Crew, LLCIndianapolis, Indiana, United States, 46250
$14.43 hourly
Full-time
Quick Apply

Jack’s is always looking for energetic teammates who wanna make some dough.For us, the phrase JACK’D UP has real meaning and defines everything we do at Jack’s Pizza.We encourage and support team m... Show more

Account Management, Supply Chain Consulting

MiebachFishers, IN, United States
Full-time

Miebach Consulting Account Management Leader.Miebach Consulting is a global leader in supply chain advisory and engineering.For more than 50 years, we have partnered with organizations worldwide to... Show more

Remote Management Consultant

Micro1Noblesville, Indiana, US
$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Remote Management Consultant

Micro1Carmel, Indiana, US
$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Wealth Advisor - PNC Wealth Management

PNCCarmel, IN, United States
Full-time +1

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ... Show more

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Investment Management Operations Coordinator

Investment Management Operations Coordinator

Goelzer Investment ManagementCarmel, IN, United States
30+ days ago
Job type
  • Full-time
Job description

Investment Management Operations Coordinator

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 include:

  • 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.
  • 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.