Investment Operations Specialist

Job Description

Job Description

Job Title : Investment Operations Specialist

Location : Pittsburgh, PA (On-Site)

Compensation : Flexible - Commensurate with experience.

Industry : Financial Services / Investment Management

Employment Type : Full-Time

A well-respected financial services firm is looking for a highly detail-oriented and experienced Investment Operations Specialist to join their growing team. This individual will play a key role in supporting the day-to-day operational and client service functions that keep the investment and planning process running smoothly.

This role requires experience in investment operations and client servicing, as well as the ability to thrive in a dynamic, fast-paced environment. The ideal candidate is proactive, organized, and focused on delivering exceptional client experiences behind the scenes.

Key Responsibilities :

Facilitate account openings, transfers, and asset consolidation in coordination with custodians and internal teams

Maintain and update client records, investment data, and service requests with precision

Communicate professionally with clients to support service needs, changes, and follow-ups

Execute portfolio rebalancing and trades as directed, ensuring timely and compliant execution

Support implementation of firm-wide investment changes and planning recommendations

Prepare performance and portfolio reporting materials for leadership and clients

Take initiative in expanding knowledge of industry tools, products, and regulatory requirements

Track tasks with attention to detail and maintain accountability for deadlines and accuracy

Balance collaborative teamwork with independent ownership of responsibilities

Respond with agility and clarity to changing priorities and client needs

Qualifications :

3+ years of experience in investment operations, client services, or a related back-office role within the wealth management, broker dealer, or RIA space

Active Series 65 or 66 license required

Strong understanding of custodial processes, account documentation, and portfolio mechanics

Bachelor’s degree preferred

Proficiency in portfolio management software and Microsoft Excel

Strong written and verbal communication skills with a client-first mentality

High level of professionalism, discretion, and accountability

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