Investment Operations Specialist

Diversified Trust • Nashville, TN, US

15 hours ago

Job type

Full-time

Part-time

Job description

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Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $11 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. We provide tailored investment management, financial planning, trust and estate, family office, and institutional advisory services through our offices in Atlanta, Charleston, Greensboro, Memphis and Nashville.

Job Summary

The Investment Operations Specialist works with and supports the Operations, Investment and Client Administration teams in providing exceptional wealth management, investment advisory and estate / trust services to firm clients. This position serves as the general knowledge base on all operational aspects of investment operations best practices, processes and adoption of core business applications.

Primary Duties and Responsibilities

The primary responsibilities of this position include, but are not limited to, the following :

Develop documentation of investment operations processes and procedures, and also perform testing of these procedures
Partner with the Investment and Client teams to oversee the implementation and administration of platform and non-platform alternative assets
Perform various Investment Operations functions including trade administration, common trust fund administration, asset classification, maintenance of business applications, etc.
Perform transaction audits and performance reconciliations and research performance anomalies as needed
Coordinate and ensure completion of client or firm-specific projects as needed
Other responsibilities as may be assigned (all personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed)

Skills / Competencies necessary for this job include :

Intellectual curiosity and strong work ethic

Attention to detail with excellent organization skills and the ability to work independently

3+ years of experience with accounting principles, financial markets, performance measurement and reporting systems required; Bachelor's degree preferred

Experience with alternative asset administration in a wealth management firm preferred

Strong communication and interpersonal skills with the ability to multi-task and adapt to rapid changes

Excellent computer skills, with specific proficiency in Microsoft Office Suite (especially Excel)

Comfortable with hybrid work environment (combination of remote and in-office)

Ability to maintain strict confidentiality of client and company information and to effectively follow risk management policies and procedures

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Management and Manufacturing

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Operation Specialist • Nashville, TN, US