Investment Operations Analyst

Eton Advisors is a Multi-Family Office dedicated to providing sophisticated wealth management and family office services to ultra-high net-worth clients. They are seeking an Investment Operations Analyst to assist in compiling and interpreting investment-related data to support investment decision-making and client communications.

What you'll do:

• Assist with various investment-related and client-related activities
• Quarterly reporting processes
• Portfolio trading activities
• Researching client questions regarding specific existing or prospective investments
• Client and prospective client meeting presentations
• Monitor data reconciliation with outsourced back-office firm
• Process investment-related bill pay transactions and ensure proper recording for performance purposes
• Develop, maintain and distribute data, analyses, and reports on a regular and timely basis
• Assist with the investment implementation for Eton’s pooled funds
• Assist with manager due diligence
• Utilize available tools and data sets to regularly supply investment data and information to key internal constituencies
• Provide assistance and support as needed periodically in various investment-related and client-related activities

What they're looking for:

• Bachelor's Degree with financial experience required
• 2+ years of industry experience
• Ability to effectively handle multiple tasks in a fast-paced environment
• Strong commitment to service excellence and the highest standards of integrity, professionalism, loyalty, honesty, and business ethics
• Ability to work in a highly confidential, low-profile environment
• Excellent organizational skills and attention to details
• Excellent oral and written communication skills
• Strong analytical skills
• Understanding of accounting processes, procedure and internal controls
• High proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook, Access)

Benefits:

• Annual cash bonus
• Comprehensive benefits package
• Medical
• Dental
• Vision
• Life insurance
• 401(k)