Hiring: Investment Operations Associate Company: Savvy Wealth Location: New York, NY Job Posted Time: 2026-09-10 13:11:47 Target Skills & Keywords : Microsoft Excel, Spring, Wealth Management About the job Experience: •3-5 years of experience in investment operations, brokerage operations, wealth management, or a related environment. •5 years of experience in investment operations, brokerage operations, wealth management, or a related environment. Required Skills: •As an Investment Operations Associate •Collaborate closely with Trading, Client Service, Billing, Compliance, Operations, external SMA managers, and custodians to ensure accounts and investment vehicles are configured correctly, operational issues are resolved promptly, and investment processes remain accurate, controlled, and scalable. •Perform daily reviews of account restrictions, trading permissions, custodian data feeds, and other issues that may prevent accurate and timely trade execution. •Own trade-error processing, including investigation, documentation, custodian coordination, corrective action, and resolution tracking •Serve as the primary point of contact for enabling options trading and margin within custodian accounts used for SWIM strategies, coordinating approvals, required documentation, and follow-up through completion. •Coordinate custodian setup and operational onboarding for separately managed accounts (SMAs) and specialized strategies, including Nuveen, long/short direct indexing, and other third-party solutions. •Coordinate the end-to-end operational implementation of alternative investments, including subscriptions, redemptions, custodian setup, funding requirements, capital calls, and issue resolution. •Conduct scheduled audits of billing, trade execution, SWIM enrollment, model mapping, and account configuration; document findings and coordinate remediation. Qualifications: •Solid functional working knowledge of Orion Eclipse or a comparable order management system. •Track record of improving operational processes and controls. •Operational familiarity with SMA onboarding, alternative-investment platforms such as iCapital or CAIS, and options or margin account setup. Compensation: •$120,000 - $140,000 / year •Competitive salary and equity package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!