Investment Associate, National Investment Team
Franklin Templeton
Investment Operations Associate
Savvy Wealth
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $110,000 per year
Job Level
JuniorMid-Level
About the role
- Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting.
- Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians.
- Manage daily investment operations requests and tasks, ensuring timely and accurate execution.
- Implement new accounts into SWIM and execute rebalances for advisors.
- Support bulk implementations to accelerate advisor adoption of SWIM.
- Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models.
- Streamline and improve investment operations workflows to enhance scalability and efficiency.
Requirements
- 2+ years of relevant experience in wealth management, trading, or investment operations.
- 2+ years of experience trading client portfolios using portfolio management and trading software.
- Strong understanding of the wealth management industry and experience collaborating with advisors.
- Proven ability to take ownership of tasks and execute with efficiency and accuracy.
- Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity.
- Current Series 65 license or willingness to obtain within 2 months.
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to best in class medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
portfolio managementcash reviewsdrift analysistax-loss harvestingtradingrebalancinginvestment operationsmodel updatesworkflow improvementscalability
Soft skills
ownershipefficiencyaccuracycollaboration
Certifications
Series 65 license
