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Investment Operations Associate - Bellevue

Company: Festival Fun Parks, LLC
Location: Bellevue
Posted on: May 9, 2022

Job Description:

Our Story


Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).


Your Future Team

Hightower Bellevue is a wealth management practice that has operated since 1985 with a simple commitment - to better serve our clients. Our team has combined the responsiveness and flexibility of a boutique practice with the depth of services and investments insight of a national wealth management company.

Flexible. -You are comfortable navigating ambiguity and working with competing priorities. You maintain composure and remain positive under pressure even in complex situations. -

Detailed. -You know how to manage multiple projects and prioritize appropriately. You create clear and logical systems and processes to support your work and that of the organization.

Clear communicator. You communicate clearly and concisely. You are great at getting and giving respectful and productive feedback to clients, advisors, and colleagues. -

Highly organized. -You know how to manage multiple projects and prioritize appropriately. You create clear and logical systems and processes to support your work and that of the organization.

What You'll Do


We are seeking a successful -Investment Operations Associate -who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful.


Manage performance reporting software (Tamarac) for the team, providing reports to advisors, clients, and management

Assist operations department in transition from prospect to client and the ongoing maintenance of client relationships

Work with a lead portfolio manager on the discretionary management of assets for private clients

Successfully implement investment portfolio changes for clients by processing trades at an individual account level and/or across all clients when the need arises

Conduct research on existing and potential investments. This includes due diligence on various types of investments per the guidance of the firm's partners with the result being analysis and recommendation for investment strategy additions/subtractions

Assist research team in ad hoc projects, composing briefs to communicate the team's investment strategies to clients and prospects

Support all aspects of a leading private wealth management operation. - -Ability to wear multiple hats and be a genuine team player. Provide operational support to advisory teams, analysts and the client base/intermediaries by providing reporting or information, responding to inquiries, conducting research, completing service requests and providing guidance and technical direction

Act as a liaison with clearing firm (Schwab), all internal departments, product contacts and others to facilitate necessary requests and respond to inquiries appropriately

Participation in and completion of projects, initiatives and ad hoc deliverables as required and/or assigned to maintain and enhance a high level of service, increase efficiency and redundancy, reduce errors


What You'll Bring


The ideal candidate will have experience and attributes in the following areas:


Strong interpersonal skills and an innate ability to build immediate rapport with personnel and clients.

Solid understanding of advisor needs; experience in delivering client-focused solutions.

Demonstrable experience in developing efficient strategies to "power" complex and diverse advisor practices

Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level.

Bachelor's degree in Economics, Business or Finance

Experience in investment management business (minimum of 2 years required)

Demonstrated analytical and problem-solving skills

Detail focused that leads to minimal errors in execution on critical tasks (especially trading client accounts)

Generalist capable of covering multiple investment strategies

Energetic and team oriented individual to support a fast growing, top performing & elite advisory practice

Excellent quantitative, verbal and written communication skills-must be able to provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client)

Passion for investing, with a strong desire to build a career in the financial industry

Team player with humility and ability to take constructive criticism

Must be proficient in Excel. Ideal candidate would have experience already in trading programs and investment research software

Securities representative licenses (Series 65 license) or the willingness to become securities licensed within six months


What We Offer -

Coverage on the first day of employment for medical, dental, and vision insurance

401k Matching Plan

Paid Parental Leave

Student Loan Assistance

Pet Insurance

Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.


You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.


Hightower requires proof of COVID-19 vaccination for all employees. Reasonable accommodations will be considered.


Keywords: Festival Fun Parks, LLC, Bellevue , Investment Operations Associate - Bellevue, Other , Bellevue, Washington

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