Investment Operations Analyst

About the role

Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. This is a full-time in-person position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.

Primary Responsibilities

• Aid with various investment-related and client-related activities
• Quarterly reporting processes
• Portfolio trading activities
• Research client questions regarding specific existing or prospective investments
• Client and prospective client meeting presentations
• Maintain 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
• Aid with the investment implementation for Eton’s pooled funds
• Aid 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

Qualifications

• 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)

Pay

The annualized base pay range for this role is expected to be between $65,000-$75,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

Schedule

This is a full-time in-person position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.

Benefits

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

Equal Opportunity Employer

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Contact

To apply for this job, please visit Focus Financial Partners' careers page.