Operations Associate
Position Description
Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. This position is responsible for the smooth functioning of the business and implementation of the client service model. Someone well suited for this role will have the organizational drive, skills, and aptitude to “operationalize” the vision, mission, and values of the firm. The individual will need to be a forward thinker and anticipate the needs of the firm, team, and clients.
Duties and Responsibilities
- Establish and maintain processes, procedures, and protocols that promote effective and efficient operations and enable the firm’s growth and scalability.
- Manage internal and external reporting to support ongoing client communication and provide business intelligence to firm management.
- Ensure transaction/position integrity in TG’s records against client custodial records and relevant reference data.
- Build block trades and manage other trading-related processes, including settlements.
- Research and remediate reconciliation discrepancies daily. This requires close and frequent communication with counterparts at custodial banks and portfolio management platforms.
- Manage the operational aspects of new account onboarding, including setting up account attributes in the portfolio accounting system, establishing data-feed connectivity to the custodian, and verifying funding status.
- Oversee operational activities throughout the account life cycle, including contributions and withdrawals, audit requests, and account terminations.
- Provide responsive support to internal teams, quickly addressing a high volume of time-sensitive questions and requests.
- Assist with ad hoc projects and cross-functional initiatives as needed to support evolving business priorities.
- Perform investment accounting duties across all accounts, including monthly billing, quarterly reports, and ad hoc projects as assigned.
- Strengthen TG’s technology stack by owning the day-to-day relationship with our IT vendor and taking the lead on firmwide technology improvements.
- Identify opportunities to streamline workflows, improve system reliability, and reduce manual effort; help prioritize initiatives, coordinate execution, and drive adoption across the team.
Qualifications
- Bachelor’s degree, preferably in accounting, finance, or a related field.
- Two or more years of back- or middle-office financial operations experience, preferably within asset management.
- Moderate understanding of investment markets, securities, security data, and investment systems.
- Process-builder mindset with the ability to think creatively and improve workflows.
- Proficiency with Microsoft Office Suite and Salesforce; experience with financial reporting and trading platforms such as Orion or Tamarac is preferred.
- Ability to write code to automate tasks and improve reporting or workflows using Python or similar scripting languages preferred.
- Experience using AI tools to improve day-to-day productivity is highly preferred.
- Drive and desire to help and serve others with a client-first mindset.
- Ability to work independently and collaboratively within a fast-paced environment.
- Strong verbal and written communication skills, with a keen attention to detail.
- Strong organizational, time management, and problem-solving skills.
- Commitment to maintaining confidentiality and professionalism in all interactions.
Salary and Benefits
Competitive salary based on experience. May be eligible for incentive bonus tied to individual and firm performance. Comprehensive benefits package including dental, vision, health care, and 401(k) with company match. Opportunities for professional development and career advancement within the firm. Collaborative and supportive work environment with a focus on work-life balance.
Additional Benefits
- Paid parental leave for birthing and non-birthing parents.
- Minimum 3 weeks of paid time off, regardless of tenure, plus 10 paid holidays.
- Company-paid required training, certifications, licensing, and dues.
- Generous employee referral bonus.
- Community involvement opportunities with flexible volunteering hours.
- Employee charitable giving match.
- Team retreats, events, and opportunities to connect across the firm.