Senior Associate, Operations

About the role

Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in Bloomfield Hills, MI. Our team is comprised of individuals with a unique set of talents, all with an intense orientation towards unparalleled customer service and providing valued advice to our clients. Azimuth Capital Management is dedicated to serving clients in establishing and achieving their financial goals. Our firm has developed a series of proprietary strategies, and we provide in-house investment management services including asset allocation, research, trade execution and portfolio management for approximately $4.0 billion of client assets under management. We are committed to being regarded by our clients as a premier investment management and financial advisory firm and are a partner firm of Focus Financial Partners, Inc., a firm comprised of more than 60 premier firms with more than $500 billion of assets under management.

Responsibilities

• Participation in the client/account onboarding process, including preparation and processing of documentation, coordination with clients, account custodians, and other team members, and setup within internal management systems
• Participation in the firm processes involving the movement of client funds or assets
• Direct interaction with firm clients, other professionals and custodian personnel to meet client needs and attend to client-related matters
• Employ and enhance firm systems and workflows to prepare and complete tasks
• Assistance with identification, investigation and resolution of account reconciliation issues
• Working with senior management and other team professionals on internal reporting or matters associated with processes, policies and procedures
• Supporting other related firm operations functions as needed, including client service, business development, and compliance
• Contributing to special projects involving new systems assessment and implementation, development or enhancement of workflow processes, and other strategic initiatives

Qualifications

• College degree required; other industry-related qualifications or designations a plus
• 5+ years’ experience in similar operations-associated role
• Specific experience with client on-boarding, cashiering and/or account billing a plus
• Strong quantitative and analytical thinking skills consistent with role requirements
• Strong verbal and written communication skills as appropriate to successfully perform role requirements in a coordinated team setting
• Demonstrable and reliable high level of attention to detail
• Desire to work in an informal, dynamic and entrepreneurial environment
• Proficiency with computer software applications including but not limited to Microsoft Office365 Suite; experience and proficiency with other industry-related applications (e.g., AdventAxys/Moxy, Black Diamond, Satuit CRM, FactSet, custodian and workflow systems) a plus

Pay

The annualized base pay range for this role is expected to be between $80,000-$90,000 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.