Job Details

Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen

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At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas.

We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love.

In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness.

Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital.

About the Position

We are seeking a dynamic professional to add to our Investment Operations team. The Investment Operations Associate will contribute to the team through daily trading duties, including calculation and execution, along with strategy-level trading facilitation. The individual will also support daily and timely maintenance and accuracy of HC's portfolio management database, including new accounts setup and reconciliation. Additional responsibilities include generating, or supporting the generation of, quarterly client account statements and ad hoc statements/reports.

Position Benefits

• Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally
• Thought leadership and innovative thinking are valued and rewarded
• Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more
• Individual and Team Incentive Plans
• Complimentary investment management and financial planning services

Primary Position Responsibilities

• Learn intricacies of firm's portfolio management database and other Investment Management Operations software.
• Effectively prioritizes and executes required daily trades/tasks/actions/emails while meeting ongoing project deadlines.
• Supports designated client relations team members on execution of daily tasks.
• Manages daily reconciliation of data in Portfolio Management software.
• Monitors client accounts and applies analytical skills to execute trades in the accounts according to firm philosophy, client expectations/requests, and strategy asset allocations.
• Understands trading details of firm's investment vehicles, including initial investment restrictions, share class differences, and fees as they relate to each custodian.
• Prepares reports and communications for clients on investment portfolio details and billing.
• Supports management of composite and benchmark performance.
• Learns all facets of investment operations to serve as a backup for daily operations within investment management operations.
• Determines effective solutions for questions, processes, and challenges using logic, judgement and applicable data.
• Maintains alternative fund investments - both for client and fund (s).
• Performs other duties as assigned to support overall team excellence and results.

Position Requirements

• Bachelor's degree or equivalent combination of Associate's degree plus commensurate work experience required (Business, Finance, or Accounting majors preferred).
• Series 65 or equivalent certification, preferred. (or attain post-hire).
• 1-3 years of relevant office experience and/or specific industry-related experience preferred.
• Experience working with portfolio management software, databases, portfolio accounting, and/or trading preferred.
• Broad understanding of financial markets and economic fundamentals helpful.
• Excellent organizational skills required.
• Strong attention to detail and deadline oriented.
• Able to think strategically and about interconnections between processes.
• Excellent oral and written communication skills required.
• Ability to effectively use Microsoft Office products with emphasis on Excel. Must be able to quickly adapt to new systems and learn industry-specific software specific to trading, reporting and operations used by the firm.
• Must have a desire to learn about and implement new technology as needed.