Investment Operations Analyst

Responsibilities

• Assist with quarterly reporting processes and portfolio trading activities
• Research client questions regarding existing or prospective investments
• Prepare client and prospective client meeting presentations
• Monitor data reconciliation with outsourced back-office firms
• Process investment-related bill pay transactions
• Develop and distribute data, analyses, and reports
• Assist with investment implementation for pooled funds and manager due diligence

Requirements

• Bachelor’s Degree with financial experience
• 2+ years of industry experience
• High proficiency in MS Office Suite (Excel, Word, PowerPoint, Outlook, Access)
• Strong analytical and organizational skills
• Understanding of accounting processes and internal controls
• Ability to work in a highly confidential environment

Benefits

• Annual cash bonus
• Medical, dental, and vision insurance
• Life insurance
• 401(k)

About the Company

Eton Advisors is a Multi-Family Office dedicated to providing ultra-high net-worth clients with sophisticated wealth management and family office services. As part of the Focus Financial Partners network, Eton Advisors combines an entrepreneurial environment with the support of a leading financial services firm.