Senior Associate, Operations

The role

The candidate will support internal operations functions and client service requirements. This includes client onboarding, fund movements, and account reconciliation.

What you will do

• Participate in the client/account onboarding process
• Participate in processes involving the movement of client funds or assets
• Interact directly with firm clients, professionals, and custodian personnel
• Employ and enhance firm systems and workflows
• Assist with identification, investigation and resolution of account reconciliation issues
• Work with senior management on internal reporting or matters associated with processes, policies and procedures
• Support client service, business development, and compliance
• Contribute to special projects involving new systems assessment and implementation

Required qualifications

• College degree
• 5+ years experience in similar operations-associated role
• Strong quantitative and analytical thinking skills
• Strong verbal and written communication skills
• 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 Microsoft Office 365 Suite

Nice to have

• Other industry-related qualifications or designations
• Specific experience with client on-boarding, cashiering and/or account billing
• Experience and proficiency with other industry-related applications (e.g., Advent Axys/Moxy, Black Diamond, Satuit CRM, FactSet, custodian and workflow systems)

Benefits

• Annual cash bonus
• Medical
• Dental
• Vision
• Life insurance
• 401(k)

About the company

Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in Bloomfield Hills, MI. It is a partner firm of Focus Financial Partners, Inc.