Talent.com
Associate, Investment OperationsPortsmouth, New Hampshire, United States

Associate, Investment OperationsPortsmouth, New Hampshire, United States

Jordan Park GroupPortsmouth, NH, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Associate, Investment Operations

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.

Our mission is to enhance lives and legacies.

Associate, Investment Operations

Portsmouth, New Hampshire

We are looking for an exceptional Associate in our Portsmouth, NH office to support the buildout of the firm's Investment Operations function. This is an exciting opportunity to work alongside our Operations, Investment, and Advisory teams to provide premier client experience. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities.

The Role

This dynamic role will help shape Jordan Park's Investment Operations function to execute on the responsibilities associated with the operational processing of trading functions and will play a vital role in problem solving for opportunistic client situations.

Responsibilities may include :

  • Monitoring of trade settlements and resolution of discrepancies
  • Support of existing trade workflows and development of enhanced solutions
  • Connect daily with the traders, portfolio managers, and other internal business partners
  • Effectively maintain relationships with external service providers, custodians and administrators
  • Provide monthly reporting of metrics including analysis and innovative ideas for process improvement
  • Collaborate with leadership and advisors to support firm-wide or client specific initiatives
  • Develop, implement and maintain operational procedures to mitigate operational risk
  • Assume other responsibilities as required

About You

  • BS in Accounting, Finance, Business or equivalent work experience
  • 3-5 years of direct experience working at an RIA, mainly supporting middle / back-office functions
  • Have a process-oriented mindset and like enhancing workflows
  • Take a wholistic approach to decision making, always putting the client experience first
  • Are well-organized and deadline driven
  • Have a high level of attention to detail
  • Enjoy working on multiple projects and have a strong sense of prioritization
  • Know when to escalate issues and work with your manager to problem solve
  • Thrive while working in a team environment and enjoy helping others
  • Also considered, but not required :

  • Experience with Fidelity, Schwab, or other custodians
  • Experience with Addepar or other similar data aggregation tools
  • Advanced Microsoft Excel skills
  • Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.

    For information about our privacy practices, please see our Privacy Notice.

    Jordan Park is an SEC-registered investment adviser (RIA).

    serp_jobs.job_alerts.create_a_job

    Investment Associate • Portsmouth, NH, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Citizens Teller

    Citizens Teller

    CitizensSomersworth, NH, United States
    serp_jobs.job_card.full_time
    Description Starting Salary : $19 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You’ll greet our customers in our lobbies...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Flexible Work From Home - Supplement Your Income

    Flexible Work From Home - Supplement Your Income

    Finance BuzzBiddeford, Maine, US
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    We’re seeking reliable and motivated individuals who want to earn extra income from home.This flexible position allows you to set your own hours and work around your existing commitments.Find out m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Store Associate

    Store Associate

    The Sherwin-Williams CompanyBiddeford, ME, United States
    serp_jobs.job_card.full_time
    This position is essential to the success of our retail stores.Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Willi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance BuzzEssex, Massachusetts, US
    serp_jobs.job_card.full_time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Side Hustle Specialist (Evenings & Weekends)

    Side Hustle Specialist (Evenings & Weekends)

    Finance BuzzManchester, Massachusetts, US
    serp_jobs.job_card.full_time +1
    We’re seeking dependable individuals who want to build a side income alongside their full-time work.This role offers flexible tasks you can perform outside your regular job hours.You’ll be given st...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    PT Sales Associate Cashier

    PT Sales Associate Cashier

    Hannaford SupermarketsDover, NH, United States
    serp_jobs.job_card.full_time
    Store 08373 Front End (5151753).Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected to those early roots as a local market.Hanna...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Marketing Associate (Cross-Border Focus) (Beverly)

    Marketing Associate (Cross-Border Focus) (Beverly)

    Landelion IncBeverly, MA, US
    serp_jobs.job_card.part_time
    Massachusetts-based cross-border growth partner helping enterprises succeed across the U.Unlike local digital agencies, we specialize in two-way international expansion : . Helping international compa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    DynataSanford, ME, United States
    serp_jobs.job_card.full_time
    Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Side Income Opportunity - Work Your Own Hours

    Side Income Opportunity - Work Your Own Hours

    Finance BuzzRockport, Massachusetts, US
    serp_jobs.job_card.part_time +1
    We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Sales Associate I

    Sales Associate I

    Sig Sauer, Inc.Epping, NH, United States
    serp_jobs.job_card.full_time
    For over 250 years SIG SAUER, Inc.American ingenuity, German engineering, and Swiss precision.Today, SIG SAUER is synonymous with industry-leading quality and innovation which has made it the brand...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Traveling Associate Dentist

    Traveling Associate Dentist

    Cortland Dental & Braces - a Benevis companyGloucester, MA, US
    serp_jobs.job_card.full_time
    Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate Finance Director (M6) •ONSITE •

    Associate Finance Director (M6) •ONSITE •

    Clearance JobsAndover, MA, US
    serp_jobs.job_card.full_time
    At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate Dentist - Accepting 2026 New Grad Applications

    Associate Dentist - Accepting 2026 New Grad Applications

    Cortland Dental & Braces - a Benevis companyGloucester, MA, US
    serp_jobs.job_card.full_time
    This is a sourcing posting to accept applications for 2026 graduates for future positions in Massachusetts.We are located in Chelsea, Brockton, New Bedford, Fall River and Springfield.Work for a co...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Patient Access Associate

    Patient Access Associate

    MaineHealthSanford, ME, United States
    serp_jobs.job_card.full_time
    Clerical / Administrative Support.The Hospital Registration Patient Access Associate is responsible for accurately identifying patients and conducting detailed registration interviews including captu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate, Client Reporting NH

    Associate, Client Reporting NH

    Jordan Park GroupPortsmouth, NH, US
    serp_jobs.job_card.full_time
    Associate, Client Reporting NH.Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinar...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Director of Retail Operations

    Director of Retail Operations

    Sea LoveBiddeford, ME, US
    serp_jobs.job_card.full_time
    We are seeking a dynamic and experienced.This is a unique and rewarding role for a leader who is passionate about empowering entrepreneurs. You will act as a strategic advisor and coach to our franc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    FT Center Store Associate

    FT Center Store Associate

    Hannaford SupermarketsDurham, NH, United States
    serp_jobs.job_card.full_time
    Store 08440 Management (7250169).Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected to those early roots as a local market.Hann...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Strategy and Project Associate

    Strategy and Project Associate

    TV SD AmericaWakefield, MA, US
    serp_jobs.job_card.full_time
    We are seeking a curious, motivated, and hands-on professional to support the CEO and the Americas Leadership Team in driving key strategic initiatives and operational excellence.This role offers a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30