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Investment Operations Specialist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Parsippany

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

A well-established wealth management firm in Parsippany, NJ is seeking an Investment Operations Specialist to join its in-office operations team. This role sits at the center of the investment workflow and is ideal for someone who enjoys managing complex processes, partnering cross-functionally, and ensuring accuracy from start to finish.

Job Responsibility:

  • Manage investment and trade requests from initiation through completion
  • Track and move requests through workflow systems, ensuring accuracy and timeliness
  • Coordinate with internal teams, external partners, and custodians to resolve issues and clear exceptions
  • Confirm accounts are properly set up with required features, restrictions, and documentation
  • Maintain organized records and support reporting, reconciliations, and internal controls
  • Provide operational support across SMAs, alternative investments, and structured products as needed

Requirements:

  • 2+ years of experience in investment operations, financial services operations, or client service
  • Exposure to separately managed accounts, alternative investments, or structured products preferred
  • Strong attention to detail with the ability to manage multiple requests simultaneously
  • Comfortable working in systems-driven environments (CRM / workflow tools
  • Salesforce experience a plus)
  • Professional communication skills and a service-oriented mindset
  • Experience with platforms such as AQR, CAIS, iCapital, or similar is a plus

Nice to have:

  • Exposure to separately managed accounts, alternative investments, or structured products preferred
  • Salesforce experience a plus
  • Experience with platforms such as AQR, CAIS, iCapital, or similar is a plus
What we offer:
  • Medical, vision, dental, and life and disability insurance
  • Enrollment in company 401(k) plan

Additional Information:

Job Posted:
May 04, 2026

Work Type:
On-site work
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