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Investment Operations Associate

Investment Operations Associate

Harrison Gray Search & ConsultingPhoenix, AZ, US
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Job Description

Job Description

Harrison Gray Search has partnered with a fast-growing multi-family office as they look to add a licensed Investment Operations Associate to their team in Phoenix.

About the Firm :

Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients. Their team integrates wealth management, tax strategy, estate planning, and accounting to provide a holistic approach to financial well-being. Recognized as one of the best places to work for over a decade, they value work-life balance, professional growth, and community impact.

This role supports a fast-paced wealth management environment, focusing on operational functions that ensure smooth client onboarding, cash movement, account servicing, and trade execution. The ideal candidate brings a detail-oriented mindset and a proactive approach to supporting advisors and enhancing the client experience.

Position Overview :

  • Open and maintain client accounts across custodial platforms and with external asset managers
  • Act as a liaison between internal teams, custodians, and third-party investment managers
  • Handle client-initiated transactions, including wires, deposits, and account transfers
  • Process routine service requests in coordination with advisors and client needs
  • Maintain and update portfolio accounting systems, including trade execution and account reconciliation
  • Submit mutual fund and equity trades
  • Ensure all records and documentation are maintained in line with regulatory standards
  • Identify opportunities to improve internal workflows and enhance advisor support

Preferred Qualifications :

  • Five years of experience in investment operations, ideally within a registered investment advisor or similar wealth management setting
  • Bachelors degree required
  • High attention to detail and strong organizational skills
  • Proficiency with Microsoft Excel in a financial context
  • Familiarity with financial platforms such as Salesforce, Tamarac (Reporting & Trading), or Portfolio Center is a plus
  • Understanding of regulatory frameworks, including the Investment Advisers Act of 1940
  • Ability to manage multiple priorities and meet deadlines efficiently
  • Clear and professional communication skills, both written and verbal
  • Service-minded attitude with a collaborative spirit
  • Series 65 license preferred, though not required

    • What makes this firm special :

  • Career Growth : Opportunities for professional development and clear career paths within the firm.
  • Collaborative Environment : Work alongside talented professionals in a supportive, team-focused culture.
  • Work-Life Balance : Our client prioritizes balance for their employees. After an initial onboarding period, this role will be hybrid (4 days in office, 1 day WFH)

    • Compensation and Benefits :

  • Competitive compensation commensurate with experience
  • 401(k) with Safe Harbor Match.
  • Four weeks of PTO starting immediately.
  • Annual cell phone allowance.
  • Medical coverage (90% of premiums are covered for both employees and dependents).
  • HSA with annual employer contribution.
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    Investment Associate • Phoenix, AZ, US