Investment Operations
AdvisorEngineNew York, New York, United States • Raleigh, North Carolina, United States
Posted January 14, 2026
Full Time
About the Company
AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel.
Job Description
AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. The Investment Operations professional is responsible for supporting all operational aspects of our TAMP investment management services.
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- 4+ years of experience in investment operations, trade support, or a similar role within financial services.
- Hands-on experience with portfolio management systems and TAMP investment services.
- Proficient in Google Sheets and Excel with capabilities of handling large data sets for monitoring, reconciliation and reporting.
