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Investment Operations Analyst at Focus Financial Partners - ApplyBlast

Investment Operations Analyst

Focus Financial Partners

5 months ago

4.0 on Glassdoor

Chapel Hill, NC

Onsite

Full Time

Junior

0 applicants

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About this role

Investment Operations Analyst at Eton Advisors assists with investment-related data and research to support investment decision-making, implementation, portfolio reporting, and client communications.

Responsibilities

Assist with investment-related and client-related activities
Quarterly reporting processes
Portfolio trading activities
Research client questions regarding investments
Client and prospective client meeting presentations

Skills

Qualifications

Bachelor’s Degree with financial experience required2+ years of industry experienceAbility to effectively handle multiple tasks in a fast-paced environmentStrong commitment to service excellence and business ethicsAbility to work in a highly confidential, low-profile environment

About Focus Financial Partners

focusfinancialpartners.com

Headquarters

St. Louis, Missouri, United States

Company Size

51-200 employees

Founded

2006

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Focus Financial Partners is a leading fiduciary advice company that delivers integrated wealth management, family office, and business management solutions at scale. Through its network of firms and the Focus Solutions platform, it empowers advisors to provide tailored, client-first experiences by offering a comprehensive suite of services including treasury, credit, tax, trust and estate planning, investment, and valuation services. The company operates across the United States, Canada, and Australia with a fiduciary philosophy at its core.