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Summit Financial Group
The Investment Operations Associate at Summit Financial Strategies is responsible for portfolio rebalancing and trading, collaborating with investment teams to implement investment strategies efficiently. The role involves monitoring portfolios, executing trades, and supporting investment and compliance activities, with an emphasis on operational best practices.
Summit Financial Group (Dallas | Tulsa) is a financial services firm with more than 35 years’ experience delivering integrated, tailored solutions for companies and individuals. Their core services include risk management, employee benefits, insurance, retirement plan design, and wealth management to help protect assets and advance business and life goals. Summit positions itself as a trusted, locally based advisor offering personalized guidance and coordinated resources across the Dallas and Tulsa markets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Summit Financial Group.
8% below the average for this role
Investment Operations Associate
Summit Financial Strategies is a fee-only, fiduciary financial advisory firm located in Columbus, OH, specializing in comprehensive financial planning, investment management, and retirement strategies for individuals and families. Operating for over 30 years, the firm is committed to acting solely in clients' best interests, helping them map their present to their future financial goals.
Asset and Investment Management
oraclecloudinfrastructure
Asset and Investment Management
oraclecloudinfrastructure
Asset and Investment Management
oraclecloudinfrastructure
Asset and Investment Management
oraclecloudinfrastructure
Asset and Investment Management
oraclecloudinfrastructure