Investment Operations Associate
Summit Financial Group
About this role
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.
Skills
About Summit Financial Group
yoursummit.comSummit 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.
About Summit Financial Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Summit Financial Group.
Salary
$60k – $80k
per year
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