Investment Operations Analyst

Focus Financial Partners•Chapel Hill, NC

9h•Onsite

About The Position

Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve. We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency. Eton Advisors is looking for an Investment Operations Analyst to assist in compiling, organizing, and interpreting a broad range of investment-related data and research to support ongoing investment decision-making, investment implementation/execution, portfolio reporting, and client communications.

Requirements

Bachelor’s Degree with financial experience required
2+ years of industry experience
Ability to effectively handle multiple tasks in a fast-paced environment
Strong commitment to service excellence and the highest standards of integrity, professionalism, loyalty, honesty, and business ethics
Ability to work in a highly confidential, low-profile environment
Excellent organizational skills and attention to details
Excellent oral and written communication skills
Strong analytical skills
Understanding of accounting processes, procedure and internal controls
High proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook, Access)

Responsibilities

Assist with various investment-related and client-related activities
Quarterly reporting processes
Portfolio trading activities
Researching client questions regarding specific existing or prospective investments
Client and prospective client meeting presentations
Monitor data reconciliation with outsourced back-office firm
Process investment-related bill pay transactions and ensure proper recording for performance purposes
Develop, maintain and distribute data, analyses, and reports on a regular and timely basis
Assist with the investment implementation for Eton’s pooled funds
Assist with manager due diligence
Utilize available tools and data sets to regularly supply investment data and information to key internal constituencies
Provide assistance and support as needed periodically in various investment-related and client-related activities