Investment Operations Associate - Charleston, SC
About The Position
Curran Financial Partners, a growing financial services firm in Charleston, South Carolina, is seeking an Investment Operations Associate to support portfolio management and investment operations in a wealth management environment. The role supports the firm’s day-to-day trading and operational functions, helping ensure account activity is handled accurately and efficiently in accordance with firm policies and compliance requirements. The associate works with advisors, custodians, and internal team members on trade execution, portfolio rebalancing, account maintenance, cash movements, and related operational issues. The position is in office Monday through Friday, 8:30 AM to 5:00 PM. Benefits begin after 90 days of employment.
Requirements
- At least 1 year of relevant professional experience, excluding internships.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities and meet deadlines.
- Excellent written and verbal communication skills.
- Sound judgment and a strong commitment to confidentiality.
- Experience with Microsoft Office Suite and ability to learn new software quickly.
Nice To Haves
- Bachelor's degree preferred.
- Experience in trading, portfolio operations, wealth management, or financial services preferred.
- Active Series 65 securities license preferred; candidates with inactive Series 7, Series 65, or Series 66 licenses will also be considered.
Responsibilities
- Execute and monitor trades in accordance with client investment strategies and firm procedures.
- Support portfolio rebalancing efforts and help maintain target asset allocations.
- Process and monitor account cash flows, including contributions, withdrawals, and transfers.
- Coordinate with advisors, custodians, and internal team members to resolve account and trading-related issues.
- Maintain accurate account records and documentation.
- Follow compliance requirements, firm policies, and operational controls.
- Assist with ongoing portfolio and account maintenance activities.
- Maintain professional communication with advisors, custodians, and team members.
Benefits
- $65,000–$85,000 base salary
- Medical
- Dental
- Vision
- 401(k) match
- PTO
- Paid stock market closure holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
