Senior Associate, Operations

Network Firms•Bloomfield Hills, MI

3h•$80,000 - $90,000•Onsite

About The Position

Azimuth Capital Management (ACM), an investment management and advisory firm headquartered in Bloomfield Hills, Michigan, is seeking a Senior Associate, Operations. The role supports internal operations and client service functions, working with the operations team and the broader Azimuth team. It includes assigned duties and other work arising from operational issues or opportunities, and may span several operations and client service functions. The individual will also help address special client-driven questions and issues. The firm is looking for someone who is willing and able to grow into a key member of its operations team. The position is on-site five days a week and is classified as exempt. The annualized base salary range is $80,000–$90,000. Actual base pay may vary based on factors including experience, subject matter expertise, work location, and skill set. Base pay is one component of total compensation; other rewards may include an annual cash bonus and a comprehensive benefits package. The job title may change based on the selected candidate’s experience and education.

Requirements

College degree required.
At least 5 years of experience in a similar operations-associated role.
Strong quantitative and analytical thinking skills consistent with the role’s requirements.
Strong verbal and written communication skills to perform the role successfully in a coordinated team setting.
Demonstrable and reliable high level of attention to detail.
Desire to work in an informal, dynamic, and entrepreneurial environment.
Proficiency with computer software applications, including Microsoft Office 365 Suite.

Nice To Haves

Industry-related qualifications or designations.
Specific experience with client onboarding, cashiering, and/or account billing.
Experience and proficiency with industry-related applications such as Advent Axys/Moxy, Black Diamond, Satuit CRM, FactSet, custodian systems, and workflow systems.

Responsibilities

Participate in client and account onboarding, including preparing and processing documentation, coordinating with clients, custodians, and team members, and setting up accounts in internal management systems.
Participate in firm processes involving the movement of client funds or assets.
Interact directly with clients, other professionals, and custodian personnel to meet client needs and handle client-related matters.
Use and enhance firm systems and workflows to prepare and complete tasks.
Help identify, investigate, and resolve account reconciliation issues.
Work with senior management and other team professionals on internal reporting and matters related to processes, policies, and procedures.
Support other firm operations functions as needed, including client service, business development, and compliance.
Contribute to special projects involving assessment and implementation of new systems, workflow development or enhancement, and other strategic initiatives.
Assist the Azimuth team with special client-driven questions or issues.