Senior Associate, Operations

Focus Financial Partners•Bloomfield Hills, MI

8d•$80,000 - $90,000•Onsite

About The Position

Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in Bloomfield Hills, MI. Our team is comprised of individuals with a unique set of talents, all with an intense orientation towards unparalleled customer service and providing valued advice to our clients. Azimuth Capital Management is dedicated to serving clients in establishing and achieving their financial goals. Our firm has developed a series of proprietary strategies, and we provide in-house investment management services including asset allocation, research, trade execution and portfolio management for approximately $4.0 billion of client assets under management. We are committed to being regarded by our clients as a premier investment management and financial advisory firm and are a partner firm of Focus Financial Partners, Inc., a firm comprised of more than 60 premier firms with more than $500 billion of assets under management. This position requires you to be on-site 5 days a week.

Requirements

College degree required
5+ years’ experience in similar operations-associated role
Strong quantitative and analytical thinking skills consistent with role requirements
Strong verbal and written communication skills as appropriate to successfully perform role requirements 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 but not limited to Microsoft Office 365 Suite

Nice To Haves

other industry-related qualifications or designations a plus
Specific experience with client on-boarding, cashiering and/or account billing a plus
experience and proficiency with other industry-related applications (e.g., Advent Axys/Moxy, Black Diamond, Satuit CRM, FactSet, custodian and workflow systems) a plus

Responsibilities

Participation in the client/account onboarding process, including preparation and processing of documentation, coordination with clients, account custodians, and other team members, and setup within internal management systems
Participation in the firm processes involving the movement of client funds or assets
Direct interaction with firm clients, other professionals and custodian personnel to meet client needs and attend to client-related matters
Employ and enhance firm systems and workflows to prepare and complete tasks
Assistance with identification, investigation and resolution of account reconciliation issues
Working with senior management and other team professionals on internal reporting or matters associated with processes, policies and procedures
Supporting other related firm operations functions as needed, including client service, business development, and compliance
Contributing to special projects involving new systems assessment and implementation, development or enhancement of workflow processes, and other strategic initiatives