Senior Associate, Operations

Focus Financial Partners•Bloomfield Hills, MI

3h•$80,000 - $90,000•Onsite

About The Position

Azimuth Capital Management is an investment management and advisory firm headquartered in Bloomfield Hills, Michigan. The Senior Associate, Operations works with the firm’s operations team and the broader Azimuth team to support internal operations and client service requirements. The role includes assigned duties as well as work arising from issues and opportunities encountered by the firm, across several operations and client service functions. The position also assists with special client-driven questions and issues, and is intended for a professional who is willing and able to develop into a key member of the operations team. This is an exempt position that requires on-site work five days a week. The expected 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 requirements.
Strong verbal and written communication skills to perform role requirements 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, account custodians, and other 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 address client-related matters.
Use and enhance firm systems and workflows to prepare and complete tasks.
Assist with identifying, investigating, and resolving account reconciliation issues.
Work with senior management and other team professionals on internal reporting and matters related to processes, policies, and procedures.
Support related firm operations functions as needed, including client service, business development, and compliance.
Contribute to special projects involving assessment and implementation of new systems, development or enhancement of workflow processes, and other strategic initiatives.
Assist the Azimuth team with special client-driven questions or issues.