Job Opening: Investment Management Associate

We are a boutique (seven-person) New York based asset manager/investment advisor managing money in individually managed separate accounts as well as four investment partnerships/hedge funds. We are looking for a person to join our team to manage all aspects of operations in addition to providing support to our analysts/portfolio managers.

Initiative, attention to detail, problem-solving, multi-tasking and seeing tasks through to completion are keys to success for this position. Proficiency in Excel, Access, along with the rest of the Microsoft Office suite, is a must. Experience using/maintaining a portfolio management system (Envestnet or Schwab PortfolioCenter) is a plus. Assertiveness, good communication skills and the ability to work in a fast paced environment are required.

Some of the responsibilities include: reconciliation of accounts and trades, trade entry and follow up, interaction with clients and custodian firm, maintaining various internal databases with client and account information, preparing and maintaining various spreadsheets and reports for management, calculating and processing advisory billing, producing and maintaining client performance reports, some administrative duties (filing, answering phones, ordering supplies).

Compensation will reflect proficiencies and skills sought. Training will be provided as needed. Please send resume to

Carl Ayers
Publisher, IA Watch
Two Washingtonian Center
9737 Washingtonian Blvd., Suite 502
Gaithersburg, MD 20878
Link to me via LinkedIN
Fax: 301-287-2121
Our YouTube Channel:
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