Operations Manager

Hooker & Holcombe, West Hartford, CT

Hooker & Holcombe (H&H) is one of the fastest-growing actuarial, retirement services and investment advisory consulting firms in New England. Our Investment Advisory group currently has an immediate opening for an experienced Operations Manager. The ideal candidate is highly motivated, versatile, and detail-oriented with an attitude that will contribute positively to individual and team goals.

If you have a passion for details and want to be a part of a team where you can make a difference, join our dynamic group of professionals located in West Hartford, CT.

Job Responsibilities:

  • Daily processing and maintenance
    • Maintain the group’s databases (i.e., client, fund, vendor, etc.)
    • Monitor contributions to client accounts and cash flow needs
    • Software updates and file and report maintenance
    • File maintenance
  • Quarterly processing
    • Account reconciliation
    • Coordinate portfolio rebalancing
    • Report preparation and distribution
    • Model portfolio reporting and file maintenance
    • Client billing
  • Assist with client monitoring and compliance
    • OFAC monitoring of new and ongoing clients
    • Investment policy preparation and updates
    • Private client suitability documentation
    • Annual ADV offer and privacy policy mailing
    • Assist Compliance Officer in Junior Compliance Capacity
  • Private client/Institutional portfolio monitoring
    • Assist Investment Committee with regular monitoring of portfolios
    • Performance measurement and benchmarking
    • Portfolio trading and monitoring of fees and expenses
    • Account Set-up and Maintenance
    • Ongoing monitoring of funds, manager alerts
    • Interact with 3rd party vendors for account setup and maintenance
  • Miscellaneous
    • Prepare Weekly Market Update e-newsletter.
    • Special projects as needed
    • Assist with CRM maintenance

Professional Skills:

  • Attention to detail with high degree of accuracy
  • Self-starter and ability to work independently
  • Team player who participates effectively on projects
  • Establishes respectful working relationships with co-workers to achieve optimal business results
  • Capable of seeing projects through to completion in a timely and accurate manner
  • Able to effectively and efficiently manage workflows, including multiple tasks, and to prioritize projects and casework where applicable

Job Skill and Professional Requirements:

  • Experience in investment operations
  • Strong analytical skills
  • Strong oral and written communication skills
  • Efficient use of Microsoft Office products including Word, Excel and PowerPoint
  • Working knowledge of Morningstar database and other systems used by the investment advisory group
  • Bachelor’s Degree is preferred, but relevant experience will be considered.

For consideration, please submit your resume, salary history and salary requirement to rpildis@hhconsultants.com.

EEO/AA/M/F/D/V

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