Senior Investment Operations Associate at Vise

| Greater NYC Area
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Vise is an investment management platform built for financial advisors. Founded in 2016, Vise gives advisors the tools and technology they need to grow their business and help clients achieve their goals. By empowering advisors, Vise advances its mission of creating financial freedom for everyone. Vise is backed by Sequoia Capital, Founders Fund, Bond Capital and Ribbit Capital, and recently completed a Series C funding round.  Come join us!

As the Senior Investment Operations Associate you will help build out Vise’s middle and back office functions. You are an expert at systematizing processes that involve portfolio reconciliation, trade settlement, performance reporting, and billing and you have a keen eye to quickly identify and resolve issues with data services. You are a self-starter who values an entrepreneurial environment and the ability to think outside the box in order to provide scalable operations solutions to a growing company.

Our office is located in One World Trade in NYC. Our office is open at limited capacity with strict contact tracing and protocols for anyone who chooses to go in. We will continue to be remote-optional until September 30, 2021. We will monitor Covid-19 trends to ensure the safety of our employees.

What you will own
    • Point person for our assorted vendors and custodians to resolve issues related to daily processes, data delivery, and trade settlement
    • Responsible for setting up new intermediaries, custodians, platforms, and interfaces
    • Assist the trading team with broken trades, corrections, corporate actions, proxy voting
    • Managing various monthly and quarterly closing processes such as performance and composite calculations
    • Leading projects to streamline operations and automate processes
    • Daily monitoring and reconciliation of accounts
    • Work to resolve escalations from client service
What you will bring on Day 1
    • Bachelor's degree in economics/finance/engineering/business
    • 5-7 years of experience with back office/middle office operations for an SMA provider or wealth management firm
    • Experience working with RIA custodians - TD/Fidelity/Schwab/Pershing
    • Deep knowledge of custodian data, account processes, reconciliation
    • Diligent with data 
    • An eye for streamlining processes and improving efficiency
    • Team focused mindset, eager to collaborate with others to solve problems
Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.
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Technology we use

  • Engineering
    • AWS (Amazon Web Services)Languages
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • ReactLibraries
    • ReduxLibraries
    • Node.jsFrameworks
    • PostgreSQLDatabases

Location

Historical area near the water. Our office has sweeping north, west, and east views!

An Insider's view of Vise

What are some social events your company does?

We have biweekly All Hands on Thursdays, which can include really exciting special guests from investors to interesting people who have revolutionized industries. We also hold bi-weekly virtual happy hours with themes, lunches + snacks for people coming into the office, and ad hoc surprises to keep it fun.

Su

Recruiting Lead

What are Vise Perks + Benefits

Vise Benefits Overview

One of Vise's top priorities is maintaining the health and wellbeing of our employees and their families. We offer a robust and comprehensive program with multiple health insurance options, dental, vision, free One Medical Membership, and more.

Culture
Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Highly diverse management team
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Employees should feel like owners of the company and linked to our success, so everyone is offered stock options.
Child Care & Parental Leave Benefits
Remote Work Program
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Casual Dress
Commuter Benefits
Free Daily Meals
Stocked Kitchen
Happy Hours
Professional Development Benefits
Job Training & Conferences
Diversity Program
Online course subscriptions available
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