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Investment Operations Associate

Employer
Raffa Wealth Management, LLC
Location
Washington D.C.
Salary
Competitive salary based on experience with full benefit package
Closing date
Oct 17, 2020

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

The Investment Operations Associate position at Raffa Wealth Management is a full time, permanent position. The role of this position is to support the operational and portfolio management needs of the firm. The ideal individual filing this position is self-motivated and uses critical thinking while taking ownership of a wide range of tasks. Strong organizational skills and attention to detail, with the ability to accurately meet deadlines, are required.  This position reports to the firm’s Senior Portfolio Manager. In addition to supporting the Senior Portfolio Manager, this position will work directly to support the firm’s Chief Investment Officer and President. 

Company

Raffa Wealth Management is a Registered Investment Adviser located in downtown Washington DC. Our unique client focus is the nonprofit and membership association community. In addition to these institutional portfolio management clients, we work with several high net-worth individuals and qualified retirement plans. Our business focus is to be a great company. Being a great company involves delivering extraordinary client value, supporting the professional development and personal needs of our staff, operating at peak internal efficiency, and maintaining a culture of compliance excellence. We're seeking a sixth investment professional to join our dynamic and growing team.

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