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Senior Operations Associate

Posted:  May 16, 2024
 

DESCRIPTION

  • Needed:  A Relentless Perfectionist
     

  • Wanted:  A High Sense of Urgency
     

  • Required:  A Growth Mindset

Do you pride yourself on accuracy and attention to detail?  Do you enjoy being a subject matter expert?  Do you value proactively communicating within a highly collaborative, driven team that works together in-person each day?  Would you be inspired to join our noble mission of helping families and institutions achieve and maintain financial success and peace of mind?  If you answer “yes, yes, yes, yes”, then this is the opportunity for you.  Fielder Capital Group, a Registered Investment Adviser* (RIA), seeks an experienced professional to join our growing firm.  You would work alongside our tight-knit team from our office in a luxury building in Nashville’s booming Gulch.  We provide competitive compensation, health and retirement benefits, paid-time-off, training and development, and the opportunity to grow over time into more advanced roles.
 

POSITION RESPONSIBILITIES

  • Identify and implement opportunities for process improvement, automation, and scalability

  • Maintain existing and facilitate new integrations to optimize tech stack functionality

  • Maintain integrity of all data entering Fielder systems (securities classifications/cost basis/etc.)

  • Monitor and improve process for reporting on private investments

  • Coordinate tax support for our clients (tracking/collecting/sharing tax documents with CPAs)

  • Conduct due diligence on prospective vendors that move our business forward

  • Support CCO in regulatory Compliance (testing/documentation/record keeping/etc.)

  • Establish and improve processes for ad-hoc client requests

  • Support Lead Advisors in delivering accurate, informative data to our clients

 

REQUIRED SKILLS & QUALIFICATIONS

  • Presently residing in Nashville, TN

  • A bachelor’s degree in business, economics, mathematics, or other analytical field of study

  • Proficiency in basic finance (financial modeling, accounting, capital markets, etc.)

  • 3+ years of demonstrated success working in financial services

  • Meticulous attention to detail and a strong sense of urgency

  • Excellent planning, organization, and time management skills

  • Strong skills in Excel and quick learner of new software/systems

  • Strong communication skills in both written and oral form

  • History of working well independently and within teams

PREFERRED QUALIFICATIONS

  • Prior experience with an RIA or broker-dealer

  • Experience with Orion Advisor software

  • Experience in fund accounting, accounting, or financial valuation

  • Experience working in a Compliance function or assisting in fulfilling compliance related duties

​If you are interested in interviewing for this role, please send a resume along with a cover letter explaining why you are an ideal fit to  info@fieldercapital.com. Please note that resumes submitted without a cover letter will not be considered. We will not respond to solicitations from recruiters.

 

Thank you in advance for your interest!

 

*Registration does not imply a certain level of skill or training.

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