Job Summary

Investment Operations Analyst

  • Location:
    Saint Petersburg, Florida
  • Salary:
  • Job reference:
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Modis is currently searching for an Investment Operations Analyst job in St. Petersburg, FL 33702. The Investment Operations Analyst will be supporting a large national broker-dealer organization and will be taking part in the overall operations of the business. The ideal candidate will have passed or is planning on passing the Series 7 and 66 Exams.
• Assist with quality control checks and reviews procedures to ensure compliance to company policy & procedures.
• Develop a strong level of program knowledge and communicate the benefits and features as necessary
• Implement operational procedures and training material for new products and updates to existing products.
• Provide exceptional customer service and operational support to clients, field force & other business areas via email and telephone
• Complete daily processing of RIA business in a timely fashion
Recommended Experience:
• Bachelor's Degree, preferably in a business related field.
• 3 plus years of experience in an RIA product management, operations, marketing, and training environment.
• Series 7 & 66 preferred

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