Thursday, November 20, 2014

Operations Assoc, Triad - Newport Beach

Operations Associate, Triad Investment Management - Newport Beach
Our firm is an investment manager offering equity and balanced strategies to institutions and high net worth individuals. As of 9/30/14, we manage $136 million. We have served high net worth investors since our inception in 2008, and we are now reaching out to institutional investors and RIAs. We seek an individual to join our team to help us manage our operations and assist us in growing the firm. This is an opportunity to join a firm at the early stages of growth and will offer long-term potential to an individual making a contribution to our growth.

-Varied depending on what is needed by the firm
-Handle operational, compliance, administrative roles
-Assist with marketing and marketing support
-Potentially assist with trading

-Self-starting, motivated individual, jack of all trades
-Able to handle a wide variety of job responsibilities and roles
-Able do needed tasks in priority order and re-prioritize depending on business needs
-Able to represent us well with clients, prospective clients and members of the community

Desired Background and Experience:
-2-5 years in investment management is preferred
-Undergraduate degree
-Interest in establishing a long-term career with us as we continue to grow
Apply to Dave Hutchison,

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