Operations Associate

Zevenbergen Capital Investments LLC (ZCI) is a forward-thinking, boutique, investment advisory firm specializing in growth equity investing built on a foundation of fundamental, bottom-up research. We have nearly 40 years of experience serving both institutional and individual clients across the US and are looking to add a top-quality individual to join our team in Edmonds, Washington.  Opportunity: We are looking for a motivated Operations Associate to join our Operations team. This position reports directly to the Operations Manager and is an essential part of ensuring we deliver the highest quality service to ZCI’s clients.  The ideal candidate will be entrusted with a high level of responsibility and should welcome challenges, enjoy an interesting and dynamic workflow, embrace a fast-paced environment, be resourceful and able to work independently, possess outstanding project management skills and be able to communicate effectively with all members of the ZCI team, as well as clients and outside vendors. In joining a small firm, this candidate must be able to take on a variety of tasks and projects that often involve multiple functional teams. They will gain broad exposure across investment operations, compliance, trading, and client service. We are looking for candidates who want to build a long-term career path within ZCI as the firm continues to grow.  Job Responsibilities: Operational support that includes: Portfolio Account MaintenanceMonitor client accounts and transaction activity for updates and necessary changesEnsure equity trades/cash flows are properly reflected in firm’s portfolio accounting systemEnsure custody accounts are reconciled to the firm’s portfolio accounting system      Trade SettlementEffectively communicate with brokers and custodians regarding trade settlement issuesResolve discrepancies and report significant cash flows to portfolio managers with utmost sensitivity to timing and accuracyPrepare and send daily trade files to brokers/custodiansMonitor and update model portfolio investment platforms       Compliance SupportAs needed, assist in compiling/auditing/testing of operational systems and processes to help confirm/maintain compliance with company and industry policiesManage and track proxy voting done on behalf of advisory clientsResearch and provide info as needed for class action litigation potentially impacting clients Minimum Requirements for ConsiderationBachelor’s degree in Accounting, Finance, or related fieldTwo years experience in operational role within financial services industry Proactive approach, able to complete multiple directives and meet tight deadlinesStrong client-service orientation and business ethicsOutstanding analytical and organizational skills, resourceful and inquisitiveExceptional communication skills (written and verbal) with confidence to present ideas at all levels of the organization and externally to clients and vendorsExcellent familiarity with Microsoft Office Suite (Excel, Word, Outlook) Desirable Skills and ExperiencesExperience in wealth management, accounting, finance, or a related field Series 65 licenseMutual Fund administration and operationsTechnical experience with SS&C Advent Software Suite (APX, Moxy, DTCC, Black Diamond), Bloomberg, FactSet and the desire to master additional financial software programsExperience with Salesforce and WordPress Physical RequirementsLocally based, 4 days/week working from the office and 1 day/week remote work.Willing to embrace pre- and/or post – NYSE trading work hours and travel, as needed.

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Position DetailsSalary Range: $75,000 - $100,000 plus discretionary bonus potentialPaid time off: Vacation that increases with tenure, beginning at a rate of 15 days/yearPaid sick & holidays: 1 hour sick leave per 40 hours work and 10 holidays per yearBenefits: Comprehensive medical/dental/life insurance package401(k): Annual contribution of 3% of eligible wagesCareer development: Training/certification/licensing/dues reimbursementPaid family/medical leavePaid sabbaticals every 10 years Should your response and qualifications indicate potential for employment, you will be contacted for a follow-up telephone interview. We expect to collect responses over several weeks and begin personal interviews thereafter. Not all resumes will receive a response.
We have made every attempt to convey an accurate description of this position’s main responsibilities, it in no way does this imply these are the sole duties to be performed as part of your employment.
Zevenbergen Capital is an equal opportunity employer. Our firm strives to create a workplace of diversity and to that end, will respect each person’s unique contributions, no matter their race, creed, color, religion, sex, disability, national origin, honorably discharged veteran or military status, ancestry, sexual orientation, marital status, citizenship, age, or gender identity. xzbcwsv These principles apply to our practices in recruitment, hiring, training, job assignment, promotion, rates of pay, benefits or other forms of compensation, termination and other terms and conditions of employment.