Investment Operations Specialist

A well‑established wealth management firm in Parsippany, NJ is seeking an Investment Operations Specialist to join its in‑office operations team. This role sits at the center of the investment workflow and is ideal for someone who enjoys managing complex processes, partnering cross‑functionally, and ensuring accuracy from start to finish. The Role This position is responsible for overseeing the end‑to‑end execution of investment and trade requests. You'll manage requests through internal systems, coordinate with advisors, custodians, and internal stakeholders, and ensure that all required reviews, configurations, and approvals are completed before execution. While this role does not involve making investment decisions, it plays a critical part in execution quality and client experience. Key Responsibilities Manage investment and trade requests from initiation through completion
Track and move requests through workflow systems, ensuring accuracy and timeliness
Coordinate with internal teams, external partners, and custodians to resolve issues and clear exceptions
Confirm accounts are properly set up with required features, restrictions, and documentation
Maintain organized records and support reporting, reconciliations, and internal controls
Provide operational support across SMAs, alternative investments, and structured products as needed Qualifications 2+ years of experience in investment operations, financial services operations, or client service
Exposure to separately managed accounts, alternative investments, or structured products preferred
Strong attention to detail with the ability to manage multiple requests simultaneously
Comfortable working in systems‑driven environments (CRM / workflow tools; Salesforce experience a plus)
Professional communication skills and a service‑oriented mindset
Experience with platforms such as AQR, CAIS, iCapital, or similar is a plus TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use and Privacy Notice. Create a Job Alert
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