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 RoleThis 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 ResponsibilitiesManage investment and trade requests from initiation through completionTrack and move requests through workflow systems, ensuring accuracy and timelinessCoordinate with internal teams, external partners, and custodians to resolve issues and clear exceptionsConfirm accounts are properly set up with required features, restrictions, and documentationMaintain organized records and support reporting, reconciliations, and internal controlsProvide operational support across SMAs, alternative investments, and structured products as needed