Details
11/13/2017
Investment Operations Associate
The Joseph Group
As a member of The Joseph Group’s Investment Team, the Investment Operations Associate will implement the firm’s investment strategies across client accounts and platforms. The Investment Operations Associate will become the super user of our trade rebalancing software and will monitor portfolio allocations to make sure portfolios are in line with TJG’s target allocations.
Having previous trading experience with equities and mutual funds is a plus. The Investment Operations Associate will also serve as a member of The Joseph Group’s Compliance Team and will help with a variety compliance functions as well as assist with the compilation and reporting of business metrics. Note: the individual hired for this position will be trained by the person who is currently serving in the role.
Contact: Travis Upton, Chief Investment Officer, travis.upton@josephgroup.com, 614-228-4300 x103, www.josephgroup.com
