Operations Analyst

Company Profile:

Advisor Partners II, LLC (AP) is an investment management firm that is a leading provider of portfolio and wealth management solutions. The firm specializes in creating comprehensive investment portfolios and managing client accounts on behalf of professional investment advisors. The firm manages ~$7 billion in assets. AP’s strategies focus on equity investments, specifically active tax indexing, socially responsible indexing, and factor-based strategies (e.g. dividend tilt strategy).

Additional information on Advisor Partners can be found at www.advisorpartners.com.

Position Summary/Responsibilities:

Advisor Partners, LLC is seeking a Full-Time Operations individual to be responsible for:

• Daily account reconciliation. This includes overseeing the daily maintenance of standard and nonstandard custodial and vendor data feeds.
• Assisting with month-end/quarter-end operational and reporting processes.
• Working directly with clients to answer questions on performance, portfolio implementation, and how the strategies are constructed.
• Integration projects with Salesforce and various CRM tools to assist with client services.
• Over time, the analyst will be responsible for coming up with new ideas to add customizable capabilities to the client services process and to enhance the trading/operational workflow.

Minimum Qualifications:

• Bachelor’s degree in Statistics, Mathematics, Finance, Economics, Physics, Engineering, or related STEM field.
• Experience with MS Office, including Excel.
• Ability to communicate clearly and effectively with portfolio managers and clients.
• Strong attention to detail; excellent organizational skills and a high work ethic.
• Knowledge of Order and portfolio management systems.
• Familiar with Investment strategies.

Preferred Qualifications:

• Experience with a Portfolio Management System (APX Preferred).
• Knowledge of a CRM tool, preferably Salesforce.

Advisor Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer.