Investment Operations Associate

Investment Operations Associate Job Profile

The Investment Operations Associate provides operational and administrative support to the Investment Operations team. This role requires a motivated and detail-oriented data professional with a focus on ensuring data accuracy, integrity, and compliance across our systems. The ideal candidate will be skilled in identifying discrepancies, optimizing data workflows, and supporting various teams with the tools and insights needed to serve our clients.

The Investment Operations Associate may act as a resource to other associate team members.

• Assist the team to consistently deliver an efficient and superior client experience, with a satisfaction-mean rating of 9.5 or better.
• Ensure data accuracy, consistency, and compliance across systems through regular audits and validation.
• Identify and resolve data discrepancies, duplicates, and inconsistencies to maintain integrity.
• Assist with data entry processes and support cleanup efforts to improve usability and efficiency.
• Contribute to the improvement and efficiency of systems and workflows, collaborating with IT on system updates, integrations, and improvements
• Assist advisory and specialist teams with data retrieval and reporting.
• Increase familiarity with data governance, quality standards, and best practices.
• Display initiative in executing assigned projects, proactively identify issues, and apply critical thinking to deliver solutions to both clients and advisors, earning the continued confidence of your team members.
• Demonstrate proficiency in core responsibilities and relevant technology platforms, providing support to the investment operations team.
• Assist in executing client-related operational tasks across portfolio reporting, trading platforms, and CRM systems to ensure seamless internal workflows.
• Other duties as assigned.

We are a team of good people who put forth relentless effort to serve others.

Demonstrate Truepoint’s Core Values:

• We are a team : we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
• We are good people : we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
• We put forth relentless effort : we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
• We serve others : we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues – we strive to exceed expectations

• Strong academic track record, including the achievement of a bachelor’s degree.
• 1 – 2 years related experience preferred.
• Moderate to advanced Excel experience with success in maintaining and organizing data. Skilled in formula developments, such as VLOOKUPs, filtering/sorting, and other efficiencies.
• A positive, client-centric mindset with the initiative and drive to exceed expectations.
• Ability to coordinate across teams and manage internal processes, with a high attention to detail.
• Self-motivated to work both collaboratively and autonomously.
• Demonstrate initiative to grow both personally and professionally as our industry and firm change.

• Prolonged periods of working on a computer and occasional periods sitting.
• May have to lift up to 15 pounds.
• Minimal travel required. Frequent attendance at internal meetings required.
• Occasional attendance at meeting with outside partners.
• Travel outside the region may be required for business and/or professional development.
• In our hybrid work environment, the company reserves the right to modify in-office attendance requirements at its discretion based on business needs.

This position description in no manner neither states nor implies a contract of employment. Job duties and responsibilities may be added, changed or deleted at managements’ discretion at any time. This written description does not limit the duties and responsibilities by the assigned incumbent.