Trading & Operations Associate

Gateway Group is seeking a permanent Operations Associate opportunity for a well-established investment management firm in Memphis, TN. This role offers exposure to trading support, portfolio operations, client service, account onboarding, and Schwab platform operations. The ideal candidate will have 2-5 years of financial services, operations, or trading support experience, strong attention to detail, and excellent client service skills. The firm offers competitive compensation, comprehensive benefits, a collaborative culture, and the opportunity to grow within a respected investment organization.

• Detail-oriented operations professional to support Schwab trading, client service, and portfolio operations.
• Assist with trade entry, reconciliation, settlement, and monitoring daily activity. Support rebalancing, cash management, and maintain trade documentation.
• Respond to client inquiries and assist with onboarding and account setup. Process account forms, transfers, and maintain accurate client records.
• Coordinate with portfolio managers, custodians (Schwab), and internal teams.
• Provide backup coverage for Schwab desk operations as needed.

• Bachelor’s degree or equivalent experience.
• 2‑5 years in financial services, operations, or trading support preferred.
• Strong attention to detail, organization, and follow-through.
• Excellent communication and client service skills.
• Experience with Schwab or similar platforms and Excel preferred.

• High level of accuracy and ownership.
• Intellectual curiosity and willingness to learn.
• Problem‑solving mindset and reliability.
• Team‑oriented approach.

• Competitive compensation and comprehensive benefits.
• Stable, collaborative team environment.
• Exposure to multi‑asset and alternative investment strategies.
• Opportunity to build a strong foundation within a respected and independently operated investment firm.