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Addepar-Pro Investment Operations Associate (On-Site
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-31
Listing for:
MTO Financial Services
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Reporting
Job Description & How to Apply Below
Location: New York
MTO Financial Services, based in New York, seeks an Investment Operations Associate to support investment reporting, client service, portfolio administration, and back-office operations forRIAs and wealth firms. The role emphasizes working with investment data, technology platforms, and client-facing processes.
The position requires hands-on experience with Addepar and daily on-site presence in Stony Brook, NY, with collaboration across custodians and advisors to ensure accurate reporting and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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