Private Wealth IR & Operations Associate
Listed on 2026-10-07
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Finance & Banking
Regulatory Compliance Specialist
Coda Search│Staffing is seeking an Investor Relations Operations professional in private wealth to oversee the daily transfer agent operations and service provider coordination in New York. This role focuses on delivering accurate client statements, tax reporting, and compliance across the investor services group.
You will coordinate onboarding of funds to global providers, resolve day-to-day queries, and handle incidents across the TA spectrum, while collaborating with Legal, Sales, Product and
Consider building your career as a Private Wealth IR & Operations Associate at Coda Search│Staffing.
Full responsibilities and requirements are described in the listing above.
Learn more about the Private Wealth IR & Operations Associate role in the description above.
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