Associate, Asset Management in Berwyn

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Job DescriptionJob DescriptionSalary: $60,000-$70,000

Position Overview

We are seeking a highly organized and detail-oriented Associate, Asset Management to join our GVA Asset Management (GVAAM) team. This individual will play a vital role in supporting the operational functions of GVAAM, with a focus on account openings, trading execution, and performance reporting.

Key Responsibilities

• Facilitate and process new account openings and custodial paperwork with precision and timeliness.
• Support daily trading activities, including trade execution, reconciliation, and confirmations.
• Assist in generating and reviewing performance reports for internal and external stakeholders.
• Ensure data accuracy and integrity across client accounts and reporting systems.
• Collaborate closely with internal teams, including operations, compliance, and advisory teams.
• Provide excellent service and support to advisors and clients.
• Contribute to process improvements and documentation for scalability as the team grows.

Qualifications

• Bachelors Degree (BA or BS) required, preferably in Finance, Economics, Business, Mathematics, Computer Science, or a related field.
• Exceptional attention to detail and organizational skills.
• Strong interest in investment operations and working in a fast-paced, high-growth environment.
• Excellent written and verbal communication skills.
• Comfortable with data and proficient in Excel and related reporting tools.
• This is an entry-level position, but previous experience in asset management and financial advisory is a plus.

Why Join GVA?

• Opportunity to grow with a rapidly expanding firm in the financial services industry.
• Work with a collaborative and supportive team environment.
• Competitive compensation and benefits package.
• Direct exposure to the inner workings of asset management operations.

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.