FIRM OVERVIEW
Sierra Investment Management has three Registered Investment Advisers (RIAs): Sierra Investment Management (retail RIA); Ocean Park Asset Management (model delivery through Financial Advisors (FAs)); and Wright Fund Management (adviser to the Sierra Mutual Funds). The firm currently has assets under management of approx. $5.5 billion.
SUMMARY
The Investment Operations Analyst is responsible for ensuring the efficient and accurate operations of mutual funds, TAMP models and separately managed accounts (SMAs) within a fast-growing investment management firm. The successful candidate will work closely with portfolio managers, analysts, and other stakeholders to support the day-to-day operations, including performance reporting, portfolio data reporting, trade processing and reconciliation. Reports to the COO.
This role requires strong analytical and problem-solving skills, as well as a strong attention to detail and a deep understanding of the mutual fund and registered investment advisory industry.
KEY RESPONSIBILITIES
Required Qualifications, Education, and Experience:
WORK ENVIRONMENT
Normal office working environment. Sierra is currently in a ‘hybrid’ work arrangement with employees in the office 3 days per week with the ability to work remotely 2 days per week.
COMPENSATION
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