Investment Operations Associate

6 days ago Be among the first 25 applicants

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our differentiated, non-consensus insights, Lumida is reshaping how modern investors build and preserve wealth.

Who You Are

• Detail-Oriented Perfectionist – You catch the smallest discrepancies and ensure every report, trade, and allocation is precise.
• Curious Analyst – You love learning and simplifying complexity, always looking for ways to improve workflows.
• Team-First Operator – You collaborate naturally and build trust with PMs and advisors through thoughtful execution.
• Proactive & Reliable – You anticipate needs, solve problems early, and stay calm under pressure.
• Adaptable Multitasker – You thrive in dynamic environments and pivot smoothly between tasks and priorities.
• Client-Savvy Communicator – You understand the human side of wealth management and communicate with empathy and professionalism.
• Creative Problem-Solver – You think ahead and craft efficient, lasting solutions to operational roadblocks.

What You'll Be Doing

• Ensure portfolio accuracy by maintaining correct positions, weights, and valuations.
• Execute rebalancing instructions on time and within guidelines.
• Monitor deviations from model allocations and flag exceptions.
• Track and control cash drift to stay within set parameters.
• Identify and resolve portfolio model drift exceptions.
• Prepare timely, accurate performance and holdings review packs.
• Complete scheduled client portfolio reviews with high consistency.
• Incorporate customizations efficiently and accurately.
• Optimize production efficiency of reporting packs with minimal errors.
• Generate accurate trade instructions with minimal need for manual correction.
• Reduce reliance on manual overrides by using automation and sound judgment.
• Comply with rebalance frequency policies and ensure timely execution.
• Maintain high data integrity in performance attribution reports.
• Proactively escalate any risk threshold breaches.
• Track and monitor volatility, flagging abnormal movements in portfolios.
• Respond to PM and advisor requests with speed and precision (e.g., drift reports, exposure summaries, cash requests).
• Earn consistently high satisfaction scores through clear, timely, and accurate support.

What We're Looking For

• Strong analytical skills and obsession with accuracy.
• Experience with portfolio management platforms like Bloomberg, FactSet, or similar.
• Excellent prioritization and time management — you're organized and efficient.
• Familiarity with risk reporting, attribution analysis, and rebalancing workflows.
• Collaborative mindset and proactive communication with internal stakeholders.
• Comfortable working in a high-output, fast-paced, and evolving environment.
• Bonus if you're comfortable building workflows or databases in tools like Airtable.

Minimum Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related discipline.
• 2+ years in investment operations, portfolio management, or wealth management.
• Familiarity with rebalancing, model portfolios, client reporting, and risk monitoring.
• CFA designation preferred (or pursuing).
• Proficiency in portfolio tools (e.g., Bloomberg, FactSet), plus a bonus for automation or data experience.

Why Join Lumida?

Work directly with a seasoned founder – Gain firsthand insights and mentorship from leadership with deep industry experience.

Be at the frontier – Join a dynamic, innovative firm at the cutting edge of crypto, wealth tech, and alternative investments.

Collaborate with talent – Team up with passionate professionals on a mission to transform the future of finance.

Grow with us – Enjoy real opportunities for learning, development, and upward mobility in a fast-scaling company.

Get rewarded – Competitive salary, equity upside, and a comprehensive benefits package.

At Lumida, you will join a team that values the holistic growth of both clients and employees. We offer an environment conducive to continuous learning, intellectual development, and impactful community engagement, all built on a foundation of exceptional investment expertise.

Can't wait to have you onboard

• Seniority levelEntry level

• Employment typeFull-time

• Job functionManagement and Manufacturing

Referrals increase your chances of interviewing at Lumida Wealth by 2x

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.