Operations Associate

Zevenbergen Capital Investments LLC (ZCI) is a forward-thinking, boutique, investment advisory firm specializing in growth equity investing built on a foundation of fundamental, bottom-up research. We have more than 35 years of experience serving both institutional and individual clients across the US and are looking to add a top-quality individual to our team in Edmonds, Washington. Opportunity: We are looking for a motivated Operations Associate to join our Operations team. This position reports directly to the Operations Lead and is an essential part of ensuring we deliver the highest quality service to ZCI's clients.The ideal candidate will be entrusted with a high level of responsibility and should welcome challenges, enjoy an interesting and dynamic workflow, embrace a fast-paced environment, be resourceful and able to work independently, possess outstanding project management skills and be able to communicate effectively with all members of the ZCI team, as well as clients and outside vendors. In joining a small firm, this candidate must be able to take on a variety of tasks and projects that often involve multiple functional teams.Job Responsibilities may include:Operations SupportPortfolio Account MaintenanceMonitor client accounts and transaction activity for updates and necessary changes.Ensure equity trades/cash flows are properly reflected in firm's portfolio accounting system.Ensure custody accounts are reconciled to the firm's portfolio accounting system on a daily and monthly basis.Trade SettlementEffectively communicate with brokers and custodians regarding trade settlement issues.Resolve discrepancies and report significant cash flows to portfolio managers with utmost sensitivity to timing and accuracy.Prepare and send daily trade files to brokers/custodians.Monitor and update model portfolio investment platforms.Compliance SupportAs needed, assist in compiling/auditing/testing of operational systems and processes to help confirm/maintain compliance with company and industry policies.Manage and track proxy voting done on behalf of advisory clients.Research and provide info as needed for class action litigation potentially impacting clients.Client Account SupportAssist clients by processing money movement & other custodian related client requests.Serve as support for the Client Service Team in preparing client paperwork necessary to open new accounts or update existing account information.Assist with the preparation of client reports, presentations and other marketing materials.Client Relationship SupportProfessionally greet and assist clients and vendors in office.Answer calls and route them to appropriate team members.Print and compile client reports and presentations.Other ResponsibilitiesOpen and distribute mail across all departments.Provide support for various administrative tasks, including office management, coordination of travel arrangements, scheduling of all-staff meetings, lunches and all company events.Minimum Requirements for ConsiderationBachelor's degree.2 years of experience in wealth management, accounting, finance, or a related field.Proactive approach, able to complete multiple directives and meet tight deadlines.Strong client-service orientation and business ethics.Outstanding analytical and organizational skills, resourceful and inquisitive.Exceptional communication skills (written and verbal) with confidence to present ideas at all levels of the organization and externally to clients and vendors.Excellent familiarity with Microsoft Office Suite (Excel, Word, Outlook).Desirable Skills and ExperiencesSeries 65 license.Mutual Fund administration and operations.Technical experience with SS&C Advent Software Suite (APX, Moxy, DTCC, Black Diamond), Bloomberg, FactSet and the desire to master additional financial software programs.Experience with Salentica CRM on Microsoft Dynamics 365, Salesforce and WordPress.Physical RequirementsLocally based, 4 days/week working from the office and 1 day/week remote work.Willing to embrace pre- and/or post - NYSE trading work hours and travel, as needed.Base Salary: $70,000-$90,000/year. The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.Position DetailsCompensation: Competitive base salary plus discretionary bonus potential.Paid time off: Vacation that increases with tenure, beginning at a rate of 15 days/year.Paid sick & holidays: 8 hours sick leave per 40 hours work and 10 holidays per year.Benefits: Comprehensive medical/dental/life insurance package.401(k): Annual contribution of 3% of eligible wages.Career development: Training/certification/licensing/dues reimbursement.Paid family/medical leave.Paid sabbaticals every 10 years.How to Respond:Please email your cover letter and resume to: careers@. In your cover letter (limited to one page), explain why you are an excellent fit for this position.Should your response and qualifications indicate potential for employment, you will be contacted for a follow-up telephone interview. We expect to collect responses over several weeks and begin personal interviews thereafter. Not all resumes will receive a response.We have made every attempt to convey an accurate description of this position's main responsibilities, it in no way does this imply these are the sole duties to be performed as part of your employment.Zevenbergen Capital is an equal opportunity employer. Our firm strives to create a workplace of diversity and to that end, will respect each person's unique contributions, no matter their race, creed, color, religion, sex, disability, national origin, honorably discharged veteran or military status, political ideology, ancestry, sexual orientation, marital status, citizenship, age, or gender identity. These principles apply to our practices in recruitment, hiring, training, job assignment, promotion, rates of pay, benefits or other forms of compensation, termination and other terms and conditions of employment.

Created: 2025-03-09