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Mission Investors Exchange shares career opportunities at member foundations, affiliate member organizations, and other partners. Find your next job and build a career in impact investing.

Position: 
Junior Operations Associate
Location: 
Sausalito, CA
Organization: 

About the Organization

At Aperio Group, our strategies are designed to put our clients’ and their clients’ interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client’s unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management firm specializing in managing customized equity portfolios tax efficiently.
 
We recognize that our competitive advantage starts with our people and our culture. At Aperio, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. Our firm seeks to build a workforce that is as diverse in experience, perspective, and culture as the clients with whom we aspire to work. We are looking to add amazing people to our team who will bring diversity across many lines, including race, ethnicity, religion, sexual orientation, age, marital/family status, disability, gender identity, sex, and country of origin.
 
Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It’s a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Aperio is the place for you.
 
APERIO GROUP, LLC IS COMMITTED TO ATTRACTING, RETAINING, ENGAGING, AND DEVELOPING A POOL OF TALENT THAT IS DIVERSE ALONG MANY DIMENSIONS. WE SEEK TO LEVERAGE THESE DIVERSE EXPERIENCES, BACKGROUNDS, AND VIEWPOINTS TO BEST SERVE THE NEEDS OF OUR CLIENTS.
 

Position Description 

We are adding to our staff and are looking for a Junior Operations Associate who is bright, articulate, and has a sense of humor. This is an entry-level position and an excellent opportunity for someone interested in gaining experience in the finance industry. Ideal candidates will have excellent problem-solving skills, a high degree of attention to detail, and excellent organizational skills. This is a great opportunity to work for a growing investment management firm.
 
Duties and Responsibilities
  • Download and archive custodial statements for all accounts monthly
  • Review incoming faxes and mailings daily
  • Process proxy voting for accounts through manual ballots or online as needed
  • Respond to and process corporate action notifications across all Aperio managed accounts via email, fax, and various custodial websites
  • Reply to diverse external and internal requests in a timely and professional manner
  • Work on miscellaneous projects (billing, performance, and investment operations departments) to streamline operations, automate processes, and reduce errors
  • Participate in projects to enhance the client experience
  • Effectively document and maintain processes
  • Other duties as assigned

Qualifications

  • BA/BS required
  • Strong attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Outstanding problem-solving and interpersonal skills
  • Strong organizational and multitasking skills
  • Ability to work independently and in a small group environment; a collaborative attitude is a must
  • Advanced Microsoft Office capabilities
  • A high degree of integrity with the ability to handle confidential matters
  • Capacity to work in a fast-paced environment
Visa sponsorship is not available for this position.
 

Compensation

Salary is commensurate with experience.
 

Application Instructions

 
Interested candidates must provide a cover letter, résumé, and salary expectations.
 
California Residents: The California Consumer Privacy Act (CCPA) requires us to inform job applicants about the categories of information Aperio collects about you and the purposes for which Aperio will use your information. For personal information subject to the CCPA, please see this Privacy Notice, which contains required disclosures and details information that we collect as a part of our job application process.
 
Applicants: Please be aware and cautious about scams and requests for information from sources claiming to be affiliated with or working on behalf of Aperio Group. Be suspicious of anyone contacting you from an email domain other than “aperiogroup.com” or “app.bamboohr.com,” or calling you about a job opportunity if you have not sent a resume to us. We will never ask for personal or background check information directly over email or the telephone before providing a formal job offer, and we only use secure methods to request and receive such information. If you are concerned about the legitimacy of a communication or request, we suggest that you call our main line, 415.339.4300, to verify.

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