Operations Associate

Job Description

Operations Associate | Certis Capital Management, Inc.

The Tone:
This is a full-time, on-site role at Certis Capital Management, Inc., located in Santa Barbara, CA. Certis Capital Management, Inc. oversees investment and financial activities for a select number of families, managing diversified portfolios across private equity, real estate, and private lending strategies. The firm focuses on tailored, long-term wealth management solutions that align with each family’s financial objectives within a multi-asset investment environment. The Operations Associate plays a crucial role in supporting the daily operational workflows that ensure accuracy, efficiency, and excellent client service.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Santa Barbara, CA
• Mission: This person supports day-to-day operational workflows to ensure accurate client records and efficient investment activities for select families.
• Tech Stack: Microsoft Office (especially Excel), investment or portfolio management systems

What You’ll Actually Do
• Process Daily Workflows: Support day-to-day operational workflows by accurately processing trades and performing thorough account reconciliation.
• Maintain Client Information: Ensure the precision of client records and assist with all documentation requirements to keep information current and compliant.
• Coordinate External Stakeholders: Liaise effectively with custodians and external service providers to ensure smooth and integrated operational processes.
• Prepare Reports: Compile and prepare various financial and operational reports, assisting with compliance-related documentation as needed.
• Enhance Internal Processes and Client Service: Respond promptly to client inquiries, support client onboarding processes, and actively contribute to improving internal procedures to boost efficiency and accuracy.

The Must-Haves
• Background: A Bachelor’s degree in finance, business, economics, or a related field is required, forming a strong foundation for understanding financial operations.
• Experience: Proficiency with Microsoft Office, specifically advanced Excel capabilities, is essential, alongside familiarity with investment or portfolio management systems.
• Skills:
• Strong Operations skills, including expertise in process management, data accuracy, and workflow coordination.
• Excellent Interpersonal Skills and Customer Service abilities to effectively interact with clients and internal stakeholders.
• Solid Analytical Skills to interpret data and prepare clear reports, combined with strong Communication skills to convey information effectively.
• Demonstrated attention to detail, robust organizational skills, and the capacity to work both independently and collaboratively.
• Bonus: Relevant experience in financial services, wealth management, or investment operations is highly beneficial.