Investment Operations Associate

• 
  

  Maintain and audit investment data across portfolio accounting and reporting systems, with a focus on cost basis accuracy and reconciliation. 

  
  

• 
  

  Support the firm’s GIPS® verification process through data preparation, validation, and auditor coordination. 

  
  

• 
  

  Prepare investment analyses and materials for internal and client-facing use. 

  
  

• 
  

  Coordinate fund manager due diligence processes, including meeting scheduling, documentation, and follow-up tracking. 

  
  

• 
  

  Support Investment Policy Committee (IPC) meeting preparation, logistics, and materials. 

  
  

• 
  

  Assist with departmental reporting and operational workflow management across IMR and Trading functions. 

  
  

• 
  

  Assist in the drafting and reviewing of client-facing investment communications. 

  
  

This position offers a hybrid schedule following successful completion of the introductory period.

ABOUT US

Cassaday & Company manages over $7.7 billion in assets for approximately 3200 households.

Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron’s, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

CASSADAY & COMPANY BENEFITS PACKAGE

• Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm


• 401(k) options


• Paid time off


• Telework options


• Health & Wellness Program, including:
  
  
  
  • Monthly Wellness Allowance
  
  
  • quarterly & annual employee wellness events
  
  
  
  


• Paid parking in covered garage, OR monthly public transit subsidy


• Tax-free Dependent Care Assistance and Education & Tuition Assistance programs


• Company-sponsored employee appreciation events