The Investment Operations Specialist is responsible for performing the daily activities of the investment operations department and will report directly to the firm’s Director of Investment Operations. This includes the functions of portfolio accounting and administration, trading, billing, setting up client portals, assisting with tax reporting, and preparing a variety of other ongoing and special reports.
With offices in Atlanta, Georgia and Charlotte, North Carolina, Brightworth offers highly motivated individuals a challenging and dynamic work environment and an opportunity for professional development and career advancement. We have established career paths at many levels of our organization to provide growth opportunities for Brightworth associates.
With decades of experience and some of the most advanced financial and investment certifications in the industry, the Brightworth team is uniquely positioned to serve high net worth clients. Our team of professionals is key to our success, as exhibited by our high client-retention rate.
It is our mission to grow and develop highly motivated and competent professionals by providing an opportunity for personal growth and accomplishment, financial participation in firm success and an environment that fosters team camaraderie and improvement.