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Investment Operations Specialist with JAG Capital Management

Company: Collaborative Strategies, Inc.
Location: Saint Louis
Posted on: November 22, 2021

Job Description:

JAG Capital Management LLC (JAG) is a boutique, independent, and employee-owned Registered Investment Advisor firm with offices in St. Louis and Chicago. With combined assets under management and advisement of approximately $2 billion, JAG actively invests for institutions and individuals in highly selective, customizable, and nimble equity and fixed income strategies. They take pride in their service culture which is a key competitive differentiator. Communication, transparency and accessibility guide their long and successful client partnerships. To learn more about JAG, visit online. Meet their CEO, Norm Conley:

In alignment with strategic directives and due to growth, JAG is seeking an Investment Operations Specialist, based in St. Louis. This critical role supports the daily portfolio accounting, trading and account administration work for JAG. If you are a tech savvy investment operations person who is ready for a new challenge in a growing, collaborative organization, then this is the job for you!

Reporting directly to the SVP, Director of Equity Trading & Operations, the Investment Operations Specialist will:

Be the technical expert in Advent APX portfolio account system, continuously identifying ways to improve processes and implementing best practices.

Run performance reports in an efficient and timely manner. Support internal partners in providing accurate and timely reporting to clients and advisors.

Manage Advent APX and Moxy databases on a daily basis including design and upkeep.

Successfully navigate multiple custodial platforms for daily operations.

Execute equity trading in an accurate and timely manner.

Ensure accuracy of portfolio data.

Qualifications include:

Bachelor's degree from an accredited college or university. A Bachelor's degree in business is preferred.

A minimum of three years of experience in investment operations.

A minimum of three years of experience and highly proficient in portfolio accounting systems, such as Advent APX, Charles River, Clearwater, Black Diamond, or Envestnet. Experience and technical expertise in Advent APX portfolio accounting system is preferred.

A minimum of three years of experience with equity trading systems. Experience with Advent Moxy Trading system preferred.

Series 65 Registration preferred or ability to pass the Series 65 within the first year of hire.

SQL experience a plus.

Experience converting, training and being a technical expert in investment operations systems preferred.

Strong analytical and financial skills.

Other Skills & Abilities:

Detail-oriented with a high degree of accuracy.

Must have a can-do attitude with the ability to thrive in a fast-paced, entrepreneurial and team-oriented environment.

Curious and always striving to improve processes, systems and your work.

Proactive in identifying and resolving issues.

Excellent verbal and written communication skills, inclusive of the ability to interact and work well across all levels of the company.

Strong interpersonal skills with the ability to build rapport across the company.

Excellent organization skills and the ability to multi-task.

A solid work ethic.

High ethical standards.

Ready to Apply?

If you are interested and qualified and ready to take the next step, apply online at All inquiries and resume submissions will be treated as strictly confidential. Please do not contact JAG directly.

Collaborative Strategies, Inc. is a St. Louis-based consulting firm with a dedicated search practice and has been connecting talent with opportunity since 1994. We take pride in matching talented leaders seeking mission-critical endeavors with entrepreneurial organizations such as JAG. For more information, visit us at To view our job board, visit

- Equal Opportunity Employer -

Keywords: Collaborative Strategies, Inc., St. Louis , Investment Operations Specialist with JAG Capital Management, Executive , Saint Louis, Missouri

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