Careers
Welcome to Alesco, where our commitment to excellence goes beyond serving our clients; it extends to nurturing an exceptional workplace for our team members. At Alesco, we take pride in cultivating a work environment that prioritizes both professional advancement and personal well-being.
We are passionate about our culture.
Our foundation is built upon core principles of service, integrity, and value. These principles not only guide our interactions with clients but also shape the culture within our team. We believe in fostering a healthy work-life balance, understanding that productivity flourishes when individuals are supported both personally and professionally. Our standard working hours from 8am to 5pm reflect this commitment, allowing our team members to thrive in their roles while maintaining time for personal pursuits and family.
The tenure of our staff speaks volumes about the rewarding experiences they find at Alesco. Many of our team members have chosen to build their careers with us, a testament to the fulfilling and supportive environment we provide. We believe in investing in our employees, providing opportunities for growth, and recognizing their contributions.
What truly sets Alesco apart is our incredible team. Every day, we collaborate with talented individuals who bring diverse perspectives and expertise to the table. Together, we foster a culture of support, encouragement, and collaboration, where everyone has the opportunity to excel and contribute to our collective success.
Our Benefits
Health Insurance Plan Options & Health Savings Account
Dental and Vision Insurance
401(k) Plan & Match
Vacations and Holidays
Group Term Life Insurance & Group Long and Short Term Disability
Competitive Pay
Join us at Alesco, where we celebrate achievements, whether they're measured in investment milestones or the lasting relationships we forge within our Alesco family. Experience the difference of being part of a team that values your growth, well-being, and contributions every step of the way.
Open Roles
Operations and Compliance Associate
Position Overview
Primarily responsible for helping manage the firm’s daily investment operations functions, working alongside members of the firm’s other departments to ensure the firm operates in an efficient manner. Additionally, the candidate will also assist with various compliance tasks, such as regulatory reporting, trading approvals, policy/procedure oversight, and vendor due diligence.
The ideal candidate is highly productive and efficient with strong communication, partnering and problem-solving skills. In addition to organizational, multitasking and prioritization skills, the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a cooperative attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The salary range is $46,800 - $54,000.
Core Responsibilities Include
- Assist the firm’s VP of Operations with maintenance of several critical information systems
- Post-trade review, identifying errors or abnormalities
- Updating and reconcile data within the portfolio accounting system
- Work in a team environment and provide consultation to principals and senior investment professionals in formulating appropriate responses to client requests
- Assist the Chief Compliance Officer with regulatory reporting and trading approvals
- Perform critical vendor due diligence reviews
- Work with operations colleagues to continuously evaluate and improve processes
- Work with our IT Support team to resolve any software/hardware issues in the office
- Other duties may also be assigned
Qualifications
Education & Experience:
- Bachelor’s degree in Finance, Accounting, Economics, or Management preferred
- 1-3 years of experience in the financial services industry preferred
Knowledge and Technical Skills:
- Proficiency in business applications, such as Microsoft Office suite, particularly Microsoft Excel/VBA
- Knowledge of the Investment Advisers Act of 1940
- Knowledge of the Global Investment Performance Standards (GIPS) preferred
- Experience in the use of third-party tools such as Bloomberg, Orion Advisor Solutions, Salesforce CRM is a plus
Key Competencies:
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- Highly motivated with the ability to multi-task and work in a fast-paced, deadline driven environment
- Exceptional attention to detail and accuracy
- Effective in time management, prioritization of tasks, and overall organization
- Strong written and verbal skills, including the ability to prepare and interpret materials clearly and effectively for senior and executive level audiences
- Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills
We are always looking for motivated individuals for our Business Development Team. Interested applicants should forward cover letter and résumé to sburke@alescoadvisors.com.