We are looking for people who are not just excellent at what they
do, but are also passionate about what they do.
NOW HIRING
Operations Associate Position
IMA, a rapidly growing value investing firm in Greenwood Village, Colorado is looking to hire a truly exceptional Operations Associate. Only applicants in the Denver metro area will be considered.
Position Responsibilities:
- Quickly achieve proficiency in the firm’s portfolio management system and custodian platforms (Schwab and Fidelity).
- Effectively prioritize and execute required daily tasks including: trading, portfolio reconciliation, rebalancing accounts, responding to client communications and prepare paperwork.
- Demonstrate solution orientated attitude to address variety of tasks.
- Having fun
Position Requirements:
- Bachelor’s degree or equivalent combination of Associate’s degree plus commensurate work experience (Business, Finance, or Accounting majors preferred).
- 1 to 3 years of relevant office experience required, with specific industry-related experience preferred. Previous experience with separately managed accounts is strongly preferable.
- Experience working with portfolio management software, databases, portfolio accounting, and/or trading preferred.
- Broad understanding of financial markets and economic fundamentals is helpful.
- Excellent organizational skills.
- Solid quantitative skills.
- Excellent oral and written communication skills.
- Have an ownership mentality, be a self-starter and able to work independently.
What We Offer:
- Fun, intellectually honest culture steeped in the values of value investing in a professional yet casual atmosphere.
- Individual contribution and innovation are encouraged and recognized.
- A pathway to advancement within the firm
- Competitive compensation package commensurate with experience: base salary plus quarterly profit sharing with potential significant upside as the firm grows.
- Healthcare and retirement benefits.
- Deluxe, healthy company provided breakfasts and lunches daily
When Applying: email providing a resume, a cover letter and in a short recorded video (1-3 minutes), please introduce yourself and tell us:
1) Why you are excited about IMA
2) Why you are excited about the role
3) How do you feel about in office vs remote work
4) What do you like to do outside of work
IMA Company Values
Integrity: We treat everyone with honesty and respect.
Excellence and Curiosity: We are never at our destination; we are always on the way there. We are constantly improving and seeking excellence at everything we do. We are always wondering and learning new things.
Fun: Because life is too short (we have a “no jerks” rule at IMA). All of us want to do this work because we feel fulfilled and energized and love what we do.
IMA's Promise to Clients
IMA is anything but just another Wall Street firm, and therefore not everyone who knocks on our door is an appropriate client for us.
Our clients are our partners, and just like partners in a marriage, we need to share the same values. Our values are spelled out in Six Commandments of Value Investing. (https://imausa.com/investment-principles/)
We promise to be honest and transparent with our partners. We will invest their money with the same thoughtfulness, care, diligence, and slight hint of paranoia that we employ in investing our own (easy for us to do, as nearly all the liquid net worth of our portfolio managers and their families is invested in the same stocks our clients own).
We are a firm with a soul, and we’ll never do anything that would put our interests before those of our clients.
We’re not trying to be the biggest investing firm, just the best one. In addition to striving to provide great true-risk-adjusted returns, we’ll deliver excellent customer service and a one-of-a-kind client experience.