We are looking for people who are not just excellent at what they
do, but are also passionate about what they do.

Operations Associate Position

IMA, a rapidly growing value investing firm in Greenwood Village, Colorado is looking to hire a truly exceptional Operations Associate.

If this is you, then please apply! However only applicants in the Denver area will be considered.

This position directly reports to the Director of Operations. IMA is a growing firm with potential for career advancement.

The Operations Associate’s responsibilities include: trading, maintaining the portfolio management system, establishing new client accounts, maintenance of existing accounts, ad-hoc research and projects as necessary, providing excellent customer service and having fun.

Primary Responsibilities:

      • Quickly achieve proficiency in the firm’s portfolio management system and custodian platforms (Schwab, Fidelity, TD Ameritrade). 
      • Effectively prioritize and execute required daily tasks including: trading, portfolio reconciliation, rebalancing accounts, responding to client communications and executing necessary logistics.
      • Demonstrate solution orientated attitude to address variety of client and business tasks

Position Requirements:

      • Bachelor’s degree or equivalent combination of Associate’s degree plus commensurate work experience (Business, Finance, or Accounting majors preferred).
      • 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.
      • Strong attention to detail and deadline oriented.
      • Able to think strategically and consider connections and tradeoffs between processes.
      • Solid quantitative skills.
      • Excellent oral and written communication skills.
      • Ability to effectively use Microsoft Office products, with an emphasis on Excel. 
      • Must be able to quickly adapt to new systems and learn industry-specific software including but not limited to trading, reporting and task management.
      • Must have a desire to learn about and implement new technology as needed.
      • 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 completely commensurate with experience: $55,000 – $65,000 per year base salary (maybe more, again based on the experience) plus quarterly profit sharing bonus with potential for significant upside as the firm grows.
      • Healthcare and retirement benefits.

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.

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.

Investment Management Associates, Inc. - A Premier Value Investing Firm