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. The right person in this role can potentially grow to senior leadership in the firm.

The Operations Associate’s responsibilities include: trading, maintaining the portfolio management system, setting up new separate accounts for clients, providing excellent customer service to clients 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. 
      • Administer client portfolio updates and billing.  
      • Support management and reporting of composite and benchmark-related performance.

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.
      • 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 leadership in the firm’s operations department. We are looking for someone with the potential to become a key leader at the firm with time and experience. 
      • Competitive compensation package commensurate with experience: base salary plus quarterly profit sharing with potential significant upside as the firm grows. 
      • Healthcare and retirement benefits.

To apply email and provide compensation requirements and tell us why you are the right person for the job.

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