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

Operations Manager Position

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

For this role, we prefer Denver-based candidates, but will consider candidates willing  to relocate to Denver shortly after starting.

We are looking for someone who is truly passionate about excellence in investment operations, personal and professional growth, learning, thinking in systems, and succeeding with integrity.  This is an amazing opportunity for someone to join and potentially lead the operations division of a growing investment management firm. 

We are a long-only, research-intensive investment business with a multi-year holding period. You can learn more about the firm, and our culture, by visiting our website and Contrarian Edge

This position directly reports to the Director of Operations.  Over time, the right person in this role could lead the firm’s operations.

A primary goal for our operations department is to provide excellent, one-of-a-kind service to IMA clients and run the business with the efficiency of a Swiss watch. The operations manager would play an integral role in spearheading and achieving this vision. 

The Operations Manager’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.   Additional responsibilities include systematizing the firm’s operational processes, learning about and implementing compliance initiatives, and ad hoc projects as needed.

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.

Primary Responsibilities:

      • Quickly achieve proficiency, and as soon as possible, fluency in the firm’s portfolio management system and custodian platforms (Schwab, Fidelity, TD Ameritrade). We want you to hit the ground running!
      • 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.
      • Quickly achieve proficiency in all aspects of the firm’s operations to serve as a backup for the Director of Operations.

Position Requirements:

      • Bachelor’s degree or equivalent combination of Associate’s degree plus commensurate work experience (Business, Finance, or Accounting majors preferred).
      • 4 to 7 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.
      • Broad understanding of financial markets and economic fundamentals.
      • 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.

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