Investment Operations Associate

Cassaday & Company, Inc.

Location: McLean, Virginia, United States
Job type: Full-time

Required skills

Bloomberg
FactSet
Morningstar
YCharts
Python
R
SQL
Excel
VBA

About the role

Location: McLean,Virginia,United States

POSITION SUMMARY

Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the Investment Management & Research (IMR) team in McLean, Virginia. This role focuses on investment data integrity, performance and cost basis reporting, and operational support across portfolio management and trading functions, while also assisting with investment research initiatives, analytical projects, and investment-related communications.

RESPONSIBILITIES

Maintain and audit investment data across portfolio accounting and reporting systems, with a focus on cost basis accuracy and reconciliation.

Support the firm’s GIPS® verification process through data preparation, validation, and auditor coordination.

Prepare investment analyses and materials for internal and client-facing use.

Coordinate fund manager due diligence processes, including meeting scheduling, documentation, and follow-up tracking.

Support Investment Policy Committee (IPC) meeting preparation, logistics, and materials.

Assist with departmental reporting and operational workflow management across IMR and Trading functions.

Assist in the drafting and reviewing of client-facing investment communications.

REQUIREMENTS

Bachelor’s degree with a strong academic record.

Strong interest in investment management and financial markets.

Progress toward CFA® designation preferred.

Ability to obtain the SIE, Series 7, and Series 66 (or equivalent) within six months of hire.
Advanced proficiency in Microsoft Excel; VBA experience preferred.
Familiarity with investment platforms and research tools such as Bloomberg, FactSet, Morningstar, or YCharts preferred.
Experience with Python, R, SQL, or other analytical tools is a plus.
Strong analytical, quantitative, and organizational skills.
High attention to detail and ability to manage multiple priorities effectively.

This position offers a hybrid schedule following successful completion of the introductory period.

ABOUT US

Cassaday & Company manages over $7.7 billion in assets for approximately 3200 households.

Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron’s, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

CASSADAY & COMPANY BENEFITS PACKAGE

Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
401(k) options
Paid time off
Telework options
Health & Wellness Program, including:
- Monthly Wellness Allowance
- quarterly & annual employee wellness events
Paid parking in covered garage, OR monthly public transit subsidy
Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
Company-sponsored employee appreciation events

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About Cassaday & Company, Inc.

Independent wealth management and comprehensive financial planning services.

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