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Growth Team

Operations | Rochester, NY | Full-Time

Manning & Napier is headquartered in Fairport, NY with additional offices in St. Petersburg, FL. and Columbus, OH. Founded in 1970, we provide a broad range of investment solutions, as well as a variety of consultative services that complement our investment process. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations. For many of these clients, the relationship goes beyond investment management, and includes customized solutions that address key issues and solve client-specific problems. We are currently recruiting for individuals to join our Investment Operations Growth Team.

Summary

Manning & Napier has excellent entry-level opportunities within Investment Operations for individuals who want to break into the investment field. This position offers you the opportunity to learn and interface with every aspect of the firm, which is beneficial in selecting your career path at Manning & Napier.

Responsibilities

Work within a dynamic and ever-changing team focusing on:

  • Account Performance Reviews to clients
  • Account Reconciliation between the firm and custodians
  • Trade processing, including tracking trade settlement and working with Broker/Custodians

Qualifications

  • Bachelor’s degree with a concentration in Finance/Economics or related field along with a strong record of academic achievement
  • Excellent communication and presentation skills
  • Strong analytical skills
  • Proficiency in Microsoft Excel and Word programs is strongly recommended

Career Path

Manning & Napier provides an environment where performance is rewarded and recognized. Your ability to progress throughout the firm is based on your own abilities. The candidate for the Investment Operations Growth Team is expected to be ready to move to other areas of the firm (i.e., Research, Client Analytics, and Marketing) within two years. In fact, many of our Senior Managers began their career on the Investment Operations Growth Team.

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