Now Hiring: Operations Analyst

About The Position: An Operations Analyst is a vital part of a high functioning team at Fusion Capital Management. As a member of the Fusion Operations Team, the Operations Analyst is responsible for handling operational workflow, following through on all support service functions and providing outstanding customer service for our financial professionals. The position is a multi-faceted role, which requires a strong working knowledge of investment management processes across multiple custodians, technology vendors and products.

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About The Firm: Fusion Capital Management is an SEC Registered Investment Advisor firm located in the Dallas/Fort Worth, TX. Fusion is a rapidly growing firm which currently advises over $1 billion of assets. Fusion offers extensive back office support for financial professionals in order to provide unsurpassed customer service to our mutual clients. We provide customized wealth management solutions tailored to our mutual client’s long term goals, needs, and objectives. Our approach takes a special focus on risk, with our proprietary risk management system that will monitor the risk being taken within the portfolios we manage on an ongoing basis.

Position requires 0% regular travel, but employee may be asked to travel on rare occasions for training opportunities. This position will report to the Director of Operations.

Qualifications include:

  • General computer skills required.

  • College degree preferred.

  • Customer service experience preferred.

  • Must be detailed oriented.

  • Familiarity with Microsoft Office suite required (Word, Excel, Outlook, and Access).

  • Ability to quickly learn new technology systems, such as, custodian platform websites, portfolio and data aggregation software, paperless scanning technology, performance reporting and more.

  • Familiarity with technology platforms such as Redtail, Salesforce, Orion Advisor Services and Morningstar Office is preferred.

  • Familiarity with TD Ameritrade Institutional, Charles Schwab Institutional, and Fidelity Institutional custodian platforms is preferred.

  • Excellent organization and communication skills.

  • Series 65 license is preferred or the ability to obtain the license.

  • Excellent verbal and written communication skills.

  • Ability to multi-task, including operating within the technology platform and speaking with advisors over the phone.

  • Must be able to work as a team, but also independently to meet deadlines and provide outstanding customer support.

  • Previous investment industry experience is preferred, but not required.

Compensation: This position is full-time with the expectation of a 40 hour work week. Advancement opportunities will be available. Expected salary will range from $30k to $40k, based on experience, plus benefits.

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Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.

This website is a publication of Fusion Capital Management, LLC (Fusion). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.​

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.

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