Thank you for your interest in joining our team!

Augustine Asset Management seeks to hire an Investment Operations Analyst. Please see the opportunity description below and submit a letter of interest and resume to:

Augustine Asset Management offers an opportunity to learn and grow on a desired career path. A successful candidate will join a dynamic team that seeks continuous improvement across investment and client disciplines. We seek team members with intellectual curiosity, communication skills, effective autonomy, desire to leverage technology, comfort with ambiguity, and flexibility to assume various roles in a team-oriented environment.

The Investment Operations Analyst position blends financial analysis, investment reporting, and business systems skills. The role supports the investment team and other constituents across the firm. Ability to learn processes and perform work requiring accuracy and timeliness is key for this role. Creative problem solving, strong personal skills, and the ability to multi-task will be heavily utilized.


  • Design and prepare analyses for use by the investment team and for client communications.
  • Create, execute, and allocate trades to implement investment portfolios and client capital flows.
  • Oversee external service providers (e.g., portfolio accounting, securities custody, and executing brokers).
  • Maintain firm and investment strategy information in investment marketing databases.
  • Manage risk through strong procedural discipline and prudent judgement.
  • Learn and develop skills while conducting strategic projects and ad hoc assignments.
  • Assist other areas of the firm to support investment, compliance, and client needs.


A successful candidate must have impeccable integrity, a fiduciary mindset, and ability to consistently place the interest of our clients first in judgment, decision making, and actions.

We are looking for:

  • Strong analytic and problem-solving skills and ability to think systematically.
  • Ability to independently acquire and analyze data.
  • Ability to leverage problem-solving and critical-thinking skills to draw conclusions.
  • Strong organizational, communication, and quantitative skills, with an emphasis on accuracy, concision, and timeliness.
  • A self-motivated and proactive team player who takes ownership of and accountability for projects.
  • Desire to learn and collaborate with colleagues to improve investment operations processes.
  • Strong academic credentials. Bachelor’s degree minimum.
  • Minimum of two years of relevant experience.
  • Experience with equity and fixed income securities preferred.
  • Experience with financial information platforms, such as Bloomberg, preferred.
  • Experience with investment portfolio accounting systems, such as Advent Axys, preferred.
  • Experience with investment marketing databases, such as PSN, eVestment, and Wilshire, preferred.
  • Strong skills with business applications such as Microsoft Excel. Experience with macros and VBA preferred.


  • Salary commensurate with experience.
  • Annual performance bonus.
  • Comprehensive health, life, and disability insurance.
  • 401k plan with annual company grant.