Location: McLean,Virginia,United States
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
Our Mission is to provide objective guidance to individuals and families seeking advice about their financial situations, to do so with the highest levels of honesty, integrity, and overall excellence possible, and to provide faultless quality and courteous service – at a reasonable price.
Cassaday & Company, Inc., has grown from $40 million in assets under management or supervision to $7 billion (as of 9/30/25) with 91 employees, assisting approximately 3,188 households throughout the United States.
Securities offered through Osaic Wealth, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, Inc., a registered investment adviser not affiliated with Osaic Wealth.
FINRA: http://www.finra.org
SIPC: http://www.SIPC.org
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Please visit our Awards and Recognition page for details https://cassaday.com/category/awards-recognition/.
Opinions expressed here by Cassaday & Company advisors are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Cassaday & Company advisors, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Cassaday & Company advisors do not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice.
