Operations Associate


Campbell Newman (CN) is a boutique investment management firm serving institutional and high net-worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth. Both strategies feature high-quality biased, high-conviction portfolios that utilize the same bottom-up driven research process.

Campbell Newman is seeking to add an Operations Associate to its team in their Milwaukee, Wisconsin office.

The ideal candidate will be a self-starter that is excited about joining an established team at a growing firm. This role allows the opportunity to learn and contribute to the many facets of the operations of a successful boutique investment firm.

Candidate Responsibilities

Reporting to the Vice President – Operations, the candidate will be required to:


  • Execute Daily and Month End Processing and Pricing.
  • Settle trades in a timely, accurate, and cost-effective manner. Ensuring all trades are identified, corrected and recorded.
  • Advent Custodial Data daily transaction and monthly position reconciliation
  • Process corporate actions
  • Initiate quarterly cost basis reconciliation
  • Execute monthly valuation reviews
  • Update benchmark index files monthly

Client Servicing

  • Maintain accounts by balancing, reconciling, opening/closing, preparing necessary paperwork and updating client records.
  • Respond to client inquiries and problems ensuring timely and comprehensive problem resolution.
  • Assist Portfolio Managers by creating client communications such as marketing presentation material, specialized reports, trade rationale and memos.
  • Perform administrative support duties such as answering phones, filing and client-related support.


  • In conjunction with Portfolio Managers and Equity Trader, create trading programs in an accurate and timely manner.
  • Accurately process trades, executing the trade order in accordance with “best execution” practices.

Candidate Requirements

The characteristics of an ideal candidate:

  • Bachelor’s Degree in Business Administration, Finance or Economics is desirable
  • 0-3 years of experience
  • Proficient in Microsoft Office suite
  • Strong verbal and written communication skills
  • Significant attention to detail
  • Strong multitasking skills
  • Strong math skills

Working Conditions

Work requires a low degree of physical effort and is almost always performed inside an office environment.

Hours: 7:30am – 4:30pm in office, with one hour lunch break


Compensation will consist of a base salary commensurate with experience and the opportunity to earn an annual cash bonus. Additional benefits include competitive health insurance, 100% employer-funded profit-sharing plan and 401(k) plan with safe harbor nonelective contribution by employer of 3% of salary, regardless of employee deferrals.


If interested, please forward resume to

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