Chilton Trust (“Chilton”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr.  Chilton Trust offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services.  Chilton Trust has offices in Charlotte, Connecticut, Delaware, New York and Palm Beach.

Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management.  We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first.
 Firm Description
Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr.  CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services.  CTC has offices in New York, Palm Beach, Connecticut, Charlotte, and Delaware.

Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-added, fundamental research and disciplined portfolio management.  We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first.

Position Description
The Operations Associate will be part of a larger Operations team with responsibilities including, but not limited to, the following:
 
  • Work within Operations group with a focus on daily procedures and trade flow.
  • Interface with trading desk and external custodians to ensure timely settlement of trades.
  • Understand instruments including international and domestic equities, US and foreign government debt, emerging market debt, corporates and municipals.
  • Daily reconciliation of cash and positions between administrator and external custodians and prime brokers.
  • Monitor and process corporate actions.
  • Create and maintain securities for internal static data warehouse
  • Manage inbound and outbound trade and position files within our OMS
  • Communicate with PM’s, Traders and IR to facilitate proper portfolio management
  • Build, monitor and understand pre and post trade compliance rules.
  • Prepare and review monthly and quarterly performance reports.
  • Perform ad-hoc investigations, analysis, queries and project work.
  • Build relationships with counterparties and vendors to improve efficiency.
  • Assist team with annual audit examinations.
  • Work within the team dynamic to improve overall automation and production.

Candidate Description
Qualified candidates should have an undergraduate degree (preferable in business or finance) and a minimum of 2-3 years operations experience at an investment advisor or similar firm.   Applicants must have excellent time management skills and the capacity to identify areas of improvement and develop potential solutions.  Proficiency with Microsoft Office is required.

Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills.  Applicants should be pro-active, motivated, passionate, and work well in a team environment.  We pride ourselves on building a team of professionals working toward a common goal in a collaborative fashion.
 Chilton Trust seeks candidates who have outstanding analytical skills coupled with strong organization, communication and people/client skills.  Applicants should be pro-active, motivated, passionate and work well in a team environment.  We pride ourselves on building a team of professionals working toward a common goal in a collaborative fashion.

Compensation and Benefits
Competitive base salary plus eligible for year-end performance bonus.  Group-health, dental, life and disability insurance, 401K, 4 weeks per year of paid time off are just a few of the benefits offered to full-time employees.


 

Department: Operations
This is a non-management position
This is a full time position

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