Cambiar Investors, LLC

Cambiar Investors is a Colorado-based investment management firm. Founded in 1973, we utilize a 'Relative Value'​ investment philosophy across a wide range of strategies. Our disciplined, research-driven investment approach coupled with being a 100% employee-owned organization creates a corporate culture that shares a common pursuit of excellence with our clients.

May 10, 2023  
POSITION SUMMARY   This is a mid-level opportunity for an experienced investment services professional to join our Account Services/Operations team. The position utilizes SS&C/Advent software products to perform daily and monthly account reconciliation, open new accounts, and perform other back-office or administrative duties as needed.   Essential Duties and Responsibilities include the following: ·         Reconcile cash and positions for all dual-contract accounts on a daily and monthly basis; periodically reconcile market values and dividend accruals ·         Execute new account setup and closing processes in APX with various custodians, account types and client-specific restrictions ·         Communicate account status updates internally and externally, respond to custodian and consultant inquiries/requests, maintain client files ·         Review and verify account contributions/withdrawals with various custodians and send...
Cambiar Investors, LLC Full time