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Status: Full Time


Birch Hill Investment Advisors is a registered investment advisory (RIA) firm in downtown Boston, MA, with more than $2.3 billion in assets under management. Birch Hill’s mission is to provide high-level wealth management services to private clients, trusts, endowments, and institutions.

The ideal candidate would join Birch Hill as an Investment Operations Associate. The position has exposure to many different areas of Birch Hill, including operations, research, trading, technology, project management, and client service. Attitude, versatility, and work ethic are important for this position. We are looking for someone to step in and run with this opportunity. The role will begin in the office with a transition to a hybrid schedule.

To apply, please send resume and cover letter to

Ideal Candidate

  • A highly motivated self-starter that loves to learn
  • An independent problem solver who can excel with minimal oversight
  • Someone who can leverage technology with a desire to add efficiency to workflows
  • Someone with the ability to multi-task across a diverse set of tasks and projects

Duties and Responsibilities

  • Primary responsibility is the daily updates of our portfolio accounting and order management systems (Advent APX & Moxy). This includes custodial data download, setting up new accounts and securities, posting activities and corporate actions, reconciling positions, and security cost basis
  • Serve as the primary contact for outsourced service providers
  • Operational tasks include security pricing, issue resolution with custodians, date of death valuations, various month-end tasks, and addressing internal operational requests
  • Facilitate Client & Internal Reporting which may include new and closed account reports, management reporting, and create client reporting packages
  • Maintain and develop processes and procedures for assigned tasks
  • Assist with technology initiatives and vendor oversight
  • Assist with various projects and initiatives
  • Additional Operational Tasks may include:
    • Equity & fixed-income trade execution, trade settlement, managing trade restrictions
    • Proxy & Class Action Vendor Oversight
    • Fee calculation and processing
    • Performance updates and composite management
    • CRM oversight


  • Two years of industry experience, preferably with an RIA
  • Exemplary analytical and communication skills
  • Familiarity with portfolio accounting software – Advent APX and Moxy experience is a plus
  • Proficiency with Microsoft applications, specifically Word and Excel
  • Bachelor’s degree


Birch Hill Investment Advisors LLC provides a generous compensation package that includes 401(k) with match, profit sharing plan, group long-term disability, health and dental insurance benefits, life insurance, paid time off and performance-based bonus program.

Local candidates only.
Birch Hill Investment Advisors LLC is an Equal Opportunity Employer