Description

About Summit Creek Advisors

Summit Creek Advisors is an employee-owned investment firm based in Minneapolis, Minnesota specializing in Small and SMid Cap Growth strategies. Founded in 2005 by Portfolio Managers Joseph J. Docter and Adam N. Benson, the firm’s disciplined investment process focuses on investing in high-quality, consistent growth companies while paying close attention to valuation. To learn more about our firm, please visit www.summitcreekadvisors.com.

Position Summary

We are seeking an individual with a diverse skillset to join the Summit Creek Advisors’ Operations team. The ideal candidate will be interested in quickly learning and taking on several roles in a small office environment. The candidate must possess adept communication skills for interacting with investment staff, clients, and vendors, assisting with regulatory and due diligence inquiries, and resolving periodic reporting, reconciliation, and IT challenges. We are a small team in search of a well-rounded individual willing to contribute to our firm’s success in a myriad of ways.

Summit Creek Advisors believes the ideal candidate for the Operations Associate position must possess the following qualities:

•         Must be an independent, self-motivated worker
•         Able to adapt and be flexible in challenging situations
•         Strong interpersonal communication skills and a team player
•         Attention to detail and the ability to multi-task
•         Strong written and verbal communication skills
•         Strong organizational skills
•         Has the ability to oversee the enhancement and implementation of firm processes and procedures
•         Must maintain client confidentiality and adhere to the firm’s Code of Ethics

Duties and Responsibilities

•         Create and organize an efficient process for voting proxies for companies held in client portfolios
•         Assist with regulatory filings, examinations, and other compliance-related tasks
•         Become adept in the equity trading function in the event of an absence on the trading desk
•         Liaise with the firm’s third-party IT service provider to manage the firm’s network infrastructure, cloud, phone system, and internet service provider
•         Manage and assist in updating the firm’s website
•         Perform due diligence on prospective, new, and existing vendors
•         Provide oversight to the third-party conducting daily account reconciliations
•         Assist with the firm’s marketing material production process to ensure professional-looking distributions to clients
•         Administer certain employee benefits and gain a firm understanding of federal and state-level human resource requirements
•         Improve the firm’s processes and procedures for all operational tasks
•         Plan and organize ad-hoc corporate and office projects and initiatives

Education and Experience

•         Bachelor's degree or equivalent combination of education and relevant experience
•         1 to 5 years of experience in investment operations or similar role with a Registered Investment Advisor
•         Broad understanding of accounting, investment operations, compliance, human resources, and office management
•         Proficient knowledge of Microsoft Office suite

Benefits

Summit Creek Advisors offers a comprehensive benefits package, including:

•         Competitive compensation including base salary and bonus eligibility
•         Employer-paid health and dental insurance premiums
•         Employer-paid transit pass or parking
•         401(k) and employer-funded retirement plan
•         Generous PTO policy

Location

This position is a full-time, in-office role in our downtown Minneapolis office.

Equal Opportunity Employer

Summit Creek Advisors is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.