Operations Professional

Investech Research   Whitefish, MT   Full-time     Finance
Posted on November 20, 2022

A unique opportunity to join one of the nation’s
Top Financial Research Firms

InvesTech Research is searching for a top-tier Operations Professional with solid office experience and the desire to join a team of dedicated professionals who thrive in a high-energy, detail-oriented work environment. Located in Whitefish, Montana, our nationally renowned financial research firm offers a challenging and rewarding career opportunity for the motivated professional who is committed to providing exceptional service.

Responsibilities Include:

  • Graphics and text layout and design utilizing Adobe Illustrator and InDesign software
  • Individual and team participation on specialized marketing projects
  • Active interaction with clients in a variety of critical support tasks
  • Manage online orders and requests accurately and timely
  • Collaborate with team members to create formal reports and publications
  • Provide support for firm presentations, webcasts, and special events 


  • College degree in business, finance, or equivalent
  • Preferred 3-5 years of relevant work experience
  • Proficient in Microsoft Office
  • Preferred experience with Adobe Illustrator & InDesign
  • Ability to multitask, prioritize, and manage a variety of projects
  • Highly organized with strong attention to detail
  • Aptitude for mastering new software applications and systems

InvesTech offers competitive compensation, health and dental insurance, and a generous retirement plan (up to 25% of salary).

All inquiries will remain confidential