Operations Analyst - Parametric

Job Summary

As part of the Global Operations Team, the Operations Analyst is responsible for ensuring the timely and accurate completion of responsibilities set out below.

Creating a Follow the Sun model between locations will require close collaboration and clear hand-offs to ensure service and operations excellence. Work closely on a set list of standard and ad hoc tasks that need to be performed during non-US market hours, and then provide a status report at local end of day. This role may continue to take on additional responsibilities over time, as opportunities and benefits are identified.

Primary Responsibilities

• Work with internal and external stakeholders and other key points of contact in a professional manner
• Research and resolve issues quickly and with a sense of urgency and accuracy.
• Communicate with internal and external contacts regularly to resolve issues, confirm information, provide status updates or information, among others
• Collect observations and turn into actionable insights and recommendations for improvement.
• Complete daily assigned operations transactions, which may include cash or position reconciliation, trade posting, processing market events, new account setup, account activity recording, review monthly NAV packets and billing calculations Do so in an accurate, timely, and comprehensive manner
• Perform verification checks on similar work done by others on the team, to ensure accuracy of information
• Ensure thorough and accurate record keeping/maintenance of client records and files.

Maintain metrics and data

Job Qualifications

• Required Experience: 1-3 years

Primary Skills

• Bachelors degree, preferably in Finance, Economics, Business, Accounting, or a related discipline; equivalent experience will be considered.
• Familiarity with MS Office and the ability to learn internal and external systems
• Knowledge of financial services, investment products, and operations processes.
• Strong attention to detail highly process oriented
• Strong problem solving and analytical skills
• Ability to work independently under tight deadlines
• Excellent written and verbal communication skills

Good to Have Skills

• Prior proven experience working in financial services
• Experience supporting investment operations, reconciliations, trade support, portfolio administration, account administration, or related operational functions.
• Knowledge of InvestCloud APL, CTM, or similar investment operations platforms is a plus.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.