Operations Associate
The Operations Associate provides oversight management to the Client Service, Onboarding and Transaction Activity Teams while partnering with Portfolio Managers to enable accounts for trading. Technical and Professional skills are honed in a dynamic work environment, with opportunities to expand responsibilities and gain visibility.
Primary Responsibilities
- Perform verification checks on team's data entries to ensure accurate processing of information prior to daily trading deadlines
- New accounts
- Changes to existing accounts
- Closed accounts
- Cash activities
- Ensure all account documentation is received and properly submitted for archiving
- Prepare daily risk and control reports to ensure all activities are processed timely
- Create and maintain weekly quality metrics to help improve long term performance
- Update account parameters in proprietary system
- Process bulk change requests from a multitude of teams: finance, sales, billing and management
- Contribute to Oversight Management team projects & initiatives
- Ability to take initiative on a variety of projects and utilize problem solving skills to complete them effectively and efficiently.
- Partner with the Ops supervisor in work allocation and/or highlight must – go/escalated accounts
Job Requirements
- Bachelor's (4yr) degree w/ concentration in Finance, Economics or related area of study.
- 4+ years of work experience in Financial Services, wealth/investment management preferrable
- Strong Proficiency in Microsoft Office programs.
- Professional tact with excellent written and verbal skills.
- Strong problem solving and analytical skills.
- Meticulous attention to detail and highly process oriented.
- Ability to multi-task under tight deadlines.
- Ability to work in tightly knit team environment
- Strong interest in starting a career in the investment management industry