Investment Operations Analyst

Job Summary

One of our clients is seeking qualified candidates to fill this role

  • Minimum Qualification: Degree
  • Experience Level: Mid level
  • Experience Length: 2 years

Job Description

Reports to: Head of Operations

The responsibilities of this role include:
  • Troubleshoot time-sensitive operational issues with impact to the firm/clients
  • Client Investments and transactions monitoring
  • Liaise with Wealth Advisors, notify and follow up with internal and external stake holders andother Key teams in managing Client transactions
  • Setup Client accounts in systems and manage all KYC (Know Your Client) requirements in partnership with Relationship Managers
  • Manage and maintain required monitoring and reporting systems and procedures of Client transactions
  • Reconcile Clients account activity to ensure records and performance accuracy
  • Respond to questions from other internal Investments teams
  • Generate and prepare monthly and quarterly status report for clients
  • Daily Postings of all transactions
  • Learn and utilize industry-standard investment operations-related software and systems
Minimum Qualifications and Desired Attributes
  • BSc. in Accounting, Mathematics, Finance or related discipline 
  • 2-3 years of relevant work experience in an Operations role
  • Excellent leadership and interpersonal skills
  • Strong analytical thinking skills
  • Curious, with a proven history of quickly learning new processes and workflows
  • Ability to handle multiple deliverables concurrently to deliver high-quality results in committed timeframes
  • Excellent attention to detail and a high level of reliability
  • Strong organizational and prioritization skills
  • Strong reconciliation skills
  • Excellent teamwork skills
  • Experience with enterprise applications and strong spreadsheet skills
  • Knowledge of firm’s financial and reference data systems as well as other financial applications
  • Excellent business technical skills, including Microsoft Excel, Access or any other database.


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