Performance Analyst Job at Strategic Staffing Solutions, Salt Lake County, UT

bFArZzMxUjBBZVR2T0xKS2lTR013dHluMFE9PQ==
  • Strategic Staffing Solutions
  • Salt Lake County, UT

Job Description

  Job Title: Performance Analyst

Location: Salt Lake City, UT

Duration: 6 Months On-Site Required

Job Description:

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.

The analyst/associate will liaise with PWM teams, internal and external portfolio managers, Compliance, and numerous teams within Operations to setup and maintain managed accounts. The analyst/associate will oversee account setup, transaction processing, position and activity reconciliation, account status and attribute maintenance, and account terminations with the portfolio managers. Other duties include tax harvesting, launching new separate account strategies, and assisting with ADV mailing for external portfolio managers.

How you will fulfill your potential:

  • Assist PWM Teams and clients with investments in managed accounts
  • Coordinate across portfolio managers on fundings, withdrawals, trading requests and account attribute changes
  • Perform position and activity reconciliations to mitigate risk
  • Mitigate risk across the managed account platform designing process improvements

Basic Qualifications:

  • 2+ years of work experience in Operations, Finance, or related field.
  • Strong focus on risks, controls, and attention to detail.
  • Ability to work quickly and accurately under pressure to meet intraday deadlines.
  • Ability to work on multiple projects and priorities.
  • Ability to work proactively with all levels including PWM Teams and internal and external portfolio managers.
  • Ability to work effectively in a team environment; able to work independently and as a self-starter as appropriate.
  • Strong analytical skills.
  • Knowledge of Microsoft Office (Word, Excel, Access, etc.) as well as proficiency with web-based applications.

Education:

  • Bachelor's degree required.
Job ID: JOB-238317 Publish Date: 08 Oct 2024

Job Tags

Contract work, Work experience placement,

Similar Jobs

Remoteworldwide

Global Aid Policy - Program Associate Job at Remoteworldwide

 ...capacity within aid agencies. Examples include supporting faith and business leaders advocating to protect aid levels, backing think tanks to develop high-impact policy reforms, and funding technical support to help aid agency leaders design and implement evidence-... 

System One

Citrix Engineer Job at System One

 ...Job Title: Citrix Engineer Location: Vienna or Winchester, VA; Pensacola, FL; or San Diego, CA Hybrid: onsite 2-3 days a week Pay Rate: Open to Both W2 or 1099 options Position Type: Multiyear Contract Candidates must have at least 10 years of professional... 

Openkyber

Junior Cloud Engineer Job at Openkyber

 ...Solution IT Inc. is looking for an Oracle Cloud Manufacturing (Discrete) Functional one of its clients in Simi Valley, CA (Hybrid) Job Title: Oracle Cloud Manufacturing (Discrete) Functional Required Skills Experience with Oracle Cloud Discrete Manufacturing... 

Amergis

$1,829/week | Travel Corrections LPN Job at Amergis

 ...Lansing, KS Travel candidates only $1,829 gross weekly 36 hours/week Friday-Monday Evening shift First week orientation M-F 13 week contract If this is something that you or someone you may know are interested in learning more about, please feel... 

Alter Domus

Senior Fund Accountant - Private Equity Job at Alter Domus

 ....alterdomus.com Alter Domus is currently seeking a Senior Fund Accountant to join our Private Equity Fund Services Team at our...  ...otherwise public accounting firm performing audits on private equity or hedge funds; ~ Strong verbal and written communication skills; ~...