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:
Basic Qualifications:
Education:
...base pay! Plus, we believe in work-life balance - our week ends at 3:00 PM on Fridays!Position OverviewWe are seeking a Medical Office Manager to oversee the daily operations of our sleep clinics and lead our team with professionalism, efficiency, and care. This is...
...of reach, including $2,500 annual savings per patient, improved mental health and a Net Promoter Score of 94. We're making waves: on CNN ( in WaPo ( at the Fed ( is even a new Medicare billing code ( for Community Health Workers that is modeled after IMPaCT. We're changing...
...with quarterly financial close process between Tech partners and Accounting Review actuals compared to forecast/plan and deliver clear... ...SAP, Cognos, Adaptive Planning, etc. CPA Education: ~ Bachelor's degree in Finance, Accounting, Economics, or other similar...
...benefits _______________________________________________________________________ Enterprise Electrical is seeking a skilled and experienced Electrical Senior Project Manager to lead large-scale Mission Critical Data Center Projects in Cedar Rapids, Iowa, and other...
Registered Nurse RN - Large Senior Living CommunityWe are seeking an outstanding Registered Nurse to join our team at Overlake Terrace... ...Nurse provides support to the Director of Health and Wellness and can take many of the responsibilities and tasks of the Director...