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

Synergetic Staffing

Class A Oil Field Driver Job Job at Synergetic Staffing

Class A Oil Field Driver JobDrive tank truck to deliver gasoline, diesel, oil or lubricants to customers.Open valves or start pumps to fill tanks.Read gauges or meters and record quantities loaded and delivered.Connect hoses to tanks.Position requires good physical... 

SEEK Careers Staffing

Powder Coat Painter Job at SEEK Careers Staffing

 ...Position Powder Coat Painter Job Location Oconomowoc, WI Starting Date Immediate Employment Term Temp-to-Hire Employment Type Full-Time Work Hours (Shift) 1st Shift (6:30am 5:00pm Mon-Thurs) Starting Pay Depends on Experience, $18... 

The HT Group

Security Manager Job at The HT Group

 ...has partnered with our client in search of a fully onsite, Security Manager, Monday thru Friday, 8am - 5pm in the West/Southwest area of...  ...risk-based assessment process and oversees security at our Corporate location, including loss control for jewelry/gem receiving and... 

H2 Performance Consulting Corporation

Medical Office Manager Job at H2 Performance Consulting Corporation

 ...testing company in the Florida Panhandle. H2's sister company is looking for an energetic and organized individual to fill our Medical Office Manager job in our Fort Walton Beach, FL location. This job is perfect for a qualified CMA that is wanting to take the next step... 

Steinhafels Furniture

Interior Designer Job at Steinhafels Furniture

 ...Overview Interior Designers: Bring Your Creative Vision to Life at Steinhafels! Are you an Interior Designer who loves transforming spaces and helping clients bring their dream homes to life? Steinhafels is looking for passionate and creative professionals like you...