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

Azza HealthCare Agency

Internal Medicine Physician Job at Azza HealthCare Agency

We are seeking a compassionate Internal Medicine Physician to join our healthcare team in Tulsa, OK, offering a $20,000 sign-on bonus for qualified...  ...ability to work in person in Tulsa. Preferred experience in addiction medicine, internal medicine, or family medicine, and... 

GE Renewable Energy Power and Aviation

Military DoD SkillBridge Internship - Mechanical Component Engineer Job at GE Renewable Energy Power and Aviation

 ...technical team designing and supporting aerospace airframe and engine components for commercial and military customers. This role offers...  ...with hands-on activities, including troubleshooting mechanical/electrical equipment. Potential Focus Areas: Participate... 

Chez-Del Home Furnishings & Interior Design, Inc.

Interior Designer -Full or Part Time Job at Chez-Del Home Furnishings & Interior Design, Inc.

 ...About the job At CHEZ-DEL, we believe every home has the potential to be reimagined. As an Interior Designer, youll guide our customers through the design process. Whether it is selecting that perfect focal point piece for their room, or helping to develop a full room... 

Tiffany & Co.

Store Design Architecture Intern Job at Tiffany & Co.

The Store Design Architecture Intern at Tiffany & Co. in New York will assist in developing store designs from concept through construction documents...  .... The position offers a rate of $25 per hour and requires current enrollment in an Architecture or Interior Design program.

Wilcor Dist. Co. Inc.

Management Trainee Job at Wilcor Dist. Co. Inc.

 ...Full Time Management Trainee 4133 S. Dixie Drive. Moraine, OH 45439 Customer Service Management Full-Time Wilcor Distributing Co. is expanding in Moraine and Southwest Ohio. We proudly work with quality American Made homecare maintenance equipment. WDC is currently...