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

The Ohio State University Wexner Medical Center

Physician - Department of Psychiatry and Behavioral Health, Clinical Addiction Psychiatrist (... Job at The Ohio State University Wexner Medical Center

 ...will transfer to your application. Job Title:Physician Department of Psychiatry and Behavioral Health, Clinical Addiction Psychiatrist (Open Rank/Track Faculty)...  ...Department The Ohio State University College of Medicine and the Wexner Medical Center seek a clinical... 

Cape Cod Academy

Facilities Maintenance Worker (Weekends Part-Time - Saturday 8:00 am-4:00 pm ) Job at Cape Cod Academy

 ...****@*****.***: Facilities Maintenance Worker (part time weekends)START DATE: As soon as possibleHOURS: Saturday - 8 or...  ...snow shoveling and ice removal during winter months. ~ Assist with event set up and break down. ~ Assist with snow plowing... 

Havasu Landing Casino

Night Auditor Job at Havasu Landing Casino

 ...Experience working at a hotel front desk required Experience as a night auditor preferred Must be able to work weekends, graveyard shifts, holidays, and nights DUTIES AND RESPONSIBILITIES : Process guest registration, including posting of payment due... 

Cyberx Infosystem Global Hiring Solutions LLC

SAP Basis Admin Job at Cyberx Infosystem Global Hiring Solutions LLC

 ...We are seeking an SAP Basis administrator to work with a client that is the world's leading payment and financial technology provider. As part of the SAP Basis Team this role will have responsibility for the SAP technical implementation, support, and integration... 

Silicon Valley Recruiting LLC

Tax Manager Job at Silicon Valley Recruiting LLC

 ...TYPE: Full-time, on-site Our client is a well-established accounting firm located in sunny Cape Coral, Florida. With two offices in...  ...Please note that this position is full-time, onsite. There is no remote or hybrid work offering for this role. Responsibilities :...