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

Amazon.com Services LLC

Sr. EA, Amazon MGM Studios Job at Amazon.com Services LLC

 ...DESCRIPTION Amazon MGM Studios is seeking a self-driven, highly organized, customer-obsessed Executive Assistant to support the Head of Global TV. This high impact, high visibility role requires outstanding planning and communication skills. The right candidate... 

Bop LLC

Studio Operations Manager, Shopbop Job at Bop LLC

 ...DESCRIPTION Amazon is looking for an experienced Studio Operations Manager to supervise the Studio Operations team, in person, in a commercial photography studio environment. As the Studio Operations Manager, you oversee a team that handles the workflow of high volumes... 

Aveanna Healthcare

Home Care Nurse (LPN) Job at Aveanna Healthcare

 ...Join a Company That Puts People First! Licensed Practical / Vocational Nurse LPN/LVN We are one of the largest private duty nursing companies in the nation and growing! At Aveanna, were proud to foster a workplace culture that celebrates diversity, encourages connection... 

Watco

Conductor - WGP Houston, TX Job at Watco

 ...Competitive compensation and benefits Paid on-the-job training with peer trainers Operations training at the Safe Performance...  ...Career advancement opportunities Job Overview The conductor position will control and coordinate the train movements while... 

Senior Helpers - Boise/Treasure Valley

Corporate Pilot with AgingCare Do Not Delete Job at Senior Helpers - Boise/Treasure Valley

There is a reason Senior Helpers has been recognized as a Great Place to Work for the THIRD year in a row! Senior Helpers is the FIRST in-home care provider to be ranked by the Great Place to Work Institute as a Great Place to Work. Our caregivers and staff are met with...