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

Everest Search Partners

Manager - Quality Control Job at Everest Search Partners

 ...SUMMARY: The QC Manager is responsible for overseeing all aspects of quality assurance and quality control within the fabrication...  ...meet standards. Manage subcontractor quality compliance for outsourced processes (e.g., coatings, NDE). QUALIFICATIONS ~5+ years... 

John H. Carter Website

Offshore Service Technician Job at John H. Carter Website

 ...either alone or with team members - to customer sites both on and offshore with company supplied equipment to meet with customer to...  ...its stakeholders are precise. Travel required up to 15% of the time. Other duties may be assigned. Required Experience: IC... 

Lumina Agency INC

Event Staff Job at Lumina Agency INC

 ...people to achieve lasting success. Job Description Job Description We are seeking dedicated and professional Event Staff to join our growing team in Minneapolis. This role plays a vital part in delivering seamless and memorable experiences for our... 

The Juno Group, Inc.

Account Manager / Independent Sales Representative Job at The Juno Group, Inc.

 ...existing relationships, make new ones, and get rewarded...  ...Why This Role Works for You: ~ Earn...  ...commitments. Work from home, on the road, or alongside...  ...leads. Youll drive your own success by building trusted...  ...make money on your own schedule, Juno Group is your ideal... 

Inspira Financial

Remote Sr. Sales Executive (Based of Regional Need/Remote) Job at Inspira Financial

 ...The Sr. Sales Executive will report to the Sr. Director, Head of Aetna Sales Health and Benefits Department or Sales Consumer...  ... Generate cross-selling opportunities by maintaining strong working relationships with other lines of business Assume responsibility...