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:
Basic Qualifications:
Education:
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