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Investment Operations Analyst

Дата публикации: 04/03/2016
Зарплата: 40 000 - 70 000 USD
Расположение работы: USA
Индустрия: Accounting
Контактный телефонный номер: +31 20 4919874

Обязанности:

  • * Reviewing the internally managed portfolio for compliance with established guidelines.
  • * Managing the operational aspects of brokerage relationships .
  • * Updating and maintaining performance reports .
  • * Reviewing trade files and filings with the SEC.
  • * Assisting in developing and documenting policies and procedures for the internal asset management program.
  • * Working on various projects to support the Investment Operations department.

Требования:

  • 3 - 6 years business experience in financial operations, accounting or auditing.
  • * Bachelor's degree in finance or accounting with high academic achievement.
  • * Strong attention to detail.
  • * Process and systems oriented.
  • * Advanced Excel skills.
  • * Investment experience helpful.
  • Other cool desirables include:
  • * Process and systems oriented.
  • * Proven analytical and quantitative skills.
  • * High levels of motivation and initiative.
  • * Strong interpersonal skills and ability to work in team environment

Условия работы:

  • Join a dynamic fast growing financial services company. What they offer goes beyond investment advice, to include multi-generational tax and estate planning, as well as other professional services.Clients include a mix of partnerships, trusts, charitable organizations, and individuals. This complex client base requires a diversified and sophisticated set of services, well beyond the level of work typically seen at many trust companies. Be part of this excitement! You will support and monitor the activities of the internal asset management portfolio. You will work independently and be comfortable developing tools and spreadsheets that will be used to increase the effectiveness and efficiency of the operations.


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