UIT Operations Associate

If you are a highly motivated individual and looking to join a vibrant growing company, Smart Trust® is the the right choice for you.

Smart Trust® is one of the top Unit Investment Trust (UIT) sponsors in the country committed to delivering high-quality growth and income investments to help meet the growing needs of today’s demanding investors and financial advisors. We are headquartered just outside of NYC, in Parsippany, NJ, and deposited our first UIT in 2003. We are a fast growing company and look to continue to augment our team with quality driven individuals.

For more information about Smart Trust®, please visit  We are searching for a UIT Operations Associate to work on-site at our Parsippany, NJ headquarters.

This individual will provide administrative, analytical, and quantitative support to the portfolio management and research team. Additional responsibilities include heavy data entry, monitoring portfolios, day-to-day portfolio oversight operations, securities research, and maintaining necessary records. The Junior Investment Analyst must be hardworking, analytical, detail-oriented, and adaptable to ad-hoc tasks.

• Administers the creation, development, and support of investment portfolios to help ensure they are aligned with each trust's objectives.
• Data entry and affirmation in multiple spreadsheets with fixed timelines
• Extensive Microsoft Excel experience in a financial setting (i.e., knowledge and usage of XNPV, XIRR, MIRR, etc.)
• Work with portfolio consultants to ensure timely and accurate trust creation and launch
• Work on product launches to ensure smooth deposits
• Daily trade processing and execution

• Strong knowledge of Microsoft Office with focus on competency in MS Excel and Power Point
• Bachelor’s degree in economics, finance, accounting, or related field preferred
• 0 - 3 years of Operations experience within Financial services.
• Strong attention to detail
• Ability to read, write and speak English clearly
• Knowledge of own department’s operations, policies, and procedures
• Must be an organized, independent, and detail-minded individual
• Competitive compensation
• Open and supportive team-based environment
• Full medical and dental benefits
• 401(k) plan with company match

Annual base salary for this role is $55,000 - $75,000. Salary is estimated for this role. Actual pay may be different. Discretionary Bonus:
Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance.

Smart Trust® is a division of Hennion & Walsh Inc. Member FINRA, SIPC