Operations Analyst, Parametric

• Work with internal and external stakeholders and other key points of contact in a professional and responsive manner
• Research and resolve issues quickly, accurately, and with appropriate urgency
• Communicate regularly with internal and external contacts to resolve issues, confirm information, and provide status updates
• Collect observations and help translate them into actionable insights and recommendations for improvement
• Complete daily assigned operations transactions, which may include cash or position reconciliation, trade posting, processing market events, new account setup, and account activity recording
• Perform verification checks on similar work completed by others to help ensure accuracy and completeness
• Ensure thorough and accurate record keeping and maintenance of client records and files
• Maintain metrics, data, and related operational reporting as needed
• Support ad hoc work, projects, and team priorities as needed

• Associate degree or bachelor's degree preferred
• Strong proficiency with Microsoft Office Suite, particularly Excel
• Ability to manage high volumes of data under tight deadlines
• Strong organizational and time management skills
• Detail-oriented and process driven, with a strong focus on accuracy
• Critical thinking, analytical, and problem-solving skills
• Effective written and verbal communication skills
• Self-motivated with the ability to work independently and collaborate within a team environment
• Strong interest in starting a career in the investment management industry

Demonstrates strong organizational and time management skills while managing high volumes of data with accuracy and attention to detail. Proficient in Microsoft Office Suite, particularly Excel, and capable of effective communication with stakeholders in the investment management industry.

• Microsoft Office Suite Proficiency
• Data Management
• Organizational Skills
• Analytical Skills
• Investment Management Interest

• Data Reconciliation
• Trade Posting
• Market Event Processing
• Account Setup
• Record Keeping

• Effective Communication
• Critical Thinking
• Problem-Solving
• Self-Motivation
• Team Collaboration

• Associate Degree
• Bachelor's Degree

• Investment Management
• Operational Reporting
• Stakeholder Communication
• Process Improvement
• Metrics Maintenance