CW Analyst

Job Title
: CW Analyst

Duration
: 12 months

Location
:
Salt Lake City, UT, 84111

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 executed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.

Alternative Investment is a high value Operations team that supports all trading, booking, and reconciliation of Alternatives Investment products for Private Wealth Management clients. Beyond trade support, the team covers a broad set of functions including working closely with product sponsors to develop support models for new product offerings, processing asset servicing events, and providing subject matter expertise and testing support for ongoing system enhancements and regulatory initiatives.

Key business deliverables including optimizing workflows around new product offerings and digitizing all alternative documents.

• Partner with Technology and Business stakeholders to troubleshoot and resolve complex trading issues
• Provide trade support to Private Wealth Management Sales Teams
• Support trade booking and settlement workflows
• Perform trade reconciliations and ad‑hoc reporting to mitigate risk and increase issue transparency
• Provide subject matter expertise and testing support for ongoing system enhancements and regulatory initiatives

Education
:
Bachelors