Junior Operations Analyst
We are working with a $1b+ Investment firm to find a junior Investment Operations Analyst to join their team.
This person will support the firm’s portfolio management systems (Moxy, APX, FactSet and GIPS). This person will work closely with the operations team and have signficant interaction with Data Management, Portfolio Managers and Client Service teams at the firm.
We are looking for someone with strong attention to detail and follow-through with excellent communication skills and initiative.
*This job is on-site in Madison, Wisconsin
If interested, please contact Jamende@skywatersearch.com
Responsibilities
- Assist with the firm’s portfolio management systems
- Help set-up new accounts in the firm’s portfolio management systems.
- Perform quarterly billing of client accounts.
- Assist with various account and portfolio audits on a monthly and quarterly basis.
- Work alongside team to prepare composite analytics and portfolio analytics with quarterly reporting at the firm and composite level.
- Ongoing Composite maintenance.
- Preparation of client reports that require attribution and/or custom work using FactSet or other firm tools.
- Assist in managing pre and post-trade activities including, but not limited to, security set-up, trade set-up, drift reports and maintaining the trade blotter.
- Liaison with firm’s portfolio management and equity research software vendors.
- Populate institutional databases.
- Assist with firm Requests for Proposals.
- Ad hoc portfolio/composite assignments.
Desired Skills and Experience
- A minimum of 1-2 years of experience.
- Strong analytical and problem-solving skills.
- Ability to listen well with strong written and verbal communication skills.
- Strong PC skills with a command of MS office products especially excel.
- Process driven and results oriented working well independently and in a collaborative environment.
- Attention to detail, excellent organization and time management skills and a proven drive to consistently follow-through.
- Ability to produce accurate work in a timely fashion under the pressure of deadlines.
- A desire to continually be a student of the investment management industry.
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