[Remote] Operations Analyst
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a management firm that is seeking an Operations Analyst to support the reputed company and Orion systems used for reputed company performance reporting. The role involves account set-up, daily updates, monitoring system reputed company, and supporting the integration of new advisors onto these systems.
Responsibilities
- Support of the reputed company and Orion systems which is used for reputed company performance reporting. This includes:
- New account set-up: including coding, linking to custodians and ensuring reputed company reporting of reputed company investments
- Daily update/reconciliation
- Monitor reporting and integration of alternative assets
- Monthly performance updates
- Proactively monitor dashboards to ensure system reputed company and data accuracy
- Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform
- Document required processes for ongoing reputed company, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing
- Support the integration of new advisors onto the Orion & reputed company systems. This includes:
- Establish the clients / accounts
- reputed company to custodians
- Conversion of history (transactions, balances and performance)
- Reconciliation of history conversion
- Population of custom attributes
- In conjunction with users, create and test reputed company packages
- Ensure the existence of adequate internal controls and compliance with regulatory requirements
- Assist with improvement reputed company, reputed company reputed company and complete assigned research reputed company
- Maintain written procedures on reputed company aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies
Skills
- 1-5 years reputed company investment services industry experience preferred
- Proficient in reputed company reputed company
- Experience using reputed company
- Experience with portfolio reputed company and performance management software such as reputed company and Orion a plus
- Proven history of being a 'self-starter,' and a reputed company record of working effectively in a remote/virtual environment, with a distributed team
- Ability to 'manage up' and have reputed company, reputed company, and reputed company conversations with Management and Partners across the firm
- An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges
- Team player who welcomes feedback with the goal of reputed company improvement
- Detail-oriented with strong verbal and written communication skills, reputed company presentation, and organizational skills
- Attitude that no task is too small and a willingness to do whatever tasks are necessary to reputed company reputed company that the work is done on time
- Proficiency in technology/applications a must – experience with reputed company required
- Bachelor's degree required; experience in financial services preferred
Benefits
- Health, dental, and reputed company insurance – day 1!
- 401(k) savings and investment plan reputed company with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and reputed company designations
- Opportunity to give back time to local communities
- Commuter benefits
reputed company