This is an exciting opportunity to join a Fortune 500 company who focuses on providing trusted advice and tailored, sophisticated strategies for individuals and institutions!
Senior Investment Operations Associate - Hybrid!
- Hybrid Schedule: 3 days in office & 2 days WFH per week
- Location: 111 Monument Circle, Suite 402, Indianapolis, IN 46204
- Pay: $35 per Hour | Paid Weekly!
Job Summary:
- This role will be expect to process account transactions and reconciliations, generate reports, and act as liaison for internal and external contacts.
- This position will also support day-to-day resolution of complex problems and be involved in process improvement projects.
Essential Duties And Responsibilities
- Supports day-to-day resolution of complex investment accounting problems and transaction processing and is responsible for the client portfolio reconciliation processes
- Assists with administration of portfolio accounting system
- Interprets and analyzes information and prepares reports for management
- Resolves issues quickly with a sense of urgency
- Leads small to medium sized projects with varied levels of complexity
- Identify opportunities in processes and recommend improvements
- Manages and builds relationships as both and internal external liaison
Qualification Requirements:
- Minimum of a Bachelor's degree in Accounting, Finance, or related degree and three (3) years of relevant experience or combination of education, training and experience
- Strong analytical skills
- Multi-tasking ability
- Be self-motivated, have natural curiosity
- Work well in team environment
- Excellent interpersonal skills
- Affinity for process improvement
Qualification Preferences:
- Experience with fixed income securities
- Experience with derivative securities
- Experience with non-USD securities
- Familiarity with SWIFT
Knowledge and skill in:
- Portfolio accounting systems and databases
- Microsoft Excel (strong)
- Preparing analyses and information reports for management
- Communicating effectively in both oral and written communications
- Handling stressful situations and provide a high level of customer service in a calm and professional manner
#NW2
Job Type: Full-time
Pay: $35.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
Work setting:
Experience:
- Financial analysis: 3 years (Required)
Ability to Commute:
- Indianapolis, IN 46204 (Required)
Ability to Relocate:
- Indianapolis, IN 46204: Relocate before starting work (Required)
Work Location: Hybrid remote in Indianapolis, IN 46204