Asset & Wealth Management - Operations - PWM Product Data & Performance - Analyst

$47,840 - $47,840/Yr

Spectraforce Technologies - Salt Lake City, UT

Full-time - Entry Level

Salt Lake City, UT

Administrative and Support Services

About the position

The Asset & Wealth Management - Operations - PWM Product Data & Performance Analyst role is focused on supporting the Private Wealth Management (PWM) teams by managing and maintaining client accounts. The analyst will work closely with various stakeholders to ensure smooth operations, including account setup, transaction processing, and risk management. This position requires strong analytical skills and the ability to coordinate across multiple teams to enhance operational efficiency and mitigate risks.

Responsibilities

• Assist PWM Teams and clients with investments in managed accounts
• Coordinate across portfolio managers on fundings, withdrawals, trading requests and account attribute changes
• Perform position and activity reconciliations to mitigate risk
• Mitigate risk across the managed account platform by designing process improvements

Requirements

• 2+ years of work experience in Operations, Finance, or related field
• Strong focus on risks, controls, and attention to detail
• Ability to work quickly and accurately under pressure to meet intraday deadlines
• Ability to work on multiple projects and priorities
• Strong communication and interpersonal skills
• Ability to work proactively with all levels including PWM Teams and internal and external portfolio managers
• Ability to work effectively in a team environment; able to work independently and as a self-starter as appropriate
• Strong analytical skills
• Knowledge of Microsoft Office (Word, Excel, Access, etc.) as well as proficiency with web-based applications

Benefits

• ACA compliant health benefits
• Dental insurance
• Vision insurance
• Accident insurance
• Critical illness insurance
• Voluntary life insurance
• Hospital indemnity insurance
• Commuter benefits
• 401K plan with matching
• Referral bonus program
• Paid sick leave when required by law