Operations Analyst

Winthrop Capital Management - Carmel, IN

Full-time - Entry Level

Carmel, IN

Administrative and Support Services

About the position

The Operations Analyst position at Winthrop Capital Management is an entry-level role aimed at providing candidates with a meaningful opportunity to build a career in investment management. The role requires a disciplined and organized individual who can contribute positively to the team-oriented culture of the firm, while adhering to established processes and continuously seeking to learn and grow.

Responsibilities

• Assist in the design and testing of proprietary portfolio and risk analytics software called Wombat.
• Analyze account level and security level data within Wombat to ensure accuracy and data integrity.
• Maintain the morning file to integrate daily data files from custodians into the Wombat database.
• Reconcile data between Wombat's database and third-party systems.
• Test new code releases to ensure functional requirements, system compliance, and technical specifications are adhered to.
• Collaborate effectively with software developers to identify root causes of defects, track bug resolution, and verify fixes through retesting.
• Communicate test progress and test results to project stakeholders and management.
• Act as the liaison between the Operations team and the development team.
• Analyze portfolio data using Microsoft Excel.
• Provide support to portfolio managers and analysts as needed.

Requirements

• 1-5 years of experience in the investments or IT industry
• Possession of a bachelor's degree in finance, accounting, data analytics, or information systems
• Excellent analytical and problem-solving skills
• Exceptional organizational skills
• Strong proficiency in Microsoft Excel and Word
• Experience with Python or SQL is a plus
• Strong communication and collaboration skills to work effectively with cross-functional teams.

Nice-to-haves

• Experience with Python or SQL is a plus.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance