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  • ID
    #32193908
  • Job type
    Contract
  • Salary
    TBD
  • Source
    Experis
  • Date
    2022-01-21
  • Deadline
    2022-03-22
 
Contract

Vacancy expired!

Experis, a ManpowerGroup company, has an exciting contract opportunity with one of our key clients,

a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural, and governmental fields.

Title: SMA Operations/Analyst

Duration: 12 Months

Location: Chicago, IL (Remote)

Job Description:

The Senior Analyst, Separately Managed Accounts Investment Operations job assists with operational activities for the investment function, specializing in separately managed institutional accounts. Working under limited supervision, this job performs routine, administrative/transactional operational processes pertinent to trade processing, settlements, securities transfer and record maintenance. This job also provides assistance and training to junior employees and faces non-routine problems on a daily basis.

Key Responsibilities and Duties

  • Supports trading and balancing of separately managed institutional accounts, ensuring compliance with model portfolios from portfolio managers.
  • Administers asset management operational processes including trade processing, settlements, and securities transfers, ensuring quality, accuracy and completeness.
  • Research basic account issues and resolves routine and some non-routine issues.
  • Prepares compliance documentation to help ensure compliance with investment restrictions, laws, Securities & Exchange Commission (SEC), and tax codes.
  • Considers multiple resources and records when investigating non-routine problems in asset management operational processes.

Educational Requirements

BA/BS Degree in Business Administration, Accounting or Finance preferred

Work Experience

1-3 years of experience in Financial Services, Operations

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