Job Description for Operations Analyst - CFA Institute
Job Description for Operations Analyst
Job Summary
The operations analyst is a key member of the operations team supporting data management, client reporting, trade processes, and problem resolution. This person will work closely with the Client Support Services manager and the operations team to ensure integrity of the data systems. This position requires strong computer skills, attention to detail, positive professional attitude, and ability to work in a team environment.
Duties and Responsibilities
Operations Analyst can expect to focus their work in the following areas:
? Maintain portfolio accounting and trading systems (Advent AXYS, REX, & Moxy) and interface with all areas of the firm.
? Ensure daily prices and custodial files are implemented on a timely and accurate basis. ? Perform daily and weekly electronic reconciliation of systems to custodial records. ? Create and verify client performance files. ? Resolve trade settlement issues in a timely manner. ? Identify workflow/system improvements and work with supervisor and operations team to enact change.
Qualifications
The Operations Analyst position typically requires the following qualifications:
? Bachelor's Degree from an accredited college or university ? A friendly professional demeanor and ability to excel in a team oriented environment ? Strong proficiency with Microsoft Office suite especially Excel; Basic VB knowledge preferred ? Strong analytical and detail-oriented aptitude; a high degree of accuracy is required ? Excellent communication and organizational skills ? Ability to manage time effectively, set priorities and meet deadlines ? Ability to learn and adapt to change ? Desire/ability to work successfully in a small company environment
Salary and Benefits
Pay/benefits are competitive based on industry standards.
? Salary will be based on experience ? Bonus ? Benefits include: health care, 401(k)
Contact: Adam N. Magee, CFP? anm@ Tel. 585-473-3333; Fax.585-473-1662 140 Allens Creek Road Rochester, NY 14618
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- rio tinto 2017 annual report
- fin 377 1 portfolio analysis and management fall 2016
- utah s democrat will vote no on health reform bill
- introduction to bloomberg s main functions
- heard on the street squarespace
- account handbook tda 1019 td ameritrade
- free situational judgement test
- fin 377 4 financial analysis spring 2018
- top 10 student uses of bloomberg bloomberg finance
- job description for operations analyst cfa institute
Related searches
- day care worker job description for resume
- job description for school principal
- job description for customer service manager
- job description for finance manager
- job description for finance officer
- preschool teacher job description for resume
- job description for a principal
- dsp job description for resume
- manager job description for resume
- job description for fiscal officer
- job description for construction manager
- job description for facilities manager