• One of the most Exceptional Financial Services Firms in USA
  • Senior Investment Operations Analyst 70-95k + Bonus (negotiable, w premier benefits)
  • Premier Financial Services firm committed to providing financial advice, investments, insurance, banking, and other investment strategies to achieve their client’s lifestyle goals.
  • Compensation: Salary, Bonus, and Benefits are at the top in the industry.
  • Senior Investment Operations Analyst role will perform responsibilities in the “middle office” and coordinate with the back and front offices in collaboration to achieve financial clarity for their investment member
  • Currently, the firm is working remotely and moving to the hybrid model when the time is right. The employee will be a contributor in Support these areas of the business...Trade, Holding's, Investment Strategy, Portfolio Management, Internal and External Partnership relationships

What you’ll do:

  • Trade: Support Affirmations, Cash Reporting positions and exposures, and failed trade research.
  • Holdings: Support Reconciliations, Derivatives Collateral, Corporate Actions.
  • Portfolio Management Coordination: Multi managed product trading process with internal and external portfolio managers.
  • Investment Strategy: Clarification or support on new product or investment strategy decisions or changes
  • Creates and develops new business process.
  • Implements regulatory changes impacting investment functions.
  • Develops and maintains relationships with many outside partners: brokers, custodians, and key vendors.
  • Bachelor’s degree Accounting or Finance or related
  • Min 5 years experience investment operations
  • Experience working under tight time frames with competing demands.
  • Independent judgments used to problem solve and resolve issues.
  • Desire to learn and understand investment business and processes.
  • Experience with software used to assemble, evaluate, interpret and analyze financial data.
  • This position allows a flexible work arrangement meaning you may work on-site and/or remotely from the Minneapolis area.

Bryan E. Fricke Owner & Executive Recruiter

(952) 261 9033 Office

Bryan@FrickeRecruiting.com

Frickerecruiting.com

Job Id
201049
Location
Minneapolis MN