AM Institutional Oversight Analyst
Location: Dallas, TX
Setting: Onsite
Contract: 6 months+
Pay rate: $23/hr
Job Summary & Responsibilities:
Institutional Oversight (IO) team sits within Client Operations and has primary responsibility for all aspects of institutional account onboarding, portfolio accounting, cash management, client reporting, and serves as the single point of contact for all operations related client inquiries. These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives. The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best in-class client experience and working closely with the business to maintain and enhance client relationships.
Basic Qualifications
* Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
* Bachelor's degree required
* Be highly collaborative, team-oriented and strong consensus builder
* Demonstrate strong communication and interpersonal skills both written and oral
Skills/ Preferred Qualifications:
* Previous experience in Operations and/or Financial Services industry- Relevant work experience of 1-2 years
* Demonstrate ability to partner across product groups, regions and functional responsibilities.
* Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
* Risk management focus