Portfolio Operations Analyst Jobs
Mortgage Portfolio Operations Associate
By Averity
At Dallas-Fort Worth Metroplex, United States
Portfolio Operations Analyst Jobs
By Los Angeles Capital Management LLC
At Los Angeles Metropolitan Area, United States
Operations Analyst Jobs
By Applied Digital (NASDAQ: APLD)
At Irving, TX, United States
Portfolio Analyst Jobs
By Diaconia
At Oxon Hill, MD, United States
Junior Portfolio Analyst Jobs
By Equitable
At New York, NY, United States
Operations Analyst Jobs
By Bank of America
At , Plano, 75024, Tx
Portfolio Operations Manager Jobs
By ProducePay
At Los Angeles, CA, United States
Portfolio Analyst Jobs
By Fidelity Investments
At , Merrimack, 03054, Nh
Operations Analyst Jobs
By World Bank Group
At , Washington, 20433, Dc
It Portfolio Analyst Jobs
By ECCO Select
At St Louis, MO, United States
Operations Analyst Jobs
By Bank of America
At , Richmond, 23228, Va
Portfolio Analyst Jobs
By New York Life Insurance Co
At , New York, Ny
$102,500 - $152,500 a year
Operations Analyst Jobs
By Loomis, Sayles & Company, L.P.
At , Boston, Ma
$60,000 - $70,000 a year
Operations Analyst Jobs
By Adecco
At San Bruno, CA, United States
Operations Analyst Jobs
By Experian
At Costa Mesa, CA, United States
Operations Analyst Jobs
By ARServices
At Fort Belvoir, VA, United States
Operations Analyst Jobs
By Layer2 Financial
At Florida, United States
Portfolio Analyst Jobs
By NeighborWorks Capital
At Silver Spring, MD, United States
Operations Analyst Jobs
By ecocareers
At Raleigh, NC, United States
Manager, Portfolio Operations Jobs
By Omnidian
At United States
Are you looking for an exciting opportunity to use your analytical skills to drive operational excellence? We are looking for a Portfolio Operations Analyst to join our team and help us manage our portfolio of investments. You will be responsible for analyzing financial data, developing strategies to optimize performance, and providing insights to help us make informed decisions. If you are a detail-oriented problem solver with a passion for finance, this is the perfect job for you!
Overview A Portfolio Operations Analyst is responsible for managing and overseeing the operational aspects of a portfolio of investments. This includes monitoring the performance of investments, ensuring compliance with regulations, and providing support to portfolio managers. The analyst is also responsible for developing and maintaining relationships with external partners, such as brokers, custodians, and other service providers. Detailed Job Description A Portfolio Operations Analyst is responsible for managing and overseeing the operational aspects of a portfolio of investments. This includes monitoring the performance of investments, ensuring compliance with regulations, and providing support to portfolio managers. The analyst is also responsible for developing and maintaining relationships with external partners, such as brokers, custodians, and other service providers. The analyst is responsible for ensuring that all transactions are executed in a timely and accurate manner, and that all necessary documentation is completed. The analyst is also responsible for providing timely and accurate reports to management and other stakeholders. Job Skills Required• Knowledge of financial markets and investment products
• Knowledge of portfolio management and operations
• Excellent analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize work
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office applications
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant professional experience in portfolio operations
• Professional certification such as CFA or CFP is preferred
Job Knowledge
• Knowledge of financial markets and investment products
• Knowledge of portfolio management and operations
• Knowledge of regulatory and compliance requirements
• Knowledge of financial analysis and reporting
Job Experience
• At least two years of experience in portfolio operations
• Experience in developing and maintaining relationships with external partners
• Experience in providing support to portfolio managers
Job Responsibilities
• Monitor the performance of investments and ensure compliance with regulations
• Develop and maintain relationships with external partners
• Execute transactions in a timely and accurate manner
• Provide timely and accurate reports to management and other stakeholders
• Assist portfolio managers in making investment decisions
• Analyze financial data and provide recommendations
• Monitor market trends and identify potential opportunities
• Ensure compliance with internal policies and procedures
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