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Investment Operations Lead Analyst Jobs

Investment Operations Analyst Jobs
By Southern Methodist University At , Dallas, 75205, Tx
Salary commensurate with experience and qualifications
Bachelor’s is required. Preferably degree in Accounting, Finance or a relevant area.
Sit for long periods of time
This role is an on-campus, in-person position.
Investment Operations Analyst Jobs
By Guggenheim Partners At , St. Louis, Mo
Experience and knowledge of AML/KYC requirements for taxable and tax-exempt investors
Excellent written and verbal communication skills along with strong time management and prioritization skills.
Develop, maintain, and enhance written procedures for the management and oversight of discretionary client accounts.
Engage with reporting teams in the production and oversight of daily control reporting for distribution to senior management.
Experience and knowledge completing subscription documents for private fund investments for qualified purchasers and accredited investors.
Sound knowledge of the Microsoft office suite (Excel, Word, Outlook, etc.) and strong technical skills such as Excel macros preferred.
Lead Operations Analyst Jobs
By Lumen At , Remote $72,540 - $161,520 a year
Support special projects for field operations. Project manage and report on weekly calls.
Bachelors or Equivalent and 6+ years related experience
Extensive experience with Microsoft Office, Word, Power Point and Excel
Extensive experience with Viavi HST 3000, ONX580, EXFO FTB series, OTDR or test meters for similar use.
Extensive experience with fiber and copper facilities in a telco environment
Possess strong analytical skills with the ability to identify performance drivers and trends.
Voting Operations Analyst, Analyst/Associate - Blackrock Investment Stewardship
By BlackRock At , Wilmington, De
Experience with ESG data, corporate reference data, proxy voting or corporate governance topics a plus
Skill sets to be successful:
Support ad-hoc requests as needed for clients, voting analysts and corporate communications
Implement standardized control and reconciliation processes
Work with portfolio onboarding to ensure proper setup of new portfolios for voting
Develop new control processes as needed to ensure regulatory and client obligations are met
Vp Business Analyst: Alternative Investment Operations
By Daley And Associates, LLC. At Boston, MA, United States
7-10+ years of experience within financial services, with a mix of finance and technology responsibilities
Proven record of project management/oversight, with strong communication skills
Partner with the Finance business leads to prioritize and manage projects accordingly
Streamline expense booking: Mgmt Co to internal GL to Admin’s GL to wire management tool
Experience working with debt instruments, preferably at a credit manager or private equity firm
Review current Finance workstreams and technology landscape to identify optimization opportunities
Senior Analyst - Investment Operations
By Global Atlantic Financial Group Opportunities At , Boston, Ma $60,500 - $115,300 a year
Review current infrastructure and provide enhancements for risk management and analytics of the investment portfolio.
Bachelor's degree with 3-5 years of experience, experience in Middle Office or Investment Operations preferred
Strong analytical and problem solving skill set
Excellent communication and interpersonal skills to work in a fast paced, high pressure, and dynamic team environment
Ability to multi-task multiple high priority responsibilities
Proficiency with Microsoft Excel (VBA and Visio experience a plus)
Investment Operations Analyst Jobs
By Attinger LLC At Philadelphia, PA, United States
• Work with Attinger’s CFO on cash management, maintenance and controls of financial systems
• Time management awareness and ability to prioritize multiple projects and deadlines
managers, ensuring the proper accounting treatment of each transaction
• Gather and manage documentation for Attinger’s investment assets
• 3+ years’ experience in portfolio accounting or investment operations
• Working knowledge of alternative investment strategies
Client Onboarding Analyst - Investment Operations Outsourcing
By Northern Trust Corp. At , Chicago, 60603, Il
In-depth Functional / Industry (Invest Management and/or Middle Office Outsourcing) Knowledge is required.
Teamwork skills to drive execution without direct reporting line responsibilities
Technical and/or business knowledge developed through previous industry experience.
Manages implementation of complex initiatives involving multiple disciplines and/or ambiguous issues
Excellent oral and written communication skills are required
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Health Operations - Lead Analyst
By Trellix At United States
Expert knowledge of data visualization and experience with DV tools such as Looker, Tableau, Qlik or Power BI
Implement and manage programs and playbooks that help front line CSMs increase adoption and retention
Help drive components of our customer experience transformation, including:
Providing feedback in architecting new system requirements, business processes and investments
Work with Customer Success organization to influence and improve processes that impact the customer experience, renewal rates, expansion and/or predictability.
Expert knowledge of Excel/Google Sheets, MS Office and G-Suite tools
Investment Operations Analyst Jobs
By Capital Group Companies At , Hampton Roads, Va $67,518 - $108,029 a year
You have general knowledge of mutual funds, the investment management industry and/or GAAP experience.
You have a bachelor’s degree in finance, accounting, economics, business or a relevant field of study.
You can learn more about our compensation and benefits
You’re well-versed in Excel, using it to store, present, process and examine data. You’ve written versatile formulas to solve complex problems.
You like digging into numbers, telling stories with data and are well-acquainted with financial statements.
You are available and open to work overtime as needed.
Operations Lead Analyst - Express Scripts - Remote
By Cigna At , Hartford, 06152, Ct $58,100 - $96,900 a year

As an Operations Lead Analyst, you will administer the installation of assigned accounts, including, but not limited to: Essential Functions Structure and billing set up Eligibility collection Data ...