Portfolio Operations Analyst Jobs in Iowa , Employment

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