Senior Wealth Client Performance Analytics Consultant
141278-NC-CIC Customer Information Ctr, United States
R
USD 119K-187K (estimate) Senior-level Full Time
Tasks
- Analyze portfolio performance returns
- Conduct data management audits
- Coordinate initiatives across operations teams
- Develop process improvements for securities operations
- Identify discrepancies in client reporting
- Manage operational controls and audits
- Monitor daily securities and cash production work
- Perform root cause analysis to resolve data issues
- Reconcile client data between books and records systems
- Research operational business risks
- Resolve escalated securities operations issues
- Review trade settlement workflow controls
Perks/Benefits
Skills/Tech-stack
Addepar | Alteryx | BETA | Black Diamond | Cause analysis | Compliance controls | Data Management | Data Management Audits | Data Reconciliation | Excel | Loss prevention | Microsoft Office | Operational Risk | Operational Risk Management | PARis | Performance Analysis | Portfolio performance | Portfolio performance analysis | Power BI | Risk Management | Root Cause Analysis | Root cause | SEI Trust 3000 | SQL | Tableau | Zephyr
Education
N/A
Regions
Countries
States
Cities
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