Senior Securities Operations Specialist - Wealth Client Performance Analytics
141278-NC-CIC Customer Information Ctr, United States
USD 119K-187K (estimate) Senior-level Full Time
Tasks
- Analyze portfolio performance returns
- Conduct data management audits
- Identify discrepancies
- Lead process improvement initiatives
- Manage securities settlement services
- Monitor daily securities and cash production work
- Perform general ledger reconciliation
- Perform root cause analysis
- Reconcile client data between books and records
- Resolve trade settlement workflow issues
- Support client account onboarding
Perks/Benefits
- N/A
Skills/Tech-stack
Addepar | Alteryx | BETA | Black Diamond | Cause analysis | Client Data Management | Client data | Compliance controls | Data Management | Data Management Audits | Data Reconciliation | Loss prevention | Microsoft Excel | Operational Risk | PARis | Performance Analysis | Portfolio performance | Portfolio performance analysis | Power BI | Risk Management | Root Cause Analysis | Root cause | SEI Trust 3000 | SQL | Securities operations | Tableau | Trade Settlement | Zephyr
Education
N/A
Regions
Countries
States
Cities
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