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
- Execute independent research on performance issues
- Identify discrepancies in portfolio reporting
- Implement process improvements and revised procedures
- Manage cash payments
- Manage client account onboarding
- Manage custodial operations
- Manage securities settlement services
- Monitor daily securities and cash production
- Perform general ledger reconciliation
- Perform root cause analysis
- Reconcile client data between systems
- Research operational issues and business risks
- Resolve escalated security operations issues
Perks/Benefits
- N/A
Skills/Tech-stack
Addepar | Alteryx | BETA | Black Diamond | Cause analysis | Compliance controls | Data Management | Data Management Audits | Data Reconciliation | Microsoft Excel | Operational Controls | 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 | Zephyr
Education
N/A
Regions
Countries
States
Cities
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