Job Information
SPECTRAFORCE TECHNOLOGIES INC AWM - Operations - PWM Ops Managed Account Svs - Analyst in SALT LAKE CITY, Utah
Job Title: AWM - Operations - PWM Ops Managed Account Svs - Analyst
Duration: 6 months
Location: Salt Lake City, UT 84111
Your Impact:
Are you looking to apply your skills in the wealth advisory business and work with internal and external portfolio managers across a variety of investment products?
Our Managed Account Services team is seeking a professional who can collaborate with portfolio managers, PWM teams, and related groups to support the PWM managed account program.
Our Impact:
Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading, and asset management capabilities to clients globally.
In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and reputation. For every trade agreed, every new product launched or market entered, and every transaction completed, Operations develops the processes and controls that enable business flow.
Role and Responsibilities:
The Analyst/Associate will:
Liaise with PWM teams, internal and external portfolio managers, Compliance, and various Operations teams
Set up and maintain managed accounts
Oversee account setup and transaction processing
Perform position and activity reconciliations
Maintain account status and attributes
Manage account terminations with portfolio managers
Assist PWM teams and clients with managed account investments
Coordinate fundings, withdrawals, trading requests, and account attribute changes
Perform tax harvesting activities
Support the launch of new separate account strategies
Assist with ADV mailing for external portfolio managers
Mitigate risk across the managed account platform through process improvements
How You Will Fulfill Your Potential:
Assist PWM teams and clients with investments in managed accounts
Coordinate with portfolio managers on fundings, withdrawals, trading requests, and account changes
Perform reconciliations to mitigate risk
Drive process improvements to enhance risk control across the platform
Education:
Bachelor's Degree
SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at nahr@spectraforce.com if you require reasonable accommodation.