File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTitle
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Title
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Operations Associate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCode
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Code
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
6966
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCategoryName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Category
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Investment Operations
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTypeName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Type
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Permanent
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobLocationName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Location
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Boston - MA
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
PublishOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Date Posted
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Feb 28 2023 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
ExpireOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Expires On
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Mar 31 2023 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Facilitate trade settlements by working with executing brokers, custodians and our back/middle office to resolve trade discrepancies and failing trades.
Collaborate with trading, portfolio management, client service, & sales staff to research and respond to account-related questions, changes or issues.
Conduct vendor oversight for Account Administration, Reconciliation, Settlements and Corporate actions.
Improve quality controls by recommending operational improvements and opportunities to automate.
Work with supported managers to elect and reconcile voluntary corporate actions.
Perform regular reviews and updates of procedures and controls.
Coordinate and support client restriction reviews.
Work with the portfolio management team as needed to support the manager onboarding processes.
Evaluate and implement controls and procedures required for new business opportunities.Other Responsibilities:
Represent Operations in strategic business reviews.
Respond to and support legal/compliance and general audit requests, when required.
Support annual due diligence reviews of key vendors.
Coordinate and respond to RFP/RFI requests.
Lead special projects as the need arises.
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
3-5 years of experience in a trade operations role, preferably with an investment manager or custodian/broker dealer
College degree, preferably with some quantitative coursework (e.g. mathematics, statistics, econometrics, etc.)
Proficient in MS Office (Word, Excel, PowerPoint, Outlook)
Experience with Excel Macro creation/maintenance is a plus
Strong organizational skills and attention to detail
Strong analytical skills
Ability to work on multiple issues/projects simultaneously
Ability to handle deadlines and time-sensitive situations
Resourcefulness/problem solving abilities
Team player
Must be willing to work market hours
Vestmark/APL system experience preferred
Great communication skills (written & oral)
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
RequiredYearsOfExperience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Required Years of Experience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
3
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
AdditionalInfo
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Additional Info
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
SalaryRange
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Salary Range
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
80k
Fanning Personnel - Boston Jobs - Boston Investment Jobs, Boston Finance Jobs - Fanning Personnel
Facilitate trade settlements by working with executing brokers, custodians and our back/middle office to resolve trade discrepancies and failing trades.
Collaborate with trading, portfolio management, client service, & sales staff to research and respond to account-related questions, changes or issues.
Conduct vendor oversight for Account Administration, Reconciliation, Settlements and Corporate actions.
Improve quality controls by recommending operational improvements and opportunities to automate.
Work with supported managers to elect and reconcile voluntary corporate actions.
Perform regular reviews and updates of procedures and controls.
Coordinate and support client restriction reviews.
Work with the portfolio management team as needed to support the manager onboarding processes.
Evaluate and implement controls and procedures required for new business opportunities.Other Responsibilities:
Represent Operations in strategic business reviews.
Respond to and support legal/compliance and general audit requests, when required.
Support annual due diligence reviews of key vendors.
Coordinate and respond to RFP/RFI requests.
Lead special projects as the need arises.
Qualifications:
3-5 years of experience in a trade operations role, preferably with an investment manager or custodian/broker dealer
College degree, preferably with some quantitative coursework (e.g. mathematics, statistics, econometrics, etc.)
Proficient in MS Office (Word, Excel, PowerPoint, Outlook)
Experience with Excel Macro creation/maintenance is a plus
Strong organizational skills and attention to detail
Strong analytical skills
Ability to work on multiple issues/projects simultaneously
Ability to handle deadlines and time-sensitive situations
Resourcefulness/problem solving abilities
Team player
Must be willing to work market hours
Vestmark/APL system experience preferred
Great communication skills (written & oral)
Required Years of Experience:
3
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
