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Operations Associate




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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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6966




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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Investment Operations




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Permanent




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Boston - MA




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Feb 28 2023 12:00:00:000AM




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Mar 31 2023 12:00:00:000AM




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3




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For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com




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80k


Fanning Personnel - Boston Jobs - Boston Investment Jobs, Boston Finance Jobs - Fanning Personnel
 

Job Title:
Operations Associate
Job Code:
6966
Job Category:
Investment Operations
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Feb 28 2023
Expires On:
Mar 31 2023
Responsibilities:
  • 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
Salary Range:
80k
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