Job Title:
Operations Data Analyst
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
Nov 16 2022
Expires On:
Nov 30 2022
  • Coordinate the on-going maintenance and reconciliation of client accounts across portfolio management, order management and client relationship management systems; coordinate internally regarding account and client updates
  • Review monthly and quarterly portfolio performance information; assist in the creation of GIPScompliant composite data; thoroughly document all procedures
  • Ensure the accuracy of accounting for all charitable donations and alternative impact investments
  • Assist in the creation of quarterly client reports; review for accuracy and data integrity
  • Ensure that client requests are completed promptly and accurately
  • Establish strong working relationships with fellow operations team members and colleagues across the organization
  • Identify areas for process improvement and discuss possible solutions
  • Bachelor's degree required
  • Financial services experience preferred (1-2 years)
  • Interest in sustainable investing a plus
  • Excellent organization skills and the ability to perform multiple tasks concurrently, with superior attention to detail
  • Strong interpersonal and communication skills required to interact with colleagues and outside contacts
  • Technology focused and expertise in all Microsoft applications, especially Excel
  • Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
  • Experience with a Client Relationship Management (CRM) software, Salesforce preferred ΓΌ Experience with Advent Software products a plus
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 |
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