Job Title:
Operations Data Analyst
Job Code:
7003
Job Category:
Investment Operations
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Nov 16 2022
Expires On:
Nov 30 2022
Responsibilities:
- 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
Qualifications:
- 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 | lynn@fanning-boston.com
Salary Range:
60-70k