Job Title:
Operations Associate
Job Code:
7033
Job Category:
Finance
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jan 26 2023
Expires On:
Mar 31 2023
Responsibilities:
•Trading responsibilities include equity & fixed-income trade execution, trade settlement, managing trade restrictions, and periodic reviews of brokers
•Operational tasks include security pricing, asset setup, issue resolution with custodians, reporting, reconciliation, and various month-end tasks
•Maintain and develop processes and procedures for assigned tasks
•Oversee our proxy vendor and related policies and procedures
•Coordinate various reports for internal meetings and client reporting
•Assist with technology initiatives and vendor oversight
•Assist with various projects and initiatives
•Operational tasks include security pricing, asset setup, issue resolution with custodians, reporting, reconciliation, and various month-end tasks
•Maintain and develop processes and procedures for assigned tasks
•Oversee our proxy vendor and related policies and procedures
•Coordinate various reports for internal meetings and client reporting
•Assist with technology initiatives and vendor oversight
•Assist with various projects and initiatives
Qualifications:
•Two years of industry experience, preferably with an RIA
•Exemplary analytical and communication skills
•Familiarity with portfolio accounting software
•Advent APX and Moxy experience is a plus
•Proficiency with Microsoft applications, specifically Word and Excel
•Bachelor's degree
•Exemplary analytical and communication skills
•Familiarity with portfolio accounting software
•Advent APX and Moxy experience is a plus
•Proficiency with Microsoft applications, specifically Word and Excel
•Bachelor's degree
Required Years of Experience:
2
Salary Range: