Sr. Investment Operations Analyst
| Company | Baird |
|---|---|
| Location | Louisville, KY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Three to five years of financial services or securities industry.
- Experience in account reconciliation and knowledge of industry investment processes and products.
- Knowledge and experience with corporate actions and proxy preferred.
- Bachelor’s degree in related field preferred.
- Experience with Power BI is a plus.
- Series 7 preferred but not required.
Responsibilities
- Open and close accounts on portfolio management system, InvestCloud APL and UWP.
- Perform daily reconciliation processes to ensure portfolio management systems are accurate and ready for trading team.
- Initiate and monitor web access with outside custodians.
- Generate monitoring report for portfolio managers.
- Works closely with Financial Advisors and Portfolio Management to support client workflow.
- Provide client service support to Financial Advisors and Client Service Associates as necessary.
- Monitor reports to support client cash needs.
- Prepare adhoc analytical reports using Portfolio Management applications and MS Excel.
Preferred Qualifications
-
No preferred qualifications provided.