Sr Trust Investment Operations Support Analyst
Sr Trust Investment Operations Support Analyst
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
As a Trust Investment Operations Support Analyst you will:
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
What makes this opportunity great:
Compelling careers working sidebyside with the best in the business
Ability to work with a variety of teams and leaders proving your ability to be flexible and highly adaptable
Fast paced environment that will enable you to grow as a professional
Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
What we look for:
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.
Bachelors degree in related field preferred.
Experience with Power BI is a plus.
Series 7 preferred but not required.
#DI
#LITA1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
Senior IC
Employment Type
Full-Time
