Business Analyst
Business 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
Newport an Ascensus company helps employers offer their associates a more secure financial future throughretirement plansinsuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner Newport is independent experienced and responsive.
Section 1: Position Summary
The Business Analyst will support operational functions institutional account management and business development efforts for Newport Trust which provides Americas leading corporations and institutions with institutional trustee and independent fiduciary services for retirement and employee benefit plans.
Section 2: Job Functions Essential Duties and Responsibilities
Operational Functions
Participate in weekly status meetings and committee meetings
Generate internal reports to support critical business processes
Review daily reports identify operational issues and notify the appropriate account teams
Assist with posting of authorized approved account activity
Assist with posting of daily net cash settlement
Check all prospective clients against the Office of Foreign Assets Controls (OFACs) database of sanctioned entities
Institutional Account Management
Serve as Relationship Manager for one-time client projects including client interactions opening accounts ensuring completeness of documentation and billing in accordance with internal procedures
Respond to due diligence/vendor and engagement questions from existing clients
Invoice clients in accordance with their contractual terms
Coordinate efforts with account teams and draft client presentations
Business Development Efforts
Maintain and update marketing letter templates and other marketing materials
Create and maintain library of request for proposal (RFP) question and answer pairs
Seek support from parent companys marketing department as needed
Our Core Values of People Matter Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Supervision
N/A
Section 3: Experience Skills Knowledge Requirements
Entry level position seeking candidates with 0 to 3 years of relevant professional experience
Bachelors degree from an accredited university in a business or related field
Strong written and verbal communication skills
Strong office application skills including Word Excel Powerpoint and Adobe
Proven team player who works effectively with colleagues
Highly motivated individual with entrepreneurial spirit who is eager to learn contribute to the teams success and grow the business
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ or @ email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting we strongly encourage you to apply directly through our website.
Required Experience:
IC
Employment Type
Full-Time
