Great Opportunity for Mutual Funds/ Operations Analyst in Chandler, AZ
Great Opportunity for Mutual Funds/ Operations Analyst in Chandler, AZ
Posted on :
17-07-2025
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1 Vacancy
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Job Description
Title: Operations Analyst
Work Locations: Chandler AZ
Duration of Contract: 6 Months
Job Description: As part of Wealth Management Operations (WMO) the Investment Information Management Organization the Dividend Specialist is responsible for ensuring the accurate and timely processing of all mutual fund dividend distributions and reinvestments for their assigned mutual fund companies. This involves maintaining distribution calendars for both domestic and international fund groups monitoring email communications from fund agents creating transactions within the dividend system for downstream processing and preparing trade logs for manual dividend reinvestments.
Responsibilities:
Analyzing various quality control reports researching ledger variances and maintaining Control metrics.
Forty-plus hours per week is the expectation with a significant amount of overtime being required towards the year-end
Attendance and punctuality are essential components of the position; therefore unexcused absences and
Tardiness could result in dismissal
Must be able to work as a team and independently.
Desired Skills:
- Bachelors degree in finance or accounting
- 0-2 years of experience in the field or in a related area preferred
- Knowledge of commonly used concepts practices and procedures within the mutual fund industry is a plus
Duration of Contract: 6 Months
Job Description: As part of Wealth Management Operations (WMO) the Investment Information Management Organization the Dividend Specialist is responsible for ensuring the accurate and timely processing of all mutual fund dividend distributions and reinvestments for their assigned mutual fund companies. This involves maintaining distribution calendars for both domestic and international fund groups monitoring email communications from fund agents creating transactions within the dividend system for downstream processing and preparing trade logs for manual dividend reinvestments.
Responsibilities:
Analyzing various quality control reports researching ledger variances and maintaining Control metrics.
Forty-plus hours per week is the expectation with a significant amount of overtime being required towards the year-end
Attendance and punctuality are essential components of the position; therefore unexcused absences and
Tardiness could result in dismissal
Must be able to work as a team and independently.
Desired Skills:
- Bachelors degree in finance or accounting
- 0-2 years of experience in the field or in a related area preferred
- Knowledge of commonly used concepts practices and procedures within the mutual fund industry is a plus
Best Regards
Scott Solanki
Direct -
Email -
Scott Solanki
Direct -
Email -
Employment Type
Full-time
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