UIT Operations Associate

UIT Operations Associate

Overview

SmartTrust is one of the top Unit Investment Trust (UIT) sponsors in the country committed to delivering high-quality growth and income investments to help meet the growing needs of todays demanding investors and financial advisors. We are headquartered just outside of NYC in Parsippany NJ and deposited our first UIT in 2003. We are a fast growing company and look to continue to augment our team with quality driven individuals. . For more information about SmartTrust please visit . We are searching for a UIT Operations Associate to work on-site at our Parsippany NJ headquarters.

This individual will provide administrative analytical and quantitative support to the portfolio management and research team. Additional responsibilities include heavy data entry monitoring portfolios day-to-day portfolio oversight operations securities research and maintaining necessary records. The Junior Investment Analyst must be hardworking analytical detail-oriented and adaptable to ad-hoc tasks.

Responsibilities

• Administers the creation development and support of investment portfolios to help ensure they are aligned with each trusts objectives.
• Data entry and affirmation in multiple spreadsheets with fixed timelines
• Extensive Microsoft Excel experience in a financial setting (i.e. knowledge and usage of XNPV XIRR MIRR etc.)
• Work with portfolio consultants to ensure timely and accurate trust creation and launch
• Coordinates deposit/origination across multiple partners
• Work on product launches to ensure smooth deposits
• Daily trade processing and execution

Essential Skills and Experience

• Strong knowledge of Microsoft Office with focus on competency in MS Excel and PowerPoint
• Bachelors degree in economics finance accounting or related field preferred
• 0 - 3 years of Operations experience within Financial services.
• Strong attention to detail
• Ability to read write and speak English clearly
• Knowledge of own departments operations policies and procedures
• Must be an organized independent and detail-minded individual

Benefits

• Competitive compensation
• Open and supportive team-based environment
• Full medical and dental benefits
• 401(k) plan with company match

Compensation Information: Annual base salary for this role is $55000 - $75000. Salary is estimated for this role. Actual pay may be different. Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including but not limited to firm team and individual performance.

SmartTrust is a division of Hennion & Walsh Inc. Member FINRA SIPC