Operations Analyst (Contract to Hire Role)

Amicis Global

Job Location:

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Title: Operations Analyst

Job Location: Pennington NJ 08534
Job Duration: 6-month contract

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Job Description:

The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO).
The organization is responsible for Clearing & Settlement for various Private and Retail Bank distribution channels servicing Private Bank Securities on PACE Fund Relationship and Mutual Fund & Alternative Investment Onboarding.
The Marketing Services and Support Team is responsible for the initial setup and maintenance of Mutual Funds Alternative Investments Unit Investment Trusts and various other product types for Brokerage Wealth Management and US Trust.
Over 1400 system indicators support more than 31000 CUSIPs.
The team also participates in evaluations and subsequent scoring of the fund companys performance in accordance with operating standards at Brokerage.
Opportunities exist for team members to develop leadership project management and technological skills.
The role provides an opportunity to liaise with fund companies and transfer agents to acquire knowledge related to technology business requirements product fees billing and trading.

Responsibilities include but are not limited to the following:

Review of onboarding documents received from fund companies which provide instructions for the setup of Mutual Funds Alternative Investments Unit Investment Trusts and various other products
Analysis of received data to ensure system supportability
Data entry to add products to the proprietary platform
Quality review of data entered
Testing of system enhancements based upon business initiatives
Frequent communication with internal and external business partners
Assist with project work as needed

Required Skills:

Proven history of effective ownership and accuracy with an emphasis on attention to detail
Intellectually curious with a desire to identify and implement innovative solutions
Ability to prioritize and handle multiple job-related duties including day to day tasks and project work in a deadline oriented environment
Ability to think critically while effectively managing and finding resolutions to complex situations independently
Acts proactively to identify control and mitigate risks
Excellent follow-up and organizational skills
Provide outstanding personalized service and exhibit professionalism in all situations
Proficient in Microsoft Office Suite with a strong background in Excel

Job Title: Operations Analyst ...