GWIM Sr. Operations Analyst

Job Description:

Enterprise Overview:
This position is a GWIM Sr. Operations Analyst role within the Wealth Management Performance Operations group. This group is responsible for maintaining timely and accurate reporting of client performance returns for the Private Bank network. The firm houses client data on a custodial platforms (PACE), which feed client account activity into a vendor platform, First Rate, which is used for completing performance measurement and analytics. The analyst will support the network of Portfolio Managers and other Private Bank personnel with all aspects related to performance measurement and reporting.

LOB Description:
The GWIM Sr. Operations Analyst will provide superior customer service and point of call resolution while conducting proactive quality assurance, problem resolution and offering ongoing assistance to Portfolio Managers with respect to performance analytics and reporting. Reporting support includes the facilitation of performance and benchmark information required by the Portfolio Reporting System (PRS), the Private Bank system leveraged for the creation of performance reporting, as well as support for any performance related inquiries on data appearing on that reporting. Performance processes will be monitored and verified as appropriate with prompt resolution for all exception items. Frequent contact with Portfolio Management, branch office personnel, business, technology and vendor partners is required to research and to resolve performance data issues that are encountered.

Specific responsibilities will include conducting research on issues utilizing firm and public resources, analyzing system data and calculation, portfolio performance, quality assurance of work performed by outside vendors, facilitating adjustments to the performance measurement systems and reporting as needed, supporting exception processing, and the ability to successfully meet administrative deadlines and directives while also ensuring timely and accurate follow-ups to calls and emails. Additional responsibilities will include training and review of all operational and vendor procedures and process flows for completeness and accuracy.

Required Skills:

• 1-2 years prior experience in the financial industry
• Proficiency with Excel, Work, PowerPoint and other similar applications
• Team player with ability to work independently
• Must have excellent interpersonal and collaboration skills
• Must have strong analytical and organizational skills
• Must be able to prioritize and manage multiple tasks simultaneously
• Ability to troubleshoot complex performance problems
• Strong communicative and relationship building skills
• High attention to detail

Desired Skills:

• Bachelor's Degree in Finance, Math or Statistics and 1-3 years of performance measurement experience a plus
• Knowledge of Performance Measurement/Reporting
• Knowledge of Bloomberg
• Knowledge of the PMC, Rage, First Rate, or Tamarac platform
• Level 1 CFA or Series 7 preferred

Shift:
1st shift (United States of America)

Hours Per Week:
40
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