Operations Analyst - Parametric
Core
Operations Analyst supporting investment management operations including trade settlement, portfolio reconciliation, corporate actions, and client activities.
Role type
Operations Analyst
Builds
Operational processes for trade settlement, portfolio reconciliation, and client account management
Domain
Financial Services / Investment Management
Required skills
Microsoft Excel, data management, process execution, verification checks, record keeping, stakeholder communication, problem solving
Preferred skills
Associate or Bachelor's degree in Finance/Accounting/Economics, experience in financial services
Technologies
Microsoft Office Suite
Responsibilities
Complete daily operations transactions (cash/position reconciliation, trade posting, new account setup), perform verification checks on work completed by others, maintain client records and files, research and resolve operational issues, communicate with internal and external stakeholders, maintain operational metrics and reporting.
Seniority
Entry-level / Analyst