Job Summary:
The Sr. Operations Analyst – Managed Accounts will support the managed account onboarding and tracking function within the operations team. The operations team provides back-office support to ultra-high net-worth investment advisors that are associated with NewEdge Capital. The position will have a primary focus on administering back-office tracking and notification of third-party managed accounts. The ideal candidate should have prior experience in a financial services position with a quantitative focus. The candidate must possess a strong attention to detail, solid communication, and analytical skills as well as the ability to collaborate with teammates to solve problems effectively.
Location: Hybrid to Pittsburgh, PA
Responsibilities:
Primary responsibilities will include but not be limited to:
- Serve as key operations relationship ‘point-person’ between NewEdge and third-party managers.
- Perform back-office data management functions including coding of new accounts.
- Assist in establishing data feeds and online access for third-party managers.
- Coordinate notification of third-party managers regarding new accounts, deposits, withdrawals, terminations, etc.
- Provide support to advisors and other members of the back-office team related to set-up of client. accounts, system access, report generation, training, and data integration with other financial software systems.
- Respond to manager inquiries regarding corporate actions, proxy voting and general inquiries.
- Assist the team in balancing time effectiveness and efficiency to ensure department meets expected service levels.
- Be a collaborative team member to meet the established goals and objectives.
- Demonstrate the ability to identify areas of improvement and recommend solutions.
Qualifications:
The ideal candidate will possess the following:
- One to three years of financial services experience preferred.
- Bachelor’s degree required – major in Accounting, Finance or Business is preferred.
- Basic understanding of investment securities and terminology.
- Excellent analytical skills with a strong attention to detail.
- Excellent written, verbal, active listening and interpersonal skills.
- Fundamental knowledge of Microsoft applications including Word, Excel and Outlook.
- Technology oriented with the ability to quickly learn new software systems.
- Experience using one or more of these systems (Orion, Salesforce, Fidelity Wealthscape) is a plus.
