Wealth Operations Analyst
2 months ago
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction: Robertson is seeking a skilled Wealth Operations Analyst to join our client.
Contract Dates: 12 months with potential to extend or convert
Pay Rate: $23.12 per hour
Business Hours: Monday to Friday (Hybrid)
Job Responsibilities:
- Client Reporting generation, validation, and distribution, on a monthly, quarterly, annual, and ad-hoc basis, whether as primary or serving as backup on specific report types
- Troubleshooting all aspects of the client reporting generation process, to ensure delivery to clients within expected service level timelines
- Ownership of the team's client inventory review process, ensuring report requirements and recipients are up-to-date, and reporting is being done in the most efficient manner for our clients
- Assisting with the team's strategic initiatives, including client reporting automation, client reporting system enhancements, and AUM reporting enhancements
Experience & Qualification Requirements:
- Analyst experience
- Ability to prioritize, manage, and complete multiple tasks in a complex environment with tight deadlines
- Ability to remain focused and resolve issues under pressure and in stressful situations
- Ability to understand business logic and workflow in an investment management environment
- General understanding of investment concepts and investment portfolio data
- Must be able to work independently with mínimal supervision yet contribute to and assist the broader team
- Excellent Microsoft Excel skills
- Experience operating within a Microsoft Windows operating system environment, preferably within an office/business setting
Personal Attributes:
- Strong attention to detail and strong analytical, time management, and organizational skills
- Excellent communication skills, both oral and written
- Strong commitment to change and ongoing development; open to being flexible; adapt well to change
**_**ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS**_**
**How to Apply**: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.
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