Operations Specialist
4 weeks ago
About the Role:
The Operations Specialist will be responsible for operating and maintaining the portfolio management system, order management systems, and custody platforms used to deliver recurring workflows supporting the business.
Key Responsibilities:
- Documenting, implementing, and enhancing recurring dealer workflows required to operate the portfolio management business, service members, and achieve strategic objectives.
- Supporting the trading, reporting, and data integrity workflows.
- Maintaining relationships with key strategic system vendors to perform dealer functions and investigate and resolve dealer issues raised by member-facing teams.
- Participating in projects and initiatives involving multi-disciplinary teams.
Requirements:
- An undergraduate degree in Business Administration, Finance, or a related field.
- 3-5 years' experience in back and middle office operations at a Portfolio Manager or dealer, preferably in a multi-custodian environment.
- Experience working with portfolio management software.
- Strong relationship management skills while working in a fast-paced environment with deadlines and competing priorities.
- A working knowledge of the rules, regulations, procedures, and policies governing this work.
About the Team:
The Operations Specialist (VCIM) will report to the Head of Trading and Operations.
We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.
The salary range for the role is $71,500 to $107,300, and a candidate's offer is likely to be up to the mid-point of the role ($89,400). The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role and possess a high level of job knowledge and skill.
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