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GWIM Sr. Operations Analyst

Jacksonville, Florida;

Job Description:

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 branch office network. The firm houses client data on various custodial platforms, which feed client account activity into other platforms (PMC, Rage, First Rate, and Tamarac), used for completing performance measurement and analytics. Some of these platforms are vendor-based applications. The analyst will support the network of Financial Advisors and other branch office personnel with all aspects related to performance measurement and reporting.

Required Skills:

 

·         2-3 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

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

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 branch office network. The firm houses client data on various custodial platforms, which feed client account activity into other platforms (PMC, Rage, First Rate, and Tamarac), used for completing performance measurement and analytics. Some of these platforms are vendor-based applications. The analyst will support the network of Financial Advisors and other branch office personnel with all aspects related to performance measurement and reporting.

Required Skills:

 

·         2-3 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

Learn more about this role

Full time

JR-21082613

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Dawn Peterson

Referral Bonus:

0