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Performance Operations Analyst

Pennington, New Jersey;

Job Description:

This position is a Performance Operations Analyst (GWIM Sr. Operations Analyst) on the Institutional Retirement Performance Operations Team. This team is responsible for maintaining timely and accurate reporting of client performance returns for the branch office network. Client data is sourced via a third party vendor from various custodial platforms across the industry and then aggregated in the vendor performance engine to create performance measurement analytics and reporting. The Analyst in this role will support the network of Global Institutional Consultants (GIC Advisors) across the country, and their teams, with all aspects related to report setup, performance measurement, reconciliation and reporting.

The GWIM Sr. Operations Analyst will conduct proactive quality assurance, problem resolution, and provide ongoing assistance to GIC Advisors and their teams, with respect to performance analytics and reporting. Reporting support includes the appropriate setup of client reporting, production and review of cyclical performance reports and ad hoc performance reporting.  Performance processes will be monitored and verified as appropriate with prompt resolution for all exception items and processes. Frequent contact with Financial Advisors and their teams and the vendor is required to research and to resolve performance data issues that are encountered. Specific responsibilities will include the setup of reporting, analysis of system data and calculations, portfolio performance, quality assurance of work performed by the vendors, performance reconciliation, support and partnership with the Financial Advisory community, timely email response, and facilitating adjustments, via the vendor, to the performance measurement systems and reporting as needed. Additional responsibilities will include training and review of all operational and vendor procedures and process flows for completeness and accuracy.   

Required Skills:

  • 2-3 years prior experience in the financial industry
  • Bachelor’s Degree in Finance, Math or Statistics and 1-3 years of performance measurement experience a plus
  • Proficiency with the Microsoft Office suite
  • 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:

  • Knowledge of Performance Measurement/Reporting
  • Knowledge and experience with designing, supporting and monitoring new offerings and operational processes
  • Knowledge of the First Rate, Rage, PMC, Tamarac, Client Review Center (CRC) or other performance aggregation platforms
  • 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 Performance Operations Analyst (GWIM Sr. Operations Analyst) on the Institutional Retirement Performance Operations Team. This team is responsible for maintaining timely and accurate reporting of client performance returns for the branch office network. Client data is sourced via a third party vendor from various custodial platforms across the industry and then aggregated in the vendor performance engine to create performance measurement analytics and reporting. The Analyst in this role will support the network of Global Institutional Consultants (GIC Advisors) across the country, and their teams, with all aspects related to report setup, performance measurement, reconciliation and reporting.

The GWIM Sr. Operations Analyst will conduct proactive quality assurance, problem resolution, and provide ongoing assistance to GIC Advisors and their teams, with respect to performance analytics and reporting. Reporting support includes the appropriate setup of client reporting, production and review of cyclical performance reports and ad hoc performance reporting.  Performance processes will be monitored and verified as appropriate with prompt resolution for all exception items and processes. Frequent contact with Financial Advisors and their teams and the vendor is required to research and to resolve performance data issues that are encountered. Specific responsibilities will include the setup of reporting, analysis of system data and calculations, portfolio performance, quality assurance of work performed by the vendors, performance reconciliation, support and partnership with the Financial Advisory community, timely email response, and facilitating adjustments, via the vendor, to the performance measurement systems and reporting as needed. Additional responsibilities will include training and review of all operational and vendor procedures and process flows for completeness and accuracy.   

Required Skills:

  • 2-3 years prior experience in the financial industry
  • Bachelor’s Degree in Finance, Math or Statistics and 1-3 years of performance measurement experience a plus
  • Proficiency with the Microsoft Office suite
  • 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:

  • Knowledge of Performance Measurement/Reporting
  • Knowledge and experience with designing, supporting and monitoring new offerings and operational processes
  • Knowledge of the First Rate, Rage, PMC, Tamarac, Client Review Center (CRC) or other performance aggregation platforms
  • 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-22047288

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Dawn Peterson [C]

Referral Bonus:

0