Portfolio Data Operations Analyst

We are seeking a Portfolio Data Operations Analyst to join our Portfolio Data Operations team. The successful candidate will oversee the processing of transactions and positions, ensure data quality through verification checks, and help clients with their data support questions.

Requirements

• 2+ years of work experience in the financial investment/advisory industry
• Deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems
• Strong attention to details and a passion for problem solving
• Excellent communication and interpersonal skills for interfacing with internal and external stakeholders
• Proven ability to multitask and prioritize effectively in a fast-paced environment

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Bonus
• Equity
• Visa Sponsorship (not applicable)
• Relocation Assistance (not applicable)