Portfolio Management - Trading Services Analyst

Shine in a High-Impact Role: Partner with Industry Leaders and Navigate Success Across Global Frontiers!

As an Analyst within The Managed Platform Services (MPS) team, you will support the cross line of business eco-system for Managed Accounts. This is a highly visible role that requires quick thinking, attention to detail, and thoughtful risk mitigation at all times. This is a fast-paced environment. The candidate will also be responsible for maintaining a continuous improvement mindset by participating in the manual process inventory reduction goals of the team. 

Job Responsibilities:

• Support the user community in all aspects of the platform ranging from trading to day-to-day issues/support. 
• Managing data such as: reconciliation, data quality issues, golden source data
• Working directly with Product Owners to prioritize resolution of system defects.
• Support daily inquiries, integrate content to assist management maintain KPI’s.
• Gather, analyze, synthesize, and interpret large data and information, drawing conclusions and making recommendations for process enhancements. 
• Serve as a 1^st point of contact for the LOB user community.
• Assist management to identify key business risks on the platform and drive resolution of mitigating controls.
• Help support audit, regulatory and compliance deliverables.
• Ongoing procedure and process analysis to account for changes to the flow.

Required qualifications, capabilities, and skills:

• At least 1-2 years of experience in the wealth management/asset management industry or in a supporting role
• Investment management expertise/experience or security lifecycle is required.
• Knowledge of multi-asset markets, products and processes required.
• Proficiency in Citizen Developer tools such as Alteryx & Python will enhance the capability of the candidate.

Preferred qualifications, capabilities, and skills:

• Demonstrated ability in dealing with different stakeholder groups and driving resolution.
• Excellent written and verbal communication skills; ability to articulate complex solutions.  
• Strong organizational and prioritization skills, meticulous and strong people skills
• Be a collaborator who shows commitment and dedication and can maintain a positive attitude and prominent level of performance on high profile/time-sensitive initiatives.
• Proficient to advanced experience with Excel, PowerPoint, Monday, SharePoint, One Note and Word