Investment Analyst

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Job Title: Junior Ops Wire Analyst (Investment Analyst)

contract: 6 months - Potential opportunity for extension based on attendance/performance.

Rate rage: $25-28/hour

Physical Address: 111 Monument Circle, Suite 402, Indianapolis, IN 46204 (Parking is in the Salesforce Tower Parking Garage and is paid for by client.)

Laptop provided.

Training will be completed onsite, and will then work a hybrid schedule: 3 days in office/2 days WFH per week.

Job Summary:

Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a fixed income investment management firm located in downtown Indianapolis, Indiana. Since its establishment in 1981, Reams has grown to manage over (USD)23 billion in a variety of fixed income strategies for a diverse group of institutional clients, including Fortune 500 corporations, large public pension funds, Taft-Hartley plans, health care organizations, and a variety of universities, foundations and endowments. Reams employs 40 individuals with a mission to provide the highest quality investment management expertise and unmatched client service in all product areas over the long-term.

We currently have an opportunity in our Investment Operations Department for an Analyst who will be responsible for wire settlement and acting as liaison for internal and external contacts. This position will also support day-to-day resolution of complex problems. Additional responsibilities will be assigned commensurate with demonstrated competency of previous assignments.

Essential Duties And Responsibilities

Supports day-to-day resolution of failed wires.

Resolves issues quickly with a sense of urgency.

Tracks failed wires in organized manner.

Identify opportunities to improve tracking of wire fails and recommend improvements.

Manages and builds relationships as both and internal external liaison.

Balances conflicting resource and priority demands.

Performs other duties and responsibilities as assigned.

Requirements

Possess strong analytical and problem-solving skills. Be able to multi-task and be self-motivated, have natural curiosity. Work well independently and team environment. Exhibit excellent interpersonal skills. Involvement in process improvement projects.

Experience with wire transactions

Experience with fixed income securities

Experience with derivative securities

Experience with non-USD securities

Familiarity with SWIFT

Knowledge

Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.

Skills

Portfolio accounting systems and databases.

Strong Excel skills.

Communicating effectively in both oral and written communications.

Demonstrating uncompromising adherence to ethical principles.

Preparing analyses and information reports for management.

Abilities

Analyze problems and develop creative solutions.

Handle stressful situations and provide a high level of customer service in a calm and professional manner.

Provide efficient service to internal and external clients.

Partner and collaborate and work in a team environment.

Foster a cooperative work environment and partner with other functional areas to accomplish objectives.

Attend to detail while maintaining a big picture orientation.

Education: Bachelor's degree in Accounting, Finance, or related degree or two (2) years of relevant experience.

Skills and Experience:

Required Skills:

DATA REPORTING

PORTFOLIO ACCOUNTING

EXCEL

SECURITIES

OPERATIONS