What are the responsibilities and job description for the Sr. Portfolio Operations Analyst position at TEK Inspirations LLC?
Job Description -
Title : Sr Portfolio Operations Analyst ( PV W2 )
Visa : USC/GC – only
Location : Boston, MA (onsite hybrid)
Duration : 6 month
MOI : Skype and the interview will be a Teams video interview, 1 hour panel discussion
About the job
Title: Sr Portfolio Operations Analyst
Location: Boston, MA (onsite hybrid)
Duration: 6-month contract
We are looking for a senior level portfolio analyst to join our Portfolio Accounting team. The candidate should have a minimum of 5 years of experience in portfolio accounting or related operations experience with a history of increasing responsibilities and leadership roles. A track record of identifying and implementing improvements, including controls to mitigate risk, is considered a strong plus. In addition, candidate must have proven leadership skills and demonstrate a willingness to lead teams and projects.
Responsibilities
Initiating and leading improvements across portfolio accounting and portfolio performance functions. Supporting the deployment of new products and services as part of project teams. Effectively leading escalation efforts with custodians and other parties to resolve discrepancies timely and help address the root cause of ongoing issues. Identifying opportunities to reduce risk and/or increase efficiencies across core portfolio accounting functions including team reconciliations, performance analysis, daily cash support and complex derivatives activities. Additional responsibilities may include team lead roles, overseeing preparation of daily and month-end reconciliations, aged items and monthly management metrics reporting. Candidate must be able to clearly and effectively communicate with custodians, internal operational team members, investment team contacts and relationship managers to resolve issues and build sound working relationships.
Required Qualifications
- 5 plus years of investment operations experience
- Experience working with bank loans and derivatives
- Strong attention to detail and accuracy
- Demonstrated time management, analytical and organizational skills.
- Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
- Proven ability to manage risk, mitigate risk and make sound decisions.
- Ability to work effectively in a team environment.
- Excellent verbal, written, and interpersonal communication skills.
- Ability to drive continuous improvement and execution excellence
Preferred Qualifications
- Enjoys working in a changing environment but able to focus on the task at hand
- Experience in other mid- and back-office roles including trade support, performance, portfolio operations, and client administration
- Experience with Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO) and SS&C Recon.
- Advanced experience with MS Excel and general facility with technology tools such as MS Access and Power BI
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Requirements added by the job poster
- 5 years of work experience with Microsoft Excel
- 5 years of work experience with Portfolio Risk Management
- No need for visa sponsorship
- 5 years of work experience with Account Portfolio Management
- Accept a drug test
