SMA Operations Associate
Social Capital Resources
Top-Tier Fund in Manhattan is seeking an SMA Operations Associate for a permanent position! Responsibilities: Play an integral role in servicing our Separately Managed Account (SMA) business, providing the highest quality support relating to new accounts supervision, and delivering “best in class” Managing daily queues for new account restrictions, transfer in-kinds, state preference, strategy changes and work with Account Managers to resolve any issues Reviewing daily reconciliation files for firm’s internal accounting system and communicating with back office for processing Researching account breaks and working with back office to reconcile account discrepancies in a timely manner Responding to daily inquiries from other internal firm’s departments regarding SMA accounts Monitoring daily account freeze notifications, proxy meetings, claim reports and escalating issues to the appropriate internal teams as needed Qualifications: Bachelor’s Degree 3+ years of relevant experience Excellent computer skills (including Microsoft Office); proficiency with excel spreadsheets (e.g., working with large data files, pivot tables and preparing summary schedules for presentations). #J-18808-Ljbffr Social Capital Resources
Vacancy posted 2 days ago
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