Senior Investment Operations Analyst

MARS Solutions Group is looking for an experienced Senior Investment Operations Analyst located in Milwaukee, WI or Boston, MA. Our client is a leading independent asset management firm looking for high-quality talent to make a difference. They are known to respect a traditional work week and often extend contracts for added job security and stability.


Position Details

• Job Title: Senior Portfolio Analyst
• Location(s) : Milwaukee, WI, Boston, MA hybrid working model, whereby you will be required to work in-office 4 days a week.

• Duration: 9 months

rESPONSIBLITIES

• Initiating and leading improvements across portfolio accounting and portfolio performance functions.
• 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.

Candidate

• 5 plus years of investment operations experience
• 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

Minimum Years of Experience


5 years


About MARS Solutions Group:
MARS Solutions Group provides a range of opportunities for meaningful work by understanding that employment fit is a combination of people, process, and technology. We leverage our experienced and compassionate team to bring humanity to matching you with the right advanced technology role, and stay connected with you to help you attain your professional goals.