Operations Specialist (Level III)

Veterans Sourcing Group

Operations Analyst

This role is a potential contract to hire and will require resources that do not require sponsorship now or in the future. The Operations Analyst role supports the Performance Operations organization. The Information Management Analyst is responsible for assisting with client onboarding into the various performance platforms, reviewing performance data and returns within the performance platform, and providing support to the Branch Office network across Brokerage.

Responsibilities:

Complete client onboarding activities for performance platforms
Review and validate performance data and returns on performance platforms
Supports Brokerage Institutional Consultant inquiries

Required Skills:

Previous experience supporting an operational function at a financial institution
Knowledge of investment products and vehicles
Previous customer service experience
Intermediate proficiency in excel required

Desired Skills:

Relevant coursework in finance a plus
Previous experience working for a broker dealer or supporting a financial advisory team

Veterans Sourcing Group

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Vacancy posted 2 days ago

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