Overview
Portfolio Operations Analyst. Our client is an Investment Advisory firm that manages assets for large pension funds, endowments, foundations, Taft-Hartley plans, and high-net-worth individuals. They serve over 100 institutional clients. They use a detail-oriented, bottom-up proprietary research process driven by a team of more than a dozen sector-specific analysts. They need to add to their portfolio operations team. They need an operational professional that will be adaptable, reliable, compliant, efficient, and collaborative, who will review the accuracy of trade order requests to ensure they fulfill the clients needs and requirements. If accurate, you will send over to the 3rd party trade desk. If you want to be part of a great organization that demonstrates integrity and collaboration, to feel valued in a diverse environment with a great team, culture, and a leader that truly cares about you, then please apply. They offer a salary plus bonus with competitive benefits, and room to grow from within. To learn more about our organization please visit us at www.westportone.com Responsibilities
The operations role includes: Review the accuracy of trade order requests to ensure they fulfill the clients needs and requirements. Coordinate with the 3rd party trade desk to send accurate trade orders. Qualifications
Operational professional who is adaptable, reliable, compliant, and efficient. Ability to collaborate with others and work in a team-driven environment. Benefits and Opportunity
Salary plus bonus with competitive benefits, and room to grow from within. How to Apply
Clicking “APPLY NOW” on this page (preferred). Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/portfolioopsSTL in the subject line. NO CALLS PLEASE
#J-18808-Ljbffr
Portfolio Operations Analyst. Our client is an Investment Advisory firm that manages assets for large pension funds, endowments, foundations, Taft-Hartley plans, and high-net-worth individuals. They serve over 100 institutional clients. They use a detail-oriented, bottom-up proprietary research process driven by a team of more than a dozen sector-specific analysts. They need to add to their portfolio operations team. They need an operational professional that will be adaptable, reliable, compliant, efficient, and collaborative, who will review the accuracy of trade order requests to ensure they fulfill the clients needs and requirements. If accurate, you will send over to the 3rd party trade desk. If you want to be part of a great organization that demonstrates integrity and collaboration, to feel valued in a diverse environment with a great team, culture, and a leader that truly cares about you, then please apply. They offer a salary plus bonus with competitive benefits, and room to grow from within. To learn more about our organization please visit us at www.westportone.com Responsibilities
The operations role includes: Review the accuracy of trade order requests to ensure they fulfill the clients needs and requirements. Coordinate with the 3rd party trade desk to send accurate trade orders. Qualifications
Operational professional who is adaptable, reliable, compliant, and efficient. Ability to collaborate with others and work in a team-driven environment. Benefits and Opportunity
Salary plus bonus with competitive benefits, and room to grow from within. How to Apply
Clicking “APPLY NOW” on this page (preferred). Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/portfolioopsSTL in the subject line. NO CALLS PLEASE
#J-18808-Ljbffr