A successful niche wealth manager is looking a talented person to join their collegiate investment operations team.
A successful niche wealth manager is looking for a talented person to join their collegiate investment operations team.
The team you will be joining is responsible for post-trade activity. This includes trade reconciliation, corporate actions, custodian management and client reporting.
We are looking for someone who has the following:-
- Exceptional attention to detail with the ability to work in a regulated environment and follow processes.
- Proven experience in interpreting and working with financial data including good Excel skills.
- The ability to learn new concepts quickly and thoroughly.
- Team-player
This is an excellent opportunity for someone who wants to forge a career in operations within a company that has a proven track record in managing their clients' wealth.