Job Title: (SMA) Oversight Analyst
Type: Temp
Start Date: asap

Date: one year
Location: Salt Lake City UT

1-2 years experience

Responsibilities and Qualifications
This is a highly collaborative role and requires the capability to work effectively with a diverse range of professionals both internally and externally, covering a wide variety of products and functions. The main areas of responsibility will be:

• Ensure accounting data accuracy and provide account policy oversight in order to create a controlled environment for investment management processes
• Perform daily cash forecasting in multi-currency portfolios to include overdraft monitoring
• Provide Trading desk support to include ad-hoc queries as well as ongoing business initiatives
• Coordinate across portfolio managers on cash funding, withdrawals, trading requests, and account attribute changes
• Review account-level metrics (i.e., reconciling items on cash/position reconciliations, daily corporate actions, NAV reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate
• Partner with the Asset Management and Consumer Wealth (CWM) teams to facilitate the operational design of a strategic platform to support the Separately Managed Account (SMA) and CWM business and new market opportunities
• Help drive process improvements and efficiency, budgeting and cost allocation to various revenue-producing desks
• Assist in the launch of new products and instruments
• Process and control analysis to ensure effective oversight and risk management

Basic Qualifications

• Minimum of 1-2 years experience in asset management or a related field such as accountancy, middle office functions
• Risk management focus
• Attention to detail with a sense of urgency is a must
• Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint as well as web-based applications
• Bachelor’s degree required
• Be a highly collaborative, team-oriented, and strong consensus builder
• Demonstrate strong communication and interpersonal skills both written and oral

Preferred Qualifications

• Previous experience in Operations and/or Financial Services Industry
• Demonstrate ability to partner across product groups, regions, and functional responsibilities
• Be a strategic thinker, possesses strong facilitation and data gathering skills
• Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
• Understanding of the product lifecycle and user experience for the distribution of products on a digital platform
• Technically adapt to working with Business Intelligence and low code tools such as Alteryx, Tableau and Robotic Processing Automation (RPA)