Job Description

A well-known investment firm is seeking an Operations Analyst to join its Asset and Wealth Management team in Dallas ASAP , on a Temp-Hire basis.

The Operations Analyst will support portfolio managers, client relationship professionals, and sales teams by ensuring timely and accurate client account information and by managing operational risks associated with portfolios. The role requires collaboration with both internal teams and external stakeholders to ensure the successful execution of new clients, products, strategies, and system architecture. A key focus of the position is enhancing the client experience and maintaining strong client relationships.

Responsibilities:

• Take ownership of client accounts from an operations perspective, ensuring that all relevant events and issues are coordinated across various teams and business partners.
• Act as a central point of contact for all operational aspects of client accounts.
• Work with clients’ appointed counterparties (e.g., custodians, prime brokers) to ensure smooth connectivity and address service requests.
• Interpret and define operational client needs based on legal documentation and business requirements for account events.
• Manage and verify controls and sign-offs, both internally and externally.
• Ensure the accuracy of accounting data and maintain accounting policy oversight to support a controlled investment management environment.
• Proactively identify and resolve operational issues before they affect clients.
• Review account-level metrics such as cash and position reconciliations, daily corporate actions, NAV reconciliations, failing trades, and reporting deliverables.
• Contribute to navigating evolving financial regulations and help develop technological solutions to improve operational architecture.
• Apply process improvement methodologies to implement strategies and tactical solutions.

Qualifications:

• Proficiency in Microsoft Office, especially Word, Excel, and PowerPoint.
• Strong collaboration and team-oriented approach with the ability to build consensus.
• Excellent communication and interpersonal skills, both written and verbal.
• 1-2 years of experience in Operations and/or the Financial Services industry.
• Ability to collaborate across product groups, regions, and functional areas.
• Attention to detail and capacity to meet tight deadlines under pressure while providing practical solutions.
• A focus on risk management.

Please submit your resume for immediate consideration.

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