Operations Analyst Job at Career Group, Dallas, TX

bkpaS1Mza2FLb0ZVZHh5cjh2YVliSVQ0Smc9PQ==
  • Career Group
  • Dallas, TX

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.

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Job Tags

Temporary work, Immediate start,

Similar Jobs

Texas Department of Public Safety

DPS - IT - Programmer III, ADS - 0243 Job at Texas Department of Public Safety

 ...anticipated for this position. Driving requirements: Occasional (five [5%]).State of Texas Benefits and Retirement Information: A DPS employee who is selected for a position in the same salary group and state title as their current position will be transferred with... 

MedStar Health

Genetics Counselor Job at MedStar Health

 ...responsibilities, location, work performance, etc.SCOPE:Provides genetics counseling and education to individuals with a family history...  ...training program. Minimum five years as a practicing genetics counselor preferred, oncology experience preferred. Board certified (or... 

Pellissippi State Community College

Computer Technician II Job at Pellissippi State Community College

 ...Title: Computer Technician II Anticipated Start Date: January 2025 Department: Information Technology Number of...  ...equipment in the departments. The computer technician is the first level defense against equipment theft and or misplacement.... 

LOGISTEED America, Inc.

Licensed Customs Broker Job at LOGISTEED America, Inc.

 ...and logistics services and help make the world a better place for generations to come. We are looking for a Licensed Licensed Customs Broker to join us on this mission! Location: Elk Grove Village, IL WHO WE ARE: Founded in 1950, LOGISTEED-America is part of a... 

Capgemini

Tech Support Analyst Job at Capgemini

Job Title: Desktop Support Analyst Job Location: (Onsite), Columbia, SC Job Description Capgemini is looking for Technical Support...  .... 2 years work experience in Technical Call Center, IT (International Technology) Help Desk, or equivalent technical support...