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

CES Power

Senior Financial Analyst Job at CES Power

 ...temperature control and technology solutions for live events and other temporary applications, delivering reliable services that meet the...  ...in regular meetings and cross-functional engagement with accounting, sales, operations, and other departments across all business... 

AdvisaCare

Hospice Certified Nursing Assistant Job at AdvisaCare

 ...Join AdvisaCare's dedicated team as a Hospice Certified Nursing Assistant! We are committed to providing exceptional care and support to our hospice patients and their families in their time of need. As a Hospice Certified Nursing Assistant at AdvisaCare, you will... 

VitalCore Health Strategies

Physician (Medical Director) Job at VitalCore Health Strategies

 ...VitalCore Health Strategies (VCHS), an industry leader in correctional healthcare, has an opening for a Part Time (6-10 hours) Medical Director / Physician at Outagamie and Brown Co Jail. At VitalCore we pride ourselves on retaining and acquiring hardworking ethical... 

Sanford Health

Respiratory Therapist - Bemidji Medical Center - Full Time Straight Nights Job at Sanford Health

 ...nearly 50,000 members of the Sanford Family who are dedicated to the work of health and healing across our broad footprint. Facility:...  ...benefits, and a generous time off package to maintain a healthy home-work balance. For more information about Total Rewards, visit .... 

Lew Thompson & Son, Inc

CDL-A Dedicated Driver - Home Daily Job at Lew Thompson & Son, Inc

CDL-A Dedicated Driver Home Daily $1,400 Weekly Guarantee Home Time: Home Daily Please call for more information! Hiring CDL-A Truck Drivers in the your area. Earn $0.55/mile + $40/load + $1,400 weekly minimum. Running lanes are within a 100 mile air radius. Assigned...