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

18 Wheels USA

CDL A Truck Driver Regional Job at 18 Wheels USA

 ...Looking for a stable trucking job with consistent miles and strong pay ? 18 Wheels USA is hiring CDL-A truck drivers for reliable freight and home time you can count on. Whether youre a recent CDL graduate or an experienced driver , we have the opportunities... 

Tactile Medical

Patient Education Consultant Job at Tactile Medical

Overview: The Patient Education Consultant is responsible for conducting demonstrations and trainings with current and potential Tactile Medical patients on our products in their assigned area. This position will build strong rapport with the patient through introduction... 

SCA Health

Associate Director Finance Job at SCA Health

 ...candidates located in Alabama, Tennessee, Texas, North Carolina, Florida, and Georgia due to the market the Associate Director of Finance will support. Reporting to the Sr. Director of Financial Operations with a dotted line to the Director of Operations, the... 

Razzino Associates-Kevin J. Collins

Accounting Manager Job at Razzino Associates-Kevin J. Collins

Job Title: Accounting Manager Job Details: Our client, who provides quick and secure access to working capital for businesses looking...  ...to build a strong team as accounting services are currently outsourced, you are capable of clear communications especially with Senior... 

Korn Ferry

Production Supervisor (weekend shift) Job at Korn Ferry

 ...available! Compensation: $75,000-85,000 (+ 7.5% bonus) \ Weekend Shift: 2 available schedules: 6:00 am-6:00 pm, Friday,...  ...maintain high levels of employee engagement. Identify, lead, and drive opportunities around equipment and/or methods to improve overall...