SMA Operations Associate Job at Social Capital Resources, New York, NY

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  • Social Capital Resources
  • New York, NY

Job Description

Top-Tier Fund in Manhattan is seeking an SMA Operations Associate for a permanent position!

Responsibilities:

  • Play an integral role in servicing our Separately Managed Account (SMA) business, providing the highest quality support relating to new accounts supervision, and delivering “best in class”
  • Managing daily queues for new account restrictions, transfer in-kinds, state preference, strategy changes and work with Account Managers to resolve any issues
  • Reviewing daily reconciliation files for firm’s internal accounting system and communicating with back office for processing
  • Researching account breaks and working with back office to reconcile account discrepancies in a timely manner
  • Responding to daily inquiries from other internal firm’s departments regarding SMA accounts
  • Monitoring daily account freeze notifications, proxy meetings, claim reports and escalate issues to the appropriate internal teams as needed

Qualifications:

  • Bachelor’s Degree
  • 3+ years of relevant experience
  • Excellent computer skills (including Microsoft Office); proficiency with excel spreadsheets (e.g., working with large data files, pivot tables and preparing summary schedules for presentations).

Job Tags

Permanent employment,

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