Title: Operations Analyst

Duration: 6 months

Location: Salt Lake City, UT ,84101

Summary

• The Institutional and Fund Reporting team sits within the Asset Management Division and has primary responsibility for all aspects of executing a strategic and centralized approach to reporting across the division.

• This includes preparing customized reports for our Institutional clients and coordinating the collection, packaging and delivery of mutual fund and composite data to fund investors and regulatory bodies, as well as commentary, for internal and external clients and financial data providers.

• The team partners with multiple stakeholders in the Asset Management Division (AMD) to meet our client needs when it comes to reporting.

• This involves working in collaboration with multiple teams across the division from the time we onboard a client and/or launches a new fund throughout the lifecycle of the mandate or pooled vehicle in every asset class

   

   

   Duties:

• Holistic ownership and understanding of client reporting requests to meet our clients and investors needs and obligations

• Ensure data accuracy in the reports we provide to clients and create a controlled environment for investment management process

• Preparation and delivery of client reports and fund materials that is accurate, timely and complete

• Apply process reengineering methodologies to create efficiencies and automation opportunities in executing the team strategy and tactical solutions

• Takes responsibility for maintaining and continuously improving fund materials that are both channel and product-specific

• Actively seeks to drive business results by identifying opportunities to strengthen our internal controls for client reporting and products

• Liaises with product management teams to communicate product data in fund materials and institutional client reports.

• Liaises with different internal groups, of all levels, including sales/marketing, client relationship management, Technology and compliance to meet our reporting obligations

• Executes independent projects to automate deliverables and enhance team efficiency.

   

   

Skills:

• Demonstrate strong communication and interpersonal skills both written and oral

• Strong sense of attention to details

• Very strong financial risk awareness

• Strong analytical and logical skills

• Forward thinking, with the ability to assert new ideas and follow them through

• Ability to multi-task and meet multiple deadlines

• Be highly collaborative and team-oriented

• Proficient in Microsoft Office, specifically Excel and PowerPoint

   

   

Preferred Skills:

• Business Intelligence Tools like Alteryx, Tableau, QLIK, Nprinting, etc.

• Business / commerce degree from recognized institutes with an exposure in Finance

• Experience with client reporting

• Knowledge of Asset Management business and Financial Services industry

   

   

Education:

• Bachelors / Undergraduate degree required (BA, BS, BBA, B.Com or equivalent)

   

SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at nahr@spectraforce.com if you require reasonable accommodation.