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Investment Operations Analyst

Company: Savant Capital Management
Location: Rockford
Posted on: January 15, 2020

Job Description:

Savant offers a comprehensive benefits package and a culture of respect, appreciation and teamwork. Job Summary The Investment Operations Analyst is responsible for maintaining accurate portfolio data, answering staff and client data related questions, fulfilling reporting requests, and assisting with billing and various data projects as needed. Duties and Responsibilities The Investment Operations Analyst can expect to focus in the following areas: --- Troubleshoot portfolio data related issues and make decisions on best solution to resolve --- Coordinate with our portfolio management system support team or internal staff when necessary to maintain accurate portfolio data --- Monitor and correct for cost basis discrepancies between the custodian and our systems --- Create transaction history for manually maintained accounts --- Setup new client accounts and groupings accurately and in a timely manner --- Assist with client billing and quarterly performance reporting --- Process internal and external client requests in a timely manner --- Document and maintain policies and procedures related to processes performed --- Provide feedback on systems and processes to facilitate continuous improvement --- Assist with department projects including migrations and integrations --- Maintain team approach by assisting and filling in for others --- Diagnose, solve, and explain data discrepancies that are brought to our attention through various audits --- Perform other duties as requested The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Qualifications The Investment Operations Analyst position typically requires the following qualifications: --- Bachelor's Degree in finance, accounting, economics, mathematics or related field from an accredited college or university preferred. --- 1-3 years proven employment success --- Proficiency with Microsoft Word, Excel, and Outlook required; investment and reporting software experience preferred --- Strong analytical and financial skills --- Detail-oriented with a high degree of accuracy --- Strong problem solving and organizational skills --- Excellent communication skills --- Client first attitude --- A team player, collaborative, able to work with and through others Any combination of equivalent education and work experience will be considered. Savant Capital, LLC is an Equal Opportunity EmployerKeywords:Finance, Accounting, Detail oriented, computer savy, problem solving, investments, portfolio accounting

Keywords: Savant Capital Management, Rockford , Investment Operations Analyst, Professions , Rockford, Illinois

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