Job Title: Operational Analyst Duration: 6 Months Location: Salt Lake City, UT
Duties: BUSINESS UNIT OVERVIEW 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.
The team is focused on supporting growth and retention of assets through the production of world class bespoke client reports driven by client demands and global market data and performance reporting services. We work in a fast paced/deadline driven environment to deliver a high volume of fund materials and reports on a re-occurring basis to the various distribution channels we support. We strive to build workflows that ensure end to end controls from a data governance perspective to distribution and automation. We provide oversight and validation of how Client's products are reflected on web sites, as well ensure data reported is accurate, timely and complete. Key components to our success are our strong relationships with the following partner teams throughout Client's Sales, Client Relationship Management, Portfolio Management, Technology, Global Consultants, Product Strategy, Legal and Compliance.
PRIMARY RESPONSBILITIES
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: BASIC QUALIFICATIONS
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
PREFFERED QUALIFICATIONS
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
About Us: Established in 2004, SPECTRAFORCE® is one of the largest and fastest-growing diversity-owned staffing firms in the US. The growth of our company is a direct result of our global client service delivery model that is powered by our state-of-the-art A.I. proprietary talent acquisition platform, robust ISO 9001:2015/ISO 27001 certified processes, and strong and passionate client engaged teams. We have built our business by providing talent and project-based solutions, including Contingent, Permanent, and Statement of Work (SOW) services to over 140 clients in the US, Canada, Puerto Rico, Costa Rica, and India. Key industries that we service include Technology, Financial Services, Life Sciences, Healthcare, Telecom, Retail, Utilities and Transportation. SPECTRAFORCE is built on a concept of “human connection,” defined by our branding attitude of NEWJOBPHORIA®, which is the excitement of bringing joy and freedom to the work lifestyle so our people and clients can reach their highest potential. Learn more at: http://www.spectraforce.com
Benefits: SPECTRAFORCE offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program. SPECTRAFORCE provides unpaid leave as well as paid sick leave when required by law.
Equal Opportunity Employer: 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 LOA@spectraforce.com if you require reasonable accommodation.
California Applicant Notice: SPECTRAFORCE is committed to complying with the California Privacy Rights Act (“CPRA”) effective January 1, 2023; and all data privacy laws in the jurisdictions in which it recruits and hires employees. A Notice to California Job Applicants Regarding the Collection of Personal Information can be located on our website. Applicants with disabilities may access this notice in an alternative format by contacting NAHR@spectraforce.com.
LA County, CA Applicant Notice: If you are selected for this position with SPECTRAFORCE, your offer is contingent upon the satisfactory completion of several requirements, including but not limited to, a criminal background check. We consider qualified applicants with arrest or conviction records for employment in accordance with all local ordinances and state laws, including the Los Angeles County Fair Chance Ordinance for Employers (FCO) and the California Fair Chance Act (FCA). The background check assessment will consider whether a criminal history could reasonably have a direct, adverse impact on the job-related safety, security, trust, regulatory compliance, or suitability for this role. Such findings may result in withdrawal of a conditional job offer.
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $23.00/hr.
