Title: AWM - Operations - PWM Product Data & Performance - Analyst
Duration: 6 months
Location: Salt Lake City, UT, 84111

Summary:

• Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world.
• In addition, Operations provides essential risk management and control to preserve and enhance the firm’s assets and its reputation.
• For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.
• The Performance team works closely with Private Wealth Management Business, Compliance, Technology, and other Operations teams globally to maintain firm-wide performance data.
• The team is responsible for ensuring performance figures are accurate and implementing solutions to correct returns when necessary.
• Additionally, team members are the primary point of contact for global PWM performance questions.

Job Duties:

• Prepare to gain a comprehensive understanding of various performance methodologies and calculations in the PWM systems, including time-weighted return, internal rate of return and investment result performance reporting.
• Apply your quantitative skills as you conduct root cause analysis, probability theories, and drive resolution for performance return discrepancies.
• Showcase your client service skills as you partner with PWM Business to ensure client’s performance needs are being met in a timely and satisfactory manner.
• Leverage your risk-management skills to successfully adhere to current controls while identifying areas where additional controls could be put in place.

Basic Qualifications:

• Bachelor's degree.
• Proven analytical and problem solving ability.
• Quantitative skills to understand complex calculations.
• Strong communication and interpersonal skills.
• Ability to multi-task and prioritize accordingly.
• MS Office (Excel/Word/PowerPoint) proficiency.
• Ability to work effectively in a team environment.
• Ability to work independently and as a self-starter, as appropriate.
• Strong control focus and attention to detail.

Preferred Qualifications:

• Previous Operations experience.
• STEM background.
• Understanding of various performance methodologies.

 
 
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.