AWM - Operations - PWM Ops Managed Account Svs - AnalystPay Rate: $23/hrWork Location: 111 South Main Street, Salt Lake CityYOUR IMPACTAre you looking to apply your skills in the wealth advisory business and work with internal and external portfolio managers across a variety of investment products? Our Managed Account Services team is seeking a professional who is looking to collaborate with portfolio managers, PWM Teams and across related teams to support the PWM managed account program.OUR IMPACTOperations 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 analyst/associate will liaise with PWM teams, internal and external portfolio managers, Compliance, and numerous teams within Operations to setup and maintain managed accounts. The analyst/associate will oversee account setup, transaction processing, position and activity reconciliation, account status and attribute maintenance, and account terminations with the portfolio managers. Other duties include tax harvesting, launching new separate account strategies, and assisting with ADV mailing for external portfolio managers.HOW YOU WILL FULFILL YOUR POTENTIAL. Assist PWM Teams and clients with investments in managed accounts. Coordinate across portfolio managers on fundings, withdrawals, trading requests and account attribute changes. Perform position and activity reconciliations to mitigate risk. Mitigate risk across the managed account platform designing process improvements Enable Skills-Based Hiring No 
 
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: $ 7.25/hr.