Job Title: AWM - Operations – PWM Products and Pricing Team – Analyst
Duration: 6 months
Location: Salt Lake City, UT, 84101

Summary:

• Our team is seeking a professional who is looking to collaborate with other partners in the firm to ensure the accuracy and integrity of product and pricing data in the Private Wealth Management systems and provide subject matter expertise on product offerings.
• 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.

Scope:

• The Products & Pricing team works closely with Private Wealth Management Business, Compliance, Technology, and other Operations teams globally to maintain firm-wide relationships and safeguard the integrity of product data in PWM systems.
• The role also covers creating and maintaining product classifications, setting up tracking benchmarks for investment strategies, and monitoring pricing and valuation flows within PWM systems. 

Job Duties:

• Prepare to gain a comprehensive understanding of the dynamics of product data in the PWM systems.
• Apply your quantitative skills as you conduct root cause analysis and resolution for product and pricing exceptions.
• Showcase your client service skills as you partner with PWM Business to ensure client's reporting and fiduciary responsibilities needs are being met in a timely and satisfactory manner.
• Liaise with PWM Compliance, Technology, and other Operation teams to ensure accurate product and pricing data are reported on the PWM Desktop, and monthly client brokerage statements.
• 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.
• Strong communication and interpersonal skills.
• Proven analytical and problem solving ability.
• 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.

Must Haves:

• Previous Operations experience.

Education:

• Bachelor's degree (preferred).

 

About Us: SPECTRAFORCE is one of the fastest-growing workforce solutions firms in the United States. As a diversity-owned business, we place human connection at the heart of everything we do, building strong relationships with both clients and candidates to fill roles successfully. Our teams in North and Central America and India serve more than 150 Fortune clients globally, leveraging custom AI technology to provide direct hire, executive search, nearshoring, offshoring, and project staffing solutions.
 
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.