Title: Investment Analyst
Location: Indianapolis, IN 46204
Duration: 6+ Months
Working model: Training will be completed onsite then hybrid schedule 3 days in office 2 days WFH per week
Pay Rate Range: $28-$35/hr on W2
Description:
Job Summary:
Essential Duties And Responsibilities
We currently have an opportunity in our Investment Operations Department for an Analyst who will be responsible for processing account transactions and reconciliations, generating reports, and acting as liaison for internal and external contacts.
This position will also support day-to-day resolution of complex problems and be involved in process improvement projects. Additional responsibilities and projects will be assigned commensurate with demonstrated competency of previous assignments.
Supports day-to-day resolution of complex investment accounting problems and transaction processing and is responsible for the client portfolio reconciliation processes.
Assists with administration of portfolio accounting system.
Interprets and analyzes information and prepares reports for management
Resolves issues quickly with a sense of urgency.
Leads small to medium sized projects with varied levels of complexity.
Identify opportunities in processes and recommend improvements
Manages and builds relationships as both and internal external liaison.
Balances conflicting resource and priority demands.
Performs other duties and responsibilities as assigned
Skills: Requirements
Possess strong analytical skills
Be able to multi-task
Be self-motivated, have natural curiosity
Work well in team environment
Exhibit excellent interpersonal skills
Involvement in process improvement projects
Preferences :
Experience with fixed income securities
Experience with derivative securities
Experience with non-USD securities
Familiarity with SWIFT
Skills:
Portfolio accounting systems and databases.
Strong Excel skills.
Communicating effectively in both oral and written communications.
Demonstrating uncompromising adherence to ethical principles.
Preparing analyses and information reports for management.
Abilities
Analyze problems and develop creative solutions.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Provide efficient service to internal and external clients.
Partner and collaborate and work in a team environment.
Foster a cooperative work environment and partner with other functional areas to accomplish objectives.
Attend to detail while maintaining a big picture orientation.
Minimum of a Bachelor's degree in Accounting, Finance, or related degree and three (3) years of relevant experience or combination of education, training and experience.
...Job Responsibilities: Data Entry: The role involves significant data entry tasks, handling utility outreach, and prioritizing incoming... ...meetings. Candidate Background: The role is open to entry-level candidates with one to three years of work experience and a bachelor...
..., Crossfunctional teams, Vendors and Integration partners. Process knowledge and application understanding of Veeva Align, Veeva CRM, Salesforce is a must with knowledge on Veeva Vault, Network and Nitro considered as added skillsets. Candidate should be proficient...