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Portfolio Analyst

2 months ago

Boston, United States Strategic Staffing Solutions Full time

Senior Portfolio Analyst - W2 ONLY NO THIRD PARTY

Hybrid, minimum 2-days a week in the office - LOCAL CANDIDATES TO THESE MARKETS

Office locations include: downtown Boston, downtown San Francisco, or Walnut Creek, CA

6 months contract to hire - W2 ONLY – W2 Rate - $60-62/hr


Joint the Portfolio Accounting Team Seeking Analysts with the following experience – 2 positions open


Required

  • 7+ years of experience in portfolio accounting, investment operations or related operations experience
  • A track record of identifying and implementing improvements, including controls to mitigate risk, is considered a strong plus.
  • Must have reconciliation experience and have experience working with data within fixed income, equities, bonds, stock, derivatives and investment tools. Responsible for partnering with Traders/Brokers supporting data input, calculations, reporting, cash flow reports, etc.
  • In addition, candidate must have proven leadership skills and demonstrate a willingness to lead teams and projects. These are independent and Senior level resources
  • Must have Strong attention to detail and accuracy
  • Demonstrated time management, analytical and organizational skills.
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
  • Experience with AT LEAST ONE: Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO) and SS&C Recon.


Ideal candidates will have:

  • Experience in other mid- and back-office roles including trade support, performance, portfolio operations, and client administration
  • Advanced experience with Excel and MS Access