Operations Associate

2 months ago


Madison, United States Madison Investments Full time

We are currently seeking a detail-oriented, process driven professional to join our Operations team at Madison. The Operations Associate will learn all aspects of the Operations Department from account setup to trade settlement and reconciliation. This person should be interested in expanding their knowledge of the financial industry and must be able to work collaboratively with others.


Duties

·        Assist the Operations Department in completing operational tasks in a timely manner

·        Back-up and assist in post-trade functions, which requires communicating trade information to trading departments throughout the day

·        Develop the necessary skills to provide assistance and backup for Operations staff such as opening new accounts; posting cash flows and other transactions; reconciling client accounts to custodial data

·        Assist the Performance Analyst in Performance Composite maintenance

·        Assist in Special Performance and Operational Projects


Required Qualifications:

  • Bachelor’s degree preferred
  • 1 year of working experience and/or knowledge of the investment industry is preferred, but not required
  • Excellent interpersonal, communication, and customer service skills
  • Excellent organizational, time management, and problem-solving skills
  • Strong computer, software and internet navigation skills; proficiency in Microsoft Excel
  • Ability to work independently and as part of a team, and to exercise flexibility, initiative, good judgment and discretion
  • Willingness to learn new things and implement process improvements


Benefits

·        Comprehensive Benefits: health insurance, profit sharing and 401k match

·        Company Culture: collaborative, team-oriented, fast-paced, challenging and innovative


Applicant should submit a cover letter and resume to jobs.ops@madison.com



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