Temp | Fin Contingent | Business Analyst | Level 3(USD)

4 weeks ago


Greenville, South Carolina, United States Eteam Full time

Pay Range- $24.00- $25.00

*This role is on-site*

*Interviews will be one round of video conference*

BACHELOR'S DEGREE REQUIRED

DESCRIPTION

*** is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. *** can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Position Summary:

This position will support over 800 external Investment Advisors within the Consulting Group division of Wealth Management. The person will be responsible for data feed set-up and ongoing maintenance, onboarding new users, review of user entitlements, and assisting with oversight functions for the Separately Managed Account (SMA) and Unified Managed Account (UMA) programs. This person will act as an intermediary between Financial Advisors and external Investment Advisors to communicate policies and procedures. This person will be tasked with maintenance of a proprietary database and the quarterly manager profile/survey process. This includes aggregating and maintaining monthly performance for Separately Managed Accounts (SMA), mutual funds, and ETFs for the Advisory business within Wealth Management. As a Specialist, you will assist in problem solving, researching, and fielding questions on proprietary applications leveraged by Investment Advisors within ***'s Separately Managed and Unified Managed Account programs.

Responsibilities:

• Train new Investment Advisors on all *** support applications including the processing of trading, and corporate actions and operational activities

• On boarding new external users to *** proprietary applications

• Communicate between Investment Advisors, support desk, and Financial Advisors on policies and procedures

• Setup of products to be used within the Wealth Management Advisory program

• Assist in testing and UAT efforts for all enhancements to systems utilized by Investment Advisors

• Set-up Investment Advisors so they can receive daily downloads for reconciliation purposes

• Monitor daily reports that provide oversight of the SMA program

• Act as a liaison between the external Investment Advisors and the Corporate Action department for reorganizational offers

• Maintain internal proprietary database used to generate manager profiles and performance for the Advisory platform

• Collect survey responses from Investment Advisors on a quarterly basis and generate performance profiles

• Provide quarterly oversight to the posting and validation of the manager profiles

Knowledge and Skills Required:

• Bachelor's Degree in Finance or similar concentration required

• 2-3 years of relevant work experience

• Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment

• Ability to manage multiple priorities, work in a fast-paced environment, and meet deadlines

• Ability to communicate effectively in both verbal and written formats, as well as interact cohesively with all levels of personal, both inside and outside the firm

• Excellent problem-solving skills

• Time management and organizational skills

• High level of accuracy

• Attention to detail

• Keep current on all policy and procedural changes

• Higher level of expertise with Excel, PowerPoint, and Word



  • Greenville, South Carolina, United States TD Bank Group Full time

    Work Location: United States of America Hours: 40 Pay Details: $86,840 - $130,000 USD TD is dedicated to ensuring fair and equitable compensation for all employees. The salary range for this position considers various factors that influence compensation decisions. The actual base pay offered may differ based on the candidate's skills, experience, job-related...


  • Greenville, South Carolina, United States TD Bank Group Full time

    Job DescriptionJob Summary:The Commercial Credit Risk Analyst III is responsible for analyzing and underwriting commercial loan applications, ensuring compliance with established underwriting guidelines, quality and production guidelines, as well as Federal Banking Regulations and Government Reporting requirements.Key Responsibilities:Analyzes financial...


  • Greenville, South Carolina, United States Infinity Marketing Solutions Inc Full time

    Job OverviewPosition SummaryAs a Data Analyst at Infinity Marketing Solutions Inc, you will be instrumental in developing, managing, and optimizing Tableau dashboards while enhancing internal workflows and analytics methodologies across various teams. Your role will involve crafting a data strategy that aligns with measurement goals and producing interactive...


  • Greenville, South Carolina, United States Godlan Full time

    Job Description**Senior Business Consultant Role at Godlan, Inc.**Godlan, Inc. is seeking a highly skilled Senior Business Consultant to join our team. As a Senior Business Consultant, you will be responsible for providing billable business consulting and training services to customers in support of their CloudSuite Industrial (SyteLine) system.**Key...

  • Sr Business Analyst

    4 weeks ago


    Greenville, South Carolina, United States Thermo Fisher Scientific Full time

    Work ScheduleOtherEnvironmental ConditionsOfficeJob DescriptionJob Title: Senior IT Business AnalystRequisition ID: When you're part of the team at Thermo Fisher Scientific, you'll do important work, like helping customers in finding cures for cancer, protecting the environment or making sure our food is safe. Your work will have real-world impact, and...


  • Greenville, South Carolina, United States Truist Financial Corporation Full time

    Position Overview:This is an entry-level analyst position focused on Treasury management and operational responsibilities. The role includes the reconciliation of the MEBS COBRA bank account and providing essential support to the Treasury Analyst II and various internal clients.Key Responsibilities:1. Assist in the management of Treasury operations.2....


  • Greenville, South Carolina, United States McGriff Insurance Broker Full time

    Position Overview:This is an entry-level analyst position focused on Treasury management and operational functions. The role involves the reconciliation of the MEBS COBRA bank account and providing essential support to the Treasury Analyst II as well as other internal stakeholders.Key Responsibilities:1. Assist in Treasury management tasks and operational...


  • Greenville, South Carolina, United States Truist Financial Corporation Full time

    Position Overview:This is an entry-level analyst position focused on Treasury management and operational tasks. The role involves the reconciliation of the MEBS COBRA bank account and providing essential support to the Treasury Analyst II and various internal stakeholders.Key Responsibilities:1. Assist in the management of Treasury operations.2. Perform...


  • Greenville, North Carolina, United States Centric Business Systems Full time

    Job SummaryCentric Business Systems is seeking a highly motivated and results-driven Sales Professional to join our team. As a Business Development Representative, you will be responsible for selling business technology solutions to new and existing customers.Key ResponsibilitiesProspect and cold call potential customers to identify business needs and...


  • Greenville, South Carolina, United States Centric Business Systems - powered by UBEO Full time

    Job SummaryCentric Business Systems - powered by UBEO is seeking a highly motivated and results-driven Sales Representative to join our team. As a Sales Representative, you will be responsible for selling business technology solutions to new and existing customers within an assigned territory.Key ResponsibilitiesSales and Business Development: Develop and...


  • Greenville, South Carolina, United States Canal Insurance Company Full time

    About Canal InsuranceCanal Insurance Company specializes in insurance for commercial trucking and specialty transportation operations. Canal was founded in 1939 and is located in Greenville, South Carolina. At Canal, we recognize that our success would not be possible without the hard work and dedication of our employees. We know that happiness and...


  • Greenville, South Carolina, United States Lockheed Martin Corporation Full time

    Job Summary:The Lockheed Martin Corporation is seeking a highly skilled F-16 Production Technician - APG Level 3 to join our team in Greenville, SC. As a key member of our production team, you will be responsible for inspecting, troubleshooting, repairing, overhauling, and modifying aircraft systems and powerplants in accordance with established written...

  • System Analyst

    3 months ago


    Greenville, South Carolina, United States Elajika Inc Full time

    Job Title System Analyst Interview Mode Phone+ Skype Location Greenville South Carolina Contract 06+ MonthsShare your Resumes to .comAnd you can reach me at Description Should be focused on the business process side and be able to give advice on things that pertain to that Need a system analyst that has a solid healthcare background.


  • Greenville, South Carolina, United States KYOCERA AVX Components Corporation Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at KYOCERA AVX Components Corporation. As a key member of our finance department, you will be responsible for administering financial programs and activities, performing financial and production analysis, and preparing annual budgets and forecasts.Key...


  • Greenville, South Carolina, United States Spherion Full time

    Job OverviewPosition Title: Senior Credit Risk AnalystCompensation: $32/hr to $33/hrWork Arrangement: Hybrid Role - Remote on Mondays and Fridays; In-office Tuesday to ThursdayEmployment Type: Temporary to PermanentLocation: Candidates must be based in Greenville, SCReporting Structure: Reports directly to the Credit ManagerPosition SummaryThe Senior Credit...


  • Greenville, South Carolina, United States Advance America Cash Advance Full time

    **Drive Business Excellence**As a Business Operations Analyst at Advance America Cash Advance, you will be responsible for driving research, analysis, and strategy implementation to optimize business operations.**Key Responsibilities:**Conduct in-depth research to identify areas for improvement in business operationsDevelop and implement strategies to...


  • Greenville, South Carolina, United States McGriff Insurance Services Full time

    KEY RESPONSIBILITIES Below is a summary of the primary functions associated with this role. Additional tasks may be assigned as necessary. 1. Conducts monthly account reconciliations and prepares cash ledgers for client accounts, collaborating with internal partners to address any reconciliation discrepancies. 2. Manages daily cash operations for the...

  • Sales Consultant

    13 hours ago


    Greenville, South Carolina, United States 3 Day Blinds (Sales) Full time

    About 3 Day Blinds (Sales)We are a national retailer and manufacturer of quality, custom-made blinds, shades, draperies, and shutters. As a member of the Hunter Douglas family of brands, we pride ourselves on creating a culture of learning and opportunity, where our team members can feel passionate and connected to their work every day.Job SummaryWe are...


  • Greenville, South Carolina, United States Jobot Full time

    Job Overview:We are seeking a talented and experienced Senior Financial Analyst to join our dynamic team at Jobot. This is an exceptional opportunity to contribute to a rapidly expanding Engineering firm with a global presence.Why Work With Us?We offer a comprehensive benefits package that includes:- Paid Time Off (PTO)- 401k Employer Match- Bonus...

  • Root Cause Analyst

    3 weeks ago


    Greenville, South Carolina, United States Thermofisher Scientific Full time

    Work Schedule First Shift (Days) Environmental Conditions Adherence to all Good Manufacturing Practices (GMP) Safety Standards, Cleanroom: no hair products, jewelry, makeup, nail polish, perfume, exposed piercings, facial hair etc . allowed, Cold Room/Freezers -22degrees, Fluctuating Temps hot/cold, Office, Some degree of PPE (Personal Protective Equipment)...