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Asset & Wealth Management Analyst

2 months ago

Salt Lake City, United States Strategic Staffing Solutions Full time

Job Title: Asset & Wealth Management Analyst – Hiring FAST
Location: Salt Lake City, UT
Pay Rate: $22-23/HR on W2 Only – NO C2C
Setting: Onsite Required (Hybrid/Remote is NOT an Option)
Duration: 6+ months.


***WE DO VISA TRANSFERS***


Required Qualifications:



• Business / commerce degree from recognized institutes with an exposure in Finance
• Experience with client reporting
• Knowledge of Asset Management business and Financial Services industry
• Demonstrate strong communication and interpersonal skills both written and oral
• Very strong financial risk awareness
• Strong analytical and logical skills
• Ability to multi-task and meet multiple deadlines
• Proficient in Microsoft Office, specifically Excel and PowerPoint.
• NICE TO HAVE: Business Intelligence Tools like Alteryx, Tableau, QLIK, Nprinting, etc.
Responsibilities:



• Holistic ownership and understanding of client reporting requests to meet our clients and investors needs and obligations
• Ensure data accuracy in the reports we provide to clients and create a controlled environment for investment management process
• Preparation and delivery of client reports and fund materials that is accurate, timely and complete
• Apply process reengineering methodologies to create efficiencies and automation opportunities in executing the team strategy and tactical solutions
• Takes responsibility for maintaining and continuously improving fund materials that are both channel and product-specific
• Actively seeks to drive business results by identifying opportunities to strengthen our internal controls for client reporting and products
• Liaises with product management teams to communicate product data in fund materials and institutional client reports.
• Liaises with different internal groups, of all levels, including sales/marketing, client relationship management, Technology and compliance to meet our reporting obligations
• Executes independent projects to automate deliverables and enhance team efficiency.
“Beware of scams. S3 never asks for money during its onboarding process.”