Middle Office Analyst
3 weeks ago
Our Client is an important international investment Advisor Company looking for a Middle Office Analyst.
The Middle Office Analyst will play an important role in supporting the Head of the Broker Dealer and Head of Wealth Management at the group's US operations. The analyst will play a key role in supporting the operations of the Broker-Dealer and the registered Investment Advisers.
FunctionsClient account opening (focus on Pershing NETx360)Rebalancing / Order transmission/ execution (OMS)Transfers in/ outFee calculationClient records update and maintenanceClient reporting and statementsInteraction with the custodiansInteraction with advisors and clientsAdvise on international trades trading and settlementsAssist the CCO in daily Compliance tasks and functions such as:
Review account opening documentationReview marketing materials for adherence to regulationLoad and maintain client data into DD systemActivity surveillance: Review and explain exception reports
Perform periodic GAP analysis, policy vs. processGive support in the update of internal policies and procedures,Stay current on regulatory changes and proactively identify how these may affect the CompanyRequirements
2+ years of experience in a financial services firm, with an interest in operations / Middle Office mattersBilingual (English/Spanish) required. Portuguese a plusFINRA SIE or S7 license a plusAbility to understand policies and proceduresGeneral knowledge of compliance concepts
#J-18808-Ljbffr
-
Doral, United States The University of Miami Full timeCurrent Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet. The university of Miami has a great opportunity for a Sr....
-
Analyst, Office of Strategic Management
1 week ago
Doral, United States Women of the Vine & Spirits Full timeAn all-encompassing global membership organization, dedicated to boldly pushing the wine, beer and spirits industry toward a more diverse, equitable and inclusive era that supports business development and innovation, empowering all to thrive. Analyst, Enterprise PMO - Office of Strategic Management What You Need To Know Open your future to incredible career...
-
Financial Analyst
1 week ago
Doral, United States Visa Full timeJob Description Visa is looking for a Financial Analyst to join the LAC Billing Operations team in Miami. Billing Operations is responsible for managing the various billing related systems and ensuring all transactions are processed in a timely and accurate manner. The Financial Analyst is responsible for all aspects of the clients billing and...
-
Conflicts Analyst
1 week ago
Doral, United States Akerman Full timeAkerman LLP, a top 100 U.S. law firm serving clients across the Americas, is seeking a motivated and dynamic individual for the role of Conflicts Analyst in the Conflicts Department. This is an exciting opportunity to work in a fast-paced environment analyzing and researching data associated with potential new business and new employees while contributing to...
-
Analyst, Office of Strategic Management
1 day ago
Doral, United States Women of the Vine & Spirits Full timeAn all-encompassing global membership organization, dedicated to boldly pushing the wine, beer and spirits industry toward a more diverse, equitable and inclusive era that supports business development and innovation, empowering all to thrive. What You Need To Know Open your future to incredible career potential. Work for an industry-leader who invests in...
-
Financial Analyst
2 weeks ago
Doral, United States Staff Financial Group Full timeJunior Financial Analyst - Miami, FL Who: Strong Stable Manufacturing Organization What: Senior Financial Analyst When: Immediate Need Where: Miami, FL Why: Newly created position Salary: Base up to $65k Office Environment: Hybrid Position Overview The Financial Analyst will analyze past financial performance to predict future performance and to advise...
-
Senior Analyst, Sales
1 week ago
Doral, United States Rocket Talent Inc Full timeSr Analyst, Sales Miami, FL | Austin, TX | Irvine, CA Full Time Summary of Position: The Sr Analyst Digital, supporting Lennar's Sales and Nurture Analytics initiatives. The incumbent is an experienced strategic analyst with deep experience in sales, email, text, and testing analytics. The individual plays a key role in growing and sustaining a world-class...
-
Senior Analyst, Sales
1 day ago
Doral, United States Rocket Talent Inc Full timeSr Analyst, Sales Miami, FL | Austin, TX | Irvine, CA Full Time Summary of Position: The Sr Analyst Digital, supporting Lennar's Sales and Nurture Analytics initiatives. The incumbent is an experienced strategic analyst with deep experience in sales, email, text, and testing analytics. The individual plays a key role in growing and sustaining a world-class...
-
Analyst, Enterprise PMO
2 weeks ago
Doral, United States Southern Glazer's Wine and Spirits Full time**What You Need To Know** Open your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer's Wine & Spirits is North America's preeminent wine and spirits distributor, as well as a family-owned, privately held company with a 50+ year legacy of success. We were named by Newsweek as a Most Loved...
-
Project Controls Analyst
1 month ago
Doral, United States Lemartec Corporation Full timeOverview The Project Controls Analyst is responsible for assisting their assigned Project Manager in the planning, cost control, management direction, project completion, client satisfaction, and financial success of assigned projects. The Project Controls Analyst will be required to assist their assigned Project Manager in coordinating all contractual...
-
Project Controls Analyst
1 day ago
Doral, United States Lemartec Corporation Full timeOverview The Project Controls Analyst is responsible for assisting their assigned Project Manager in the planning, cost control, management direction, project completion, client satisfaction, and financial success of assigned projects. The Project Controls Analyst will be required to assist their assigned Project Manager in coordinating all contractual...
-
Analyst - Crossover Equity Investor
3 weeks ago
Doral, United States Starwood Capital Group Full timeAs the crossover equity financial analyst, you will play a pivotal role in steering our public market and late-stage private market strategy. Reporting directly to the Head of Investments for the Family Office, you will leverage your expertise in the public markets to identify existing public companies and pre-IPO opportunities with a focus on the consumer /...
-
Analyst - Crossover Equity Investor
2 days ago
Doral, United States Starwood Capital Group Full timeAs the crossover equity financial analyst, you will play a pivotal role in steering our public market and late-stage private market strategy. Reporting directly to the Head of Investments for the Family Office, you will leverage your expertise in the public markets to identify existing public companies and pre-IPO opportunities with a focus on the consumer /...
-
Logistics Analyst
2 weeks ago
Doral, United States Ascendo Resources Full timeExciting Opportunity for a Logistics Analyst ! Embark on an incredible journey with a company that's on an upward trajectory in the water treatment chemical and swimming pool industry. A well established and flourishing organization under a legacy of dedicated leadership, we are in search for a Logistics Analyst in the Corporate Transportation Department....
-
Supply Chain Analyst
1 month ago
Doral, United States CAREERXCHANGE Full timeJob Description Job Description About the Company: Our client is a leading provider of comprehensive solutions for the food service industry. Their offerings include supply chain management, procurement services, and logistical support tailored to the unique needs of restaurants and hospitality businesses. With a focus on efficiency, quality, and customer...
-
Supply Chain Analyst
2 days ago
Doral, United States CAREERXCHANGE Full timeJob Description Job Description About the Company: Our client is a leading provider of comprehensive solutions for the food service industry. Their offerings include supply chain management, procurement services, and logistical support tailored to the unique needs of restaurants and hospitality businesses. With a focus on efficiency, quality, and customer...
-
BSA Compliance Analyst
1 week ago
Doral, United States BritePros Medical Staffing Full timeBSA Compliance Analyst – Miami, FL – Job # 3325 Who We Are: The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!...
-
Senior Financial Analyst
3 weeks ago
Doral, United States Career Staffing Talent Full timeCareer Staffing Talent (CST) is working with a Miami/Fort Lauderdale Am Law 200 firm to recruit a Senior Financial Analyst for its downtown Miami office. The position will support the firm across its multiple offices and work closely with the Finance department. The position is full-time in-office, M-F. Compensation is market (DOE) . The benefits are...
-
Service Desk Analyst
2 days ago
Doral, United States RPL International Full time### Job Title: Service Desk Analyst **Overview:** Seeking a Service Desk Analyst to handle customer incidents and requests efficiently, log and track issues, and ensure a high-quality support experience. **Responsibilities:** - Address and resolve customer incidents promptly. - Log incidents in the service desk software. - Troubleshoot software and...
-
Sr Revenue Management Analyst II
4 days ago
Doral, United States Royal Caribbean Group Full timeJourney with us! Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation and benefits package, and excellent career development opportunities, each offering unique ways to explore the world. The Royal Caribbean Group's Royal Caribbean International brand...