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Asset Management Analyst

1 month ago

Salt Lake City, United States PrincePerelson & Associates Full time

Asset Management Analyst – Entry Level

SLC, UT (In-Office) – Relocation required without relocation assistance

$47 to $56k/yr.

Are you seeking to make a significant impact in the finance sector? As an Entry Level Asset Management Analyst, you’ll contribute to ensuring data accuracy and integrity for our prestigious clientele. Our client, a leading firm in the financial services industry, is committed to empowering clients worldwide to achieve their financial goals through excellence and innovation in financial planning, investment management, and comprehensive advice tailored to a diverse range of clients, including ultra-high net worth individuals and corporations.

What is in it for you:

  • Gain experience with a prestigious firm
  • Competitive compensation package with opportunities for an increase based on performance
  • Monday to Friday day schedules
  • Medical benefits
  • PTO

Your Responsibilities

  • Data Integrity Checks: Oversee consolidated reporting platforms, verify vast amounts of data, and conduct regular reconciliations to ensure accuracy.
  • Investigative Expertise: Master complex systems and serve as a subject matter expert for team queries. Provide high-level client service and troubleshoot any concerns effectively.
  • Client Collaboration: Collaborate with clients to provide accurate reporting, join client calls to address questions, and maintain vendor relationships for data quality.
  • Process Improvement: Continuously improve existing processes, develop new procedures, and leverage technology for automation. Collaborate with various teams to implement enhancements.

Basic Qualifications

  • Completed bachelor’s degree required.
  • Minimum 2 years of experience in Operations or related field
  • Strong interpersonal skills and ability to work in a team environment
  • Proficiency in MS Office (Excel/Word/PowerPoint)
  • Strong attention to detail and ability to prioritize tasks

Preferred Qualifications

  • Effective management and leadership skills
  • Strong project management abilities
  • Quick learner with excellent communication skills
  • Understanding of the securities industry and Wealth Management brokerage functions

PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.