Institutional Oversight Specialist

1 week ago


Dallas, Texas, United States Paladin Consulting, Inc Full time
Job Title: Institutional Oversight Analyst

We are seeking a highly skilled Institutional Oversight Analyst to join our team at Paladin Consulting, Inc. in Dallas, TX.

Job Summary:

The Institutional Oversight Analyst will be responsible for coordinating client events and issues across all operations teams and business partners, and acting as a single point of contact for client operations. This role requires strong communication and interpersonal skills, as well as the ability to work collaboratively with internal and external parties.

Key Responsibilities:
  • Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity.
  • Liaise with client's appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries.
  • Ensure accounting data accuracy and provide accounting policy oversight in order to create a controlled environment for investment management process.
  • Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact.
  • Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate.
Requirements:
  • Bachelor's degree
  • Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
  • Strong communication and interpersonal skills
  • Ability to work collaboratively with internal and external parties
Preferred Qualifications:
  • Previous experience in Operations and/or Financial Services industry- Relevant work experience of 1-2 years
  • Demonstrate ability to partner across product groups, regions and functional responsibilities.
  • Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions

Paladin Consulting, Inc. is an EEOC employer.



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