Investment Operations Specialist
1 week ago
We are seeking a highly skilled Investment Operations Analyst to join our team at STP Management Corporation Inc.
Job Summary:
The Investment Operations Analyst will be responsible for servicing clients with their account needs, managing day-to-day middle office operational deliverables, and designing and implementing complex workflows to drive operational controls and produce excellent client satisfaction results.
Key Responsibilities:
- Service clients with account-related tasks, issues, or problems
- Manage day-to-day middle office operational deliverables, including trade operations, portfolio accounting, pricing, corporate actions, performance calculations, reconciliations, transactions, and holdings reconciliation
- Design and implement complex workflows to drive operational controls and produce excellent client satisfaction results
Requirements:
- Strong technical competency within the Institutional middle office space
- Solid understanding of the investment management output expected from our clients and their end-Institutional clients
- Solid understanding of the daily investment process, data flows, and linkages across a global operating model
- Excellent organizational skills and attention to detail
- Strong written and verbal communication skills
- Customer/client focus and high level of service
- Time management and ability to prioritize
- Proven collaboration and teamwork skills
Preferred Education and Experience:
- Experience using portfolio accounting software such as Eagle and Advent
- Data conversion, configuration, and client onboarding experience preferred
Company Overview:
STP Management Corporation Inc. is a collaborative partner providing scalable and transparent front, middle, and back-office solutions to investment managers, funds, and plan sponsors. We offer a range of services for the asset management industry, with capabilities to process all asset classes and meet ever-evolving business requirements.
Benefits:
- Competitive compensation plus a performance bonus
- Unlimited PTO in addition to your birthday as a free day off
- 10 Paid Holidays
- Strong 401k Matching program
- Hybrid work schedule
- Competitive health benefits (Medical, Vision, Dental, Life, and Disability Insurance)
- Volunteer Time Off (VTO). We pay you to do good in your community
- Strong growth and advancement opportunities
- Highly subsidized Medical/Dental/Vision/Disability Insurance benefits
- Employee Assistance Program
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