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Senior Portfolio Analyst Contract Strategic Staffing SolutionsBoston/San Francisco/Walnut Creek 5 days ago
2 months ago
Senior Portfolio Analyst
Hybrid, minimum 2-days a week in the office.
Office locations include: downtown Boston, downtown San Francisco, or Walnut Creek, CA
6 months contract to hire – W2 ONLY – W2 Rate – $60-62/hr
Join the Portfolio Accounting Team Seeking Analysts with the following experience – 2 positions open
Required
7+ years of experience in portfolio accounting, investment operations or related operations experience A track record of identifying and implementing improvements, including controls to mitigate risk, is considered a strong plus. Must have reconciliation experience and have experience working with data within fixed income, equities, bonds, stock, derivatives and investment tools. Responsible for partnering with Traders/Brokers supporting data input, calculations, reporting, cash flow reports, etc. In addition, candidate must have proven leadership skills and demonstrate a willingness to lead teams and projects. These are independent and Senior level resources Must have Strong attention to detail and accuracy Demonstrated time management, analytical and organizational skills. Ability to articulate issues, risks, and proposed solutions to various levels of staff and management. Experience with one or all: Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO) and SS&C Recon.Ideal candidates will have:
Experience in other mid- and back-office roles including trade support, performance, portfolio operations, and client administration Advanced experience with Excel and MS Access Job ID: JOB-236548
Publish Date: 24 Jul 2024
Tagged as: Senior Portfolio Analyst
