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DescriptionPlease email Ren at ren.friedman@roberthalf.com with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below.Exciting opportunity to join a fast growing RIA as its Investment Operations Analyst. The firm is adding to their staff and looking for an entry level Investment Operations Analyst who is bright and articulate and has a sense of humor.As the Investment Operations Analyst, you will join a company that’s non- hierarchical; a team with great mentors, upward mobility, flexibility, and fun environment! Your duties include the following:Daily monitoring and reconciliation of separately managed accounts between firm’s portfolio accounting system and firm’s external custodians Communicate with custodians, banks, brokers and vendors to resolve issues related to daily processes, data delivery, trade settlement, etc. Work on miscellaneous projects to streamline operations, automate processes, and reduce errors Help set up new intermediaries, custodians, platforms and interfaces Help maintain security master, trading restrictions and various financial account information Respond to various external and client requests in a timely and professional manner: reporting, valuations, analyses, etc.RequirementsThis is a great opportunity to join a growing firm with a great executive team and mentorship. The ideal candidate:Bachelor’s degree required preferably in business, math, finance or related field 1-3 years of relevant work experience at an investment management firm Portfolio accounting and performance experience Good understanding of financial markets required Strong proficiency with Microsoft Excel required Ability to prioritize and manage multiple tasks required Strong verbal and written communication skills required Organizational skills to manage data, projects, and processes Knowledge of Fiserv, Advent APX, Salesforce, VBA, SQL a plusPerks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, please email your updated resume at ren.friedman@roberthalf.com or call (415) 434-1900 extension 21262.Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.Apply for this job now or contact our nearest office at 844.539.2523 for additional information.All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/VeteransBy clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.Salary: DOELocation: San Mateo, CADate Posted: September 22, 2019Employment Type: Full-timeJob Reference: 00412-9502197416Staffing Area: Finance
Vacancy expired!