Senior Operations Associate - Wealth Management
leeds professional resourcesMiami, FL
Senior Operations Associate - Wealth Management
leeds professional resourcesMiami, FL
2 days ago
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Exciting opportunity to join a strong and growing wealth management firm headquartered here in Miami. Great culture and opportunities for growth:
Job Responsibilities:
Daily booking of a variety of futures across multiple asset classes To produce and explain daily Profit and Loss reconciliations Analyze trade breaks To understand the cash flows associated with each trade and to work with the accounting and settlement teams to ensure that settlement is accurate and timely. To be able to identify areas of improvement and implement new procedures or to change existing process flows to ensure tight controls front to back. Build an effective Control Environment, set minimum standards and develop new processes where required Support traders Various related duties
Requirements:
Bachelors degree 4+ years of operations experience within financial services or commodities Excellent communication
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Miami, FL
Occupation
Financial Specialists, All Other
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE