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Skills
Analysis Skillsunmatched
Asset Managementunmatched
Custodial Servicesunmatched
Data Analysisunmatched
Detail Orientedunmatched
Equity Securitiesunmatched
Fixed Income Investmentsunmatched
Interoperabilityunmatched
Investment Managementunmatched
Operational Supportunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Reconciliationunmatched
Risk Managementunmatched
Team Playerunmatched
Time Managementunmatched
Description
Position Summary
Client Investment Management seeks a seasoned professional to enhance their Operations team. This role demands meticulous attention to detail, strong analytical abilities, and adept problem-solving skills. The primary responsibility involves managing mandatory and voluntary corporate actions.
Additional Responsibilities
The candidate will support stakeholders with inquiries, reconciliation, and settlement tasks. A background of 3-5 years in the industry, with expertise in fixed income and equity securities, is essential.
Key Responsibilities
Support portfolio managers, traders, and administrators using the Blackrock Aladdin Trade Management System.
Analyze data and oversee corporate action events in collaboration with vendors, middle offices, and custodians.
Handle mandatory and voluntary corporate action events from announcement to settlement.
Gather and process responses for voluntary events and submit instructions to custodians before deadlines.
Offer support for corporate action workflows, maintaining standards and managing functions.
Promptly address and resolve issues related to corporate action transactions.
Conduct cash and position reconciliation in Aladdin for designated portfolios.
Coordinate with middle office and custodian banks to resolve unconfirmed settlements and reconciliation discrepancies.
Deliver exceptional operational support to stakeholders.
Ensure timely communication of critical business inquiries among internal and external parties.
Revise procedures and implement solutions to enhance efficiency and reduce operational risks.
Qualifications
Bachelor's degree or equivalent professional experience, with 3-5 years in operations or a related field.
Strong analytical, organizational, and communication capabilities.
Proficient in problem-solving and collaborative, innovative thinking.
Familiarity with custodian bank standards and asset management interoperability.
In-depth knowledge of equity and fixed income securities is essential.
Expertise in corporate actions is crucial.
Experience with BRS Aladdin is advantageous.
Numbers & Facts
Location
Boston, MA
Industry
Staffing/Employment Agencies
Salary
$51.86 Per Hour
Company Size
50 to 99 employees
Year Founded
2002
Website
https://phaxis.com/
About Company
We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.