Job Title: Operations Analyst
Location: Pennington, NJ (Hybrid – minimum 3 days onsite)
Pay Rate: $23.44/hr (W2)
Duration: 6 months
Job Description:
Seeking an Operations Analyst to join the Wealth Management Performance Operations team. This group ensures accurate and timely reporting of client performance returns for the Private Bank network. The role involves working with the PACE custodial platform and First Rate analytics system to support Portfolio Managers and Private Bank personnel.
Responsibilities:
Review and validate performance data and returns.
Support inquiries from Private Bank teams.
Required Skills:
Experience in operations within a financial institution.
Knowledge of investment products and vehicles.
Customer service experience.
Intermediate Excel proficiency.
Desired Skills:
Coursework in finance.
Experience with broker-dealer or financial advisory operations.
Strong attention to detail.