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Position: Portfolio Operations Specialist
Job Number: MS04602
Location: NJ - Northern
Date Posted: 2018-11-19
Salary Range: $66-80k
Job Summary:

The team works across all businesses of the firm, spans a variety of different financial products, works closely with portfolio managers, and helps to measure overall performance of the firm. 

Company Information:

Name: Insurance

Job Description:

About the Firm
• Brand Name Insurance Company
• HQ in Newark, NJ
• Global Offices
• Amazing benefits (healthcare, 401k/matching)
• Small team environment
• Fun, laid back culture, great hours, lots of company outings and events

About the Role:
• Work with Portfolio Management, Risk & Quantitative Analysis, Client Reporting
• Help to improve investment technology
• Participate in projects that enable opportunities to apply creative approaches to solve complex problems
• Publish monthly portfolio valuations and performance calculations.
• Serve as a point person to research and ensure the accuracy of accounting data used for NAVs, Performance Reporting, and Attribution.
• Contribution to departmental/group projects.
• Work closely with processing and data management teams to ensure accurate data consumption from daily accounting extracts
• Prepare, review, and provide ad-hoc reports to clients or custodian/accounting agents as necessary
• Identify opportunities to deliver on process efficiencies.
• Participate in ongoing training and development

Requirements / Qualifications:

Bachelors Degree

0-3 years of financial services experience 

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