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Entry Level Roles / Recent Graduates Needed ASAP / Candidates with internship are ok.
Major Investment Bank / Financial Institution located in Salt Lake City UT has a several entry level finance roles for Recent College graduates. Degree is required and the roles are onsite. College degree does not have to necessarily be in business or finance. Must have bachelor's degree.
Constantin Control Associates is currently sourcing entry level candidates who are interested in launching their career with a major Financial Services firm located in the Salt Lake City UT.
These are fulltime contract/contingent positions which could evolve into permanent opportunities. These roles cover a variety of operational support groups such as accounting, trade support, trade processing, & client services, just to name a few. These roles not only provide a "foot in the door" opportunity but also provide candidates valuable on the job experience & real-world knowledge which can be an asset moving forward in one's career.
Preferred candidates are recent or soon to be college graduates who have a bachelor's degree in a Finance related discipline preferred but not required. These are NOT SALES positions.
No specific experience is required as in-depth training is provided; all positions are in office "not" remote.
FOR ADDITIONAL JON INFORAMTION YOU CAN VISIT OUR WEBSITE:
www.controlassociates.com
Name: Asset & Wealth Management - PWM Operations - Transfer Settlement - Analyst
Description:
Department: PWM Transfer Settlement Group Job Category: Operations Job Title: Asset & Wealth Management - PWM Operations - Transfer Settlement – Analyst
Duties:
The primary responsibility of the ACAT team is to provide effective transaction processing and exceptional client service that both guards the firm's capital and reputation and creates measurable value for the firm and its clients.
The new ACAT Analyst will be required to handle multiple functions including reconciliation of automated account transfer receives, delivers, residuals, mutual funds, foreign and domestic settlements.
The Analyst will be expected to manage relationships with PWM Sales teams, counterparties and vendors.
They will need to meet required GS deadlines and comply with industry rules.
The Analyst will be expected to escalate any issues and minimize firm exposure to financial, reputational, and regulatory risk.
The Analyst's day-to-day responsibilities include facilitating transfer requests which moves assets into and out of the firm.
They will perform account verification and asset review to ensure transfers are compliant with firm and industry policies.
They will also be assigned projects that require data analysis to depict trends and streamline processes.
Job Duties:
Analyst will initiate transfer requests from client signed ACAT instruction to bring assets into the firm.
This will require attention to detail with the understanding of industry and system requirements. (30% time spent daily)
Perform reconciliation of incoming wires by reviewing the external instructions and notifying PWM Sales team to input matching instructions. (40% time spent daily)
Facilitate account transfer delivery through a completing series of steps to notify internal teams, receive proper approvals, and account termination. (20% time spent daily)
Project work that requires data analysis to identify opportunities to streamline workflows and reduce manual touchpoints (10% time spent daily)
Skills: Position Description:
Position-level reconciliation of all account requested form counter parties/clients
Oversight of residual positions following ACAT transfers
Pre-population of ACAT transfer forms
Foreign and domestic settlements
Find innovative ways to create efficiencies and increase controls
Provide superior client service while mitigating risk
Qualifications:
- 1-2 years operations experience (familiarity with ACATS & settlement operations preferred, not required)
- Strong PC, MS Office and Web skills
- Bachelor's degree preferred
Characteristics:
- Strong analytical skills
- Attention to detail
- Strong communications and interpersonal skills
- Strong team player skills
- Ability to work on multiple tasks, prioritize and thrive in a fast-paced deadline driven environment
- Self-starter with strong sense of urgency and ability to make critical decisions under pressure
- Ability to solve problems in a timely and appropriate manner
Education: Bachelors
# of Positions: 1
Location: Salt Lake City, UT
Schedule:
Start Date: 09/30/2024
Estimated End Date: 03/28/2025
Hours Per Week: 40.00
Hours Per Day: 8.00
Pay Rate 23.00
Top Management Consulting and Recruiting Firm Specializing in Financial Services
Company Description
Top Management Consulting and Recruiting Firm Specializing in Financial Services
About Constantin Control Associates LP