In this role, you’ll validate performance data, support Private Bank inquiries, and collaborate with Portfolio Managers and financial professionals to maintain high-quality reporting. You’ll work with industry-leading platforms like PACE and First Rate, making this a great opportunity to enhance your expertise in performance measurement and analytics.
If you have experience in financial operations, investment product knowledge, and Excel skills, we’d love to hear from you!
salary: $21.02 - $21.03 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School
Responsibilities
This position is within the Wealth Management Performance Operations group. This group is responsible for maintaining timely and accurate reporting of client performance returns for the Private Bank network. The firm houses client data on a custodial platforms (PACE), which feed client account activity into a vendor platform, First Rate, which is used for completing performance measurement and analytics. The analyst will support the network of Portfolio Managers and other Private Bank personnel with all aspects related to performance measurement and reporting.
- Responsibilities:Review and validate performance data and returns on performance platformsSupports Private Bank inquiries.
- Previous experience supporting an operational function at a financial institutionKnowledge of investment products and vehiclesPrevious customer service experienceIntermediate proficiency in excel required
- Relevant coursework in finance a plus
- Previous experience working for a broker dealer or supporting a financial advisory team
Skills
Qualifications
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.
