Junior Operations Analyst

Overview

Support portfolio management systems and assist operations, reporting, and analytics.

Key Responsibilities

• portfolio audits
• database population
• account setup
• trade management
• client reporting
• composite analytics

Tasks

-Assist with various account and portfolio audits on a monthly and quarterly basis. -Assist with firm Requests for Proposals. -Populate institutional databases. -Help set-up new accounts in the firm’s portfolio management systems. -Liaison with firm’s portfolio management and equity research software vendors. -Assist with the firm’s portfolio management systems -Assist in managing pre and post-trade activities including, but not limited to, security set-up, trade set-up, drift reports and maintaining the trade blotter. -Preparation of client reports that require attribution and/or custom work using FactSet or other firm tools. -Perform quarterly billing of client accounts. -Work alongside team to prepare composite analytics and portfolio analytics with quarterly reporting at the firm and composite level.

Requirements

• 1-2 years
• problem solving
• time management
• team player
• excel
• communication

What You Bring

-A minimum of 1-2 years of experience. -Strong analytical and problem-solving skills. -Attention to detail, excellent organization and time management skills and a proven drive to consistently follow-through. -Process driven and results oriented working well independently and in a collaborative environment. -Ability to produce accurate work in a timely fashion under the pressure of deadlines. -Strong PC skills with a command of MS office products especially excel. -Ability to listen well with strong written and verbal communication skills.

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Benefits

-Ongoing Composite maintenance.

About Skywater Search Partners

-Founded to bridge the gap between high-performing talent and growing businesses. -Skywater Search Partners thrives in the executive search industry, consistently delivering top-tier leadership candidates. -With deep expertise in sectors like energy, technology, and healthcare, they bring nuanced industry knowledge to every search. -The firm has a history of placing executives who have a significant impact on both the companies they join and the industries they serve. -Notable for their personalized approach, Skywater focuses on long-term relationships, understanding both client and candidate needs at a granular level. -Known for handling complex, high-stakes searches across a variety of sectors, Skywater Search Partners helps organizations scale with confidence.

Sector Specialisms