Operations Analyst

Spectraforce Technologies
United States, Utah, Salt Lake City
Oct 30, 2024
Job Title: Operations Analyst Duration: 6 Months Location: Salt lake city, UT Job Summary and Responsibilities: Asset & Wealth Management Operations delivers asset management and wealth management capabilities to clients around the world. We are a multi-faceted group that partners with all areas of the Asset & Wealth Management Division to support evolving markets and business requirements. Alongside that vital service delivery role, Investment Management Operations provides essential risk management and control. The Private Wealth Management Operations (PWM Ops)Portfolio & Tax team is the key point of contact for US tax reporting (1099s), cost basis, and realized gains and loss reporting for our advisors and clients. The team is also responsible for IRA accounts and their associated tax reports (1099Rs, 5498s). The team is expanding their tax reporting capabilities to cover several international tax reporting jurisidcations. Primary Responsibilities: Issue client tax reports across multiple juridictions prior to regulatory deadlines Find creative solutions to problems while providing excellent client service Provide training to PWM Advisor teams regarding tax reporting update Partner with the Business and Engineering to improve operational processes and workflows Monitor and perform data validation to ensure accurate realized gain/loss reporting Review corporate action events to capture appropriate cost basis updates Basic Qualifications Understanding of the securities industry; experience with Wealth Management brokerage functions preferred Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word, as well as proficiency with web-based applications Strong commitment to quality controls and procedures Proven ability to work effectively in a team environment, improve processes, and able to work independently as a self-starter Skills: Preferred Qualifications Candidate must be proactive, enthusiastic and team oriented Ability to remain composed under pressure Ability to prioritize and make decisions in a fast-paced environment Accuracy and attention to detail Strong client service orientation Strong written and verbal communication skills Adapt to changes and new challenges Strong analytical and problem solving skills Well developed organizational skills