- Provide trading help desk support to the Private Wealth Management team
- Provide trade booking and settlement support across multiple products and business lines
- Perform trade reconciliations and ad-hoc reporting
- Liaise with Technology, Operations, and Business stakeholders in performing ad-hoc inquiry analysis and support across Technology, Operations, and Sales teams
- Provide subject matter expertise and testing support for ongoing system enhancements and regulatory initiatives
- Ability to understand key risks and implement controls to mitigate risk
- Good communication and escalation skills
- Strong problem solving and analytical skills
- Good organizational and time management skills
- Ability to work on multiple tasks/priorities under tight deadlines
- General understanding of financial markets and securities; experience with wealth management brokerage functions preferred
- Trade booking and execution experience desired
- MS Excel/Word/PowerPoint proficiency
- 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
- Bachelors Degree Required
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Financial Analyst - Salt Lake City, United States - SEARCH Group Partners
Description
SEARCH Group Partners is seeking an Entry-Level Financial Analyst for a large investment banking firm in Salt Lake City.
We are seeking new college grads for multiple analyst roles. This is a great opportunity to join a global team with ample opportunity for growth.
Here are a few things you'll likely find yourself doing in this role...
This client is looking for people who have...
Qualifications:
About SEARCH Group Partners:
SGP provides professional talent acquisition and consulting services. The services we offer include temporary, temporary-to-hire, permanent placement, executive search, consulting, interim management transitions, on-site solutions, outsourcing, talent development and human resources. SGP believes in and understands the importance of investing time into both our clients and candidates. We know what it takes to forge successful, professional, long-lasting relationships and partnerships. We represent an exclusive network of professionals and take the time to get to know every one of our clients and candidates personally.
At SEARCH Group Partners, we celebrate and support diversity and are proud to be an Equal Opportunity & Affirmative Action employer. In order to comply with federal regulations, we maintain records of the race and gender of applicants. For this reason and this reason only, we ask that you indicate your gender, race and ethnicity. If you do choose to answer these questions, this information will not affect your being considered for employment opportunities for which you are qualified.