AWM - Operations - Product Data & Performance - Anlayst

Spectraforce Technologies, Inc.; Salt Lake City (UT); On-site; USD 65,000 - 85,000; Full time

Job summary

Spectraforce Technologies, Inc. is hiring for an AWM - Operations - Product Data & Performance - Analyst to ensure the accuracy and integrity of investment performance data across PWM platforms.

You will apply quantitative methods to resolve discrepancies and support the Private Wealth Management business with reliable reporting. In this role you will partner with Compliance, Technology, and other Operations teams to maintain flawless performance data, investigate issues, and drive process

Qualifications

• Bachelor's degree or higher.
• Proficient with MS Office (Excel, PowerPoint, Word, Outlook).
• Highly organized with attention to detail and follow-through.
• Ability to manage multiple projects with competing deadlines.
• Team player with positive attitude and strong work ethic.
• Strong written and verbal communication skills.
• Ability to work in a fast-paced environment and adapt quickly to changing demands.
• Ability to self-direct, analyze, and form recommendations.
• Ability to effectively interact and build relationships with stakeholders.
• Integrity, ethical standards and sound judgment.

Responsibilities

• Ensure absolute accuracy and integrity of investment performance data.
• Serve as SME on performance methodology and solve complex challenges.
• Provide quantitative analysis to support PWM business with reliable reporting.
• Address client performance inquiries in a timely and satisfactory manner.
• Collaborate with Compliance, Technology, and other Operations teams to report data across platforms.
• Enhance control environment and identify opportunities for process improvements and new controls.

Skills

MS Office

Organizational skills

Project management

Team player

Communication

Adaptability

Analytical thinking

Stakeholder management

Integrity

Education

Bachelor's degree or higher

Job description

Job Title: AWM - Operations - Product Data & Performance - Anlayst

Work Location Address: 111 S Main, Salt Lake City

Contract Duration: 6 months

Job Description:

Operations

For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that enable business to flow. In Operations we partner with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm's assets and its reputation. Operations span all product lines and markets.

Wealth Management

Across Wealth Management, we helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Your Impact:

As a vital member of our Performance team, you will directly influence the client experience by ensuring the absolute accuracy and integrity of investment performance data. You will serve as a subject matter expert on performance methodology, applying your quantitative skills to solve complex challenges and provide critical support to our Private Wealth Management business. Your work is crucial in upholding our commitment to clients and safeguarding the firm's reputation.

Our Impact:

The Operations division is the engine that enables our business to flow, providing essential risk management and control. Within this dynamic division, the PWM Performance team plays a pivotal role. We are the global, primary point of contact for all PWM performance questions, partnering closely with the Business, Compliance, and Technology. Our core mission is to maintain flawless firm-wide performance data, investigate and resolve discrepancies, and ensure our clients and advisors have complete confidence in the returns we report.

How You Will Fulfill Your Potential:

• Develop deep subject matter expertise in the performance methodologies and systems that underpin our Private Wealth Management business.
• Utilize your quantitative abilities to perform root cause analysis on complex return discrepancies and implement effective, lasting resolutions.
• Act as a key partner to the PWM Business, leveraging your client service skills to address and resolve client performance inquiries in a timely and satisfactory manner.
• Collaborate across divisions with Compliance, Technology, and other Operations teams to ensure performance data is accurately reported across all platforms, including the PWM Desktop, client web portals, and monthly statements.
• Enhance our control environment by meticulously adhering to current risk management frameworks while proactively identifying opportunities for process improvements and new controls.

Skills and Experiences We're Looking For:

Basic Qualifications

• Bachelor's degree or higher
• Proficient with MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Team player with positive attitude and strong work ethic
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environment and adapt quickly to changing demands
• Ability to self-direct, analyze, and form recommendations
• Ability to effectively interact and build relationships with stakeholders
• Integrity, ethical standards and sound judgment

Preferred Qualifications:

• 1 to 2 years of experience in Operations, Finance, or a related analytical role.
• Prior experience in Private Wealth Management or Asset Management is highly desirable.
• Demonstrated experience with data analysis, root cause investigation, or performance measurement.
• Familiarity with risk management principles and control frameworks within a financial services environment.