Entry Level Finance

Asset Staffing Inc.; Dallas (TX); On-site; USD 30,000 - 47,000; Full time

Job summary

Asset Staffing Inc. in Dallas seeks college graduates for long-term contract roles onsite in financial services. Roles focus on Asset and Wealth Management Operations, providing front-to-back operational support for trade, client, and product lifecycles.

Teams collaborate with Deal Teams, Operations, Controllers, Compliance, Technology and Treasury; responsibilities include daily exception monitoring, break resolution, client payments review, and due diligence on legal documents and reports.

Qualifications

• 1+ years of work experience in a relevant field or internships.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).

Responsibilities

• Perform daily exception monitoring and break resolution for portfolios.
• Coordinate with middle office, sales, controllers and risk teams to resolve issues and improve processes.
• Review client payments inbound/outbound and analyze documents for accuracy.

Skills

College graduate

Internships

Tools

MS Office

Job description

Financial firms in Dallas seek college graduates for long term contract roles onsite.

We also have contract roles in BALTIMORE, MARYLAND AND NEW YORK CITY

COLLEGE GRADUATES WITH RELEVANT INTERNSHIPS ENCOURAGED TO APPLY or OTHER FINANCIAL-RELATED CONCENTRATIONS/MAJORS

Here is just one of our roles:

Asset and Wealth Management Operations

Asset and Wealth Management is responsible for front-to-back operational support to the Asset Management and Merchant Bank businesses in service, delivery, and processing functions across the trade, client, and product lifecycle

The Portfolio Servicing team supports businesses which deal with a variety of traditional and alternative products across equity and loans. The teams execute within a front to back operating model, delivering support across the client, product, and investment lifecycle with the ultimate aim of delivering greater accuracy, control and efficiency for their clients and business. The role provides a great opportunity to work with colleagues across multiple Deal Teams, Operations, Controllers, Legal, Credit, Asset Managers, Compliance, Technology and Treasury.

The team is responsible for servicing a portfolio and conducting daily exception monitoring and break resolution, interaction with middle office teams, sales teams, controllers, and other internal teams to resolve transactional issues and to collaborate on process and product enhancements and improvements, risk management of the firm's cash flows related to lending and trading activities. Settlement functions include support of trading/sales, settlement execution and daily reporting while accurately managing the firm’s books and records.

Perform regular due diligence by evaluating client payments inbound and outbound globally

reviewing legal documents and ad-hoc reports for the client and internal business groups

REQUIREMENTS:

1+ years of prior work experience in a relevant field or internships

Proficient to advanced skills with MS Office(Excel, PowerPoint, Word, Outlook