IO Multi Asset Solutions Analyst

Strategic Staffing Solutions, Inc.; Dallas (TX); On-site; USD 30,000 - 33,000; Full time

Job summary

Strategic Staffing Solutions, Inc. is seeking an IO Multi Asset Solutions Analyst for an onsite role in Dallas, TX.

The position focuses on daily operational oversight of client accounts, coordination across internal teams and external partners, and ensuring timely resolution of inquiries and exceptions. The role requires a Bachelor's degree or equivalent, proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook, Teams), and strong communication and organizational skills to manage

Qualifications

• Bachelor's degree or equivalent practical experience.
• Proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, Outlook, and Teams.
• Strong attention to detail, organizational skills, and the ability to work accurately under time-sensitive conditions.
• Clear written and verbal communication skills, including the ability to summarize complex issues and articulate actions required.
• Collaborative, team-oriented approach with the ability to build consensus and work effectively across functions and regions.
• Demonstrated ownership, sound judgment, intellectual curiosity, and willingness to learn complex investment operations processes.

Responsibilities

• Own the day-to-day operational oversight of assigned client accounts and act as a central coordination point for operational client inquiries, account events, and exceptions, working across internal teams and external counterparties to drive timely resolution and clear communication.
• Support new client launches and account changes from requirements gathering through implementation. Coordinate setup activities, readiness checks, documentation, testing, approvals, and post-launch stabilization before trading or reporting begins.
• Liaise with custodians, accounting agents, prime brokers, external managers, and other service providers to establish operating flows, resolve data or service issues, and respond to requests.
• Monitor and investigate cash, position, NAV, performance, corporate action, trade settlement, and reporting exceptions. Escalate material risks promptly, document root causes, and track remediation through closure.
• Review recurring and ad hoc cash flows, account activity, and reconciliation breaks to distinguish expected portfolio activity from items requiring follow-up or correction.
• Maintain accurate procedures, control evidence, trackers, and account documentation. Support risk and control assessments, control monitoring, issue management, and audit or client due-diligence requests.
• Identify recurring pain points and propose practical process improvements, including workflow simplification, standardization, automation, dashboards, and exception-based monitoring.
• Participate in user acceptance testing and implementation of operational tools and workflows. Validate end-to-end processing, identify defects or gaps, and communicate actionable findings to stakeholders.
• Contribute to team knowledge through procedures, training materials, cross-training, and centralized reference resources. Share lessons learned and help promote consistent practices across regions.
• Build effective working relationships across product groups, functions, and regions while balancing independent problem-solving with timely escalation.

Skills

Attention to detail

Time management

Communication skills

Collaborative/team-oriented

Ownership & judgement

Learning agility

Education

Bachelor's degree or equivalent

Tools

Excel

PowerPoint

Word

Outlook

Teams

Job description

Job Title: IO Multi Asset Solutions Analyst – Hiring FAST!
Industry: Finance
Location: Dallas, TX
Pay Rate: $23/HR on W2 Only – NO C2C
Setting: Onsite Required (Hybrid/Remote is NOT an Option)
Duration: 6+ months
Job ID: 248165

Required Qualifications:

• Bachelor's degree or equivalent practical experience.
• Proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, Outlook, and Teams.
• Strong attention to detail, organizational skills, and the ability to work accurately under time-sensitive conditions.
• Clear written and verbal communication skills, including the ability to summarize complex issues and articulate actions required.
• Collaborative, team-oriented approach with the ability to build consensus and work effectively across functions and regions.
• Demonstrated ownership, sound judgment, intellectual curiosity, and willingness to learn complex investment operations processes.

Desired Qualifications:

• One to two years of experience in investment operations, asset management, financial services, fund accounting, custody, reconciliation, client service, or a related field.
• Understanding of institutional portfolios, multi-asset investment products, accounting or custody data, cash flows, reconciliations, and client reporting.
• Experience analyzing large or complex data sets in Excel, including lookups, pivot tables, data validation, and exception analysis.
• Exposure to process mapping, procedure writing, controls, user acceptance testing, automation, workflow tools, or dashboard development.
• Ability to manage ambiguity, learn new systems quickly, and provide practical solutions without losing sight of control requirements or client impact.
• Interest in technology-enabled operations, data quality, and scalable service delivery.

Responsibilities:

• Own the day-to-day operational oversight of assigned client accounts and act as a central coordination point for operational client inquiries, account events, and exceptions, working across internal teams and external counterparties to drive timely resolution and clear communication.
• Support new client launches and account changes from requirements gathering through implementation. Coordinate setup activities, readiness checks, documentation, testing, approvals, and post-launch stabilization before trading or reporting begins.
• Liaise with custodians, accounting agents, prime brokers, external managers, and other service providers to establish operating flows, resolve data or service issues, and respond to requests.
• Monitor and investigate cash, position, NAV, performance, corporate action, trade settlement, and reporting exceptions. Escalate material risks promptly, document root causes, and track remediation through closure.
• Review recurring and ad hoc cash flows, account activity, and reconciliation breaks to distinguish expected portfolio activity from items requiring follow-up or correction.
• Maintain accurate procedures, control evidence, trackers, and account documentation. Support risk and control assessments, control monitoring, issue management, and audit or client due-diligence requests.
• Identify recurring pain points and propose practical process improvements, including workflow simplification, standardization, automation, dashboards, and exception-based monitoring.
• Participate in user acceptance testing and implementation of operational tools and workflows. Validate end-to-end processing, identify defects or gaps, and communicate actionable findings to stakeholders.
• Contribute to team knowledge through procedures, training materials, cross-training, and centralized reference resources. Share lessons learned and help promote consistent practices across regions.
• Build effective working relationships across product groups, functions, and regions while balancing independent problem-solving with timely escalation.