Junior Asset & Wealth Ops Analyst

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

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.