SMA Operations Associate - Finance Ops & Growth

Merit Personnel & Consulting; New York (NY); Hybrid; USD 41,328 - 55,104; Full time

Job summary

A financial services consulting firm is seeking an SMA Operations Associate for their Newport Beach or New York locations. This role is integral in servicing the Separately Managed Account business, managing daily tasks, and collaborating with Account Managers. The ideal candidate has a Bachelor’s degree and 2-4 years in financial services, excellent interpersonal abilities, and problem-solving skills. Competitive compensation and training provided.

Qualifications

• 2-4 years of experience in financial services, asset management, investment banking or accounting.
• Working knowledge of Operations and Client Service preferred.
• Ability to take direction from multiple parties and work independently.

Responsibilities

• Manage daily queues for new account restrictions and resolve issues.
• Review daily reconciliation files and communicate with back office.
• Research account breaks and reconcile discrepancies timely.

Skills

Interpersonal skills

Problem-solving skills

Detail oriented

Organization

Communication skills

Education

Bachelor’s degree from an accredited 4-year institution

Job description

A financial services consulting firm is seeking an SMA Operations Associate for their Newport Beach or New York locations. This role is integral in servicing the Separately Managed Account business, managing daily tasks, and collaborating with Account Managers. The ideal candidate has a Bachelor’s degree and 2-4 years in financial services, excellent interpersonal abilities, and problem-solving skills. Competitive compensation and training provided.