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Financial Operations Specialist
2 weeks ago
The ideal candidate will possess a strong understanding of financial operations and be able to analyze complex data sets to identify trends and areas for improvement. This role is perfect for someone who enjoys working with numbers and has excellent problem-solving skills.
Responsibilities:- Create, review, and distribute reconciliations and customized daily/monthly reporting packages to clients and internal teams;
- Liaise with external counterparties including fund custodians and investment managers regarding data tie outs and ad hoc reporting requests;
- Assist with new client onboardings, audits, and other strategic initiatives;
- Coordinate with clients and ensure the team is fully aware of all daily deliverables and expectations;
- Assume responsibility for training and development of C&SP staff;
- Ownership of process improvement and final delivery of solutions;
- Develop a big picture mentality of daily portfolio reporting tasks, internal system usage, and how we deliver to our clients;
- Ensure timeframes and deliverables agreed with client and trustee are met per service level agreements;
- Demonstrate ability to prioritize, complete, and delegate tasks while providing high-quality customer service;
- Apply experience and understanding of market and best practices when managing transactions and data flows;
- Bachelor's degree in finance, accounting, business, or economics preferred;
- 3+ years of professional experience within a business or financial service-related role;
- Working knowledge of loan operations and credit/debt funds;
- Experience mentoring, managing workloads, and training of team members preferred;
- Ability to independently research and resolve problems;
- Responsive, friendly, professional, and highly organized communication skills;
- Proficient with Microsoft Excel;
- Broad market knowledge and familiarity with Bloomberg, performance systems, and other analysis tools a plus;
- Exceptional attention to detail and able to thrive within a high-volume environment with both proficiency and accuracy;
- Willingness to work within a deadline-driven environment.
- A commitment to supporting your development, advancing your career, and providing benefits that matter to you;
- The Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and access to LinkedIn Learning;
- Global benefits include support for professional accreditations, flexible arrangements, generous holidays, an additional day off for your birthday, continuous mentoring, active sports and social committees, 24/7 support, and the opportunity to invest in our growth and success through our Employee Share Plan.
