Join Southern Water's Operational Excellence Team as a Process Excellence Analyst. Identify improvement opportunities, support data - driven change, and drive performance improvement in water operations.
About the role
- Analyst/Associate in UMA Solutions team providing client service and investment strategy support. Collaborating on portfolio analysis and SMA operational issues while ensuring excellent client service.
Responsibilities
- Provide day-to-day client service, live account service, portfolio accounting and custody support
- Help advisors understand UMA standard practices, from raising cash to evaluating portfolio change alternatives
- Contribute to SMA service delivery by identifying process improvement opportunities
- Help portfolio managers efficiently launch accounts and complete service requests, with close attention to detail
- Anticipate, identify, and resolve SMA operational issues
- Develop knowledge and offer solutions to advocate for Dimensional’s investment process as implemented in SMAs
Requirements
- Bachelor’s degree in Finance, Accounting, Business, Economics or related field required
- Relevant internship or full time work experience
- Excellent critical thinking and written communication skills
- Ability to accurately present detailed information and escalate issues
- Ability to work collaboratively in a team environment and impact and influence others across the organization to grow an innovative, fast-growing business with high visibility
- Detail-oriented, able to prioritize multiple assignments in fast-paced environment to meet deadlines
- MS Excel skills preferred
Benefits
- comprehensive benefits
- educational initiatives
- special celebrations of our history, culture, and growth
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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