Operations Reporting & Insights Manager for Equitable analyzing sales activity and developing reporting solutions. Collaborates with leadership to enhance financial well - being metrics and operational efficiency.
About the role
- Alpha Operations Officer managing operational tasks across teams to support investment operations in a global financial environment at State Street. Analyze and report on portfolio health to ensure effective operations.
Responsibilities
- Support the day to day operational tasks of the Investment Operations Team
- Collaborate with multiple sub teams within Alpha Operations
- Monitor assigned accounts for issues associated with cash, settlements, ad-hoc processing, and client reporting
- Perform pre/post cycle reviews to support client queries
- Handle and resolve issues involving all operational and various IT areas
- Manage and train junior staff
Requirements
- Bachelor's Degree in finance, business, technology or equivalent or relevant industry experience
- 6-10 years of Middle Office and/or equivalent work
- Broad and in-depth understanding of the asset management industry, gained through working in a variety of asset management disciplines
- Excellent written and verbal communication skills
- Proficiency in Microsoft applications (Excel, Word, PowerPoint, Access)
Benefits
- health insurance including basic life, medical, dental, vision
- retirement savings plan (401K) with company match
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
- eligibility for certain tax advantaged savings plans
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