Key skills
Leadership
About this role
Role Overview
- Ensure the success of the highest priority strategic and tactical initiatives
- Act as the bridge between business sponsors and infrastructure partners
- Establish a partnership culture for every project
- Syndicate deliverables, timelines, and ROIs for projects of all sizes
- Perform cash and security position reconciliations for external custody accounts
- Troubleshoot and investigate exceptions through communications with portfolio management and custodians
- Support the Separately Managed Accounts Operations team
- Reconcile daily cash flows for mutual funds
- Provide middle office trade support for fixed income and equity trading
- Perform data oversight and control functions for client accounts and security positions in the trading system
- Investigate and resolve cash overdrafts in a timely manner
- Assist Private Wealth and Technology teams across multiple investment-related projects
- Respond in a timely manner to ad hoc portfolio manager and trader requests
Requirements
- Strong knowledge of Microsoft office suite (Excel, Word, PowerPoint, and Visio)
- Basic understanding of equity and fixed income products
- Flexibility and quick learning
- Desire to work in a team environment
- Experience taking on leadership roles for class projects
- Desire to sit for CFP or CFA designations after college
Benefits
- Hybrid work environment, 3 days per week in the office (Philadelphia, PA)
- Continuous career growth and development opportunities