Cost Basis Analyst Scivantage

Experience: 7 - 10 Years
Industry: Financial Services

Summary - Scivantage, Inc. is a rapidly growing financial software company with offices in the Leather District of Boston (2 blocks from South Station) and Jersey City, NJ. We specialize in web-based online trading applications catering to retail and institutional clients.

Scivantage Maxit is the leading cost basis solution for the financial services industry.

This is a unique opportunity for a driven, entrepreneurial professional to lead a rapidly growing team and design policies that will help drive the Maxit product forward through high growth that the new cost basis legislation brings. As a candidate you have deep experience in tax lot accounting/cost basis and related data issues that can impact calculations. You have expert technical knowledge of corporate actions data flow and taxability as well as cost basis concepts such as wash sales, tax lot matching and realized/unrealized gain/loss reporting. You thrive in an independent start-up environment where results are paramount.

Responsibilities - The Cost Basis Analyst is a high profile position at Scivantage responsible for client facing subject matter expertise, supporting sales and implementation, and driving business requirements. This is a hands on role requiring significant data work/analysis.

Follows industry and regulatory changes and translates into actionable product changes and/or improvements.
Researches data flow to improve processing efficiency/accuracy, and can provide mapping updates.
Contributes to the requirements development process.
Interacts at a high level with institutional clients, including custodian banks, brokers, transfer agents and prime brokers on daily issues and possible enhancements.
Participate in sales meetings as a subject matter expert when called upon.
Develops lasting relationships with client personnel that foster strong client ties.

Skills - Position requires a candidate that is smart, flexible and able to perform well with minimal supervision.

Thrives in a fast-paced, entrepreneurial environment, where there is an expectation that assignments will be completed on time, with high quality, and with minimal supervision.
Possesses superior writing and verbal communication skills
Strong understanding of typical systems used to perform daily operations, including excel, Bloomberg, and web based cost basis and vendor systems.
Understands how to communicate difficult/sensitive information tactfully.
Communicates effectively with clients to identify needs and evaluate alternative business solutions.
Continually seeks opportunities to increase customer satisfaction and deepen client relationships.
Effectively balances independent issue resolution with appropriate escalation

Qualifications -

Bachelor degree require.
7-10 years of increasing experience in the financial services industry
Proficient with Microsoft Office software: Excel, Word, Visio, PowerPoint
Good organizational and time-management skills
Proven skill in managing multiple tasks, establishing priorities and meeting timelines Excellent written and verbal communication skills
Ability to interact with both Business and Technical team members
Understanding of Cost Basis Reporting critical (i.e. corporate actions, wash sale rules, accounting methods, asset transfer, corporate actions, etc.)

Location:	Jersey City United States