Operations Analyst Placemark Investments

KEY RESPONSIBILITIES



The Operations Analyst performs a variety of functions for Placemark's Operations Department. An integral part of this role includes handling internal and external client requests, including opening new accounts, updating accounts, terminating accounts, processing asset allocation changes, handling client inquiries, monitoring incoming/outgoing asset flows, and at times performing quality control duties. The Operations Analyst plays a key role in servicing our clients. As such, the employee in this role must take ownership of specific client relationships, possess strong interpersonal skills, and proactively manage client issues with a strong sense of urgency. In addition, the nature of Placemark's business can be at times very dynamic and as such, requires employees to sometimes switch gears throughout the day to assist with meeting critical cut-off times and/or high volume processing spikes.


Responsibilities include:
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Work with Financial Consultants and Registered Investment Advisors to answer day-to-day questions regarding clients accounts
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Communicate with the various Placemark departments and/ or the Sponsor/custodian to answer inquiries, resolve client issues, etc. in a timely manner
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Perform New Account quality control which involves verifying new account set up has been completed accurately in accordance with the client paperwork. This includes client information, fee schedule information, investment type, and model selection
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Understand the risks created by discrepancies, prioritize daily workload, and influence internal and external groups, as need be
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Serve as a well-informed back-up to other members of the group
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Develop and document detailed processes and procedures, as needed.
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Collaborate with the Portfolio Management team to periodically audit accounts to validate proper investment allocation according to the client agreements
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Prepare and review daily client and management reporting


REQUIRED EXPERIENCE AND CAPABILITIES
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Bachelors degree in business administration, accounting, or finance or equivalent work experience
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Demonstrated knowledge of financial markets - including equities, fixed income, separately managed accounts, mutual funds, ETFs, and hedge funds
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Prior experience in financial services operations or accounting a plus
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Knowledge and use of Microsofts Office Suite
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Advent System experience a plus

REQUIRED PERSONAL ATTRIBUTES

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Personable & proactive individual possessing strong customer service skills
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Excellent critical thinking and problem solving skills
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Detail-oriented and process-oriented approach
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Accepts responsibility, ownership, and accountability for work results
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Finds a high-volume, dynamic work environment engaging


COMPENSATION & BENEFITS
Bullet Competitive salary plus sales commissions
Bullet Comprehensive benefits package including:
o Medical, dental and vision insurance
o 3 weeks paid vacation
o 401(k) plan with company match
o Employer paid life insurance, AD&D and short-term disability coverage.

Location:	Dallas, TX United States