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Operations Analyst Placemark Investments
BACKGROUND Placemark Investments is an investment advisory firm registered with the Securities and
Exchange Commission. The company is privately held, with 74 employees located in offices in
Dallas, Texas and Wellesley, Massachusetts.
Placemark develops, implements, and supports wealth solutions, including Unified Managed
Account platforms and retirement solutions for broker/dealers, registered investment advisors,
banks, and family offices. As the separate account industry?s leading independent overlay
portfolio manager, Placemark coordinates multiple investment vehicles such as separately
managed accounts, mutual funds, and ETFs into a single customized portfolio
Placemark?s mission is to fundamentally change the way that investment management services
are delivered to clients, fostering a more efficient operating model and delivering more
sophisticated investment strategies to meet a wider variety of client needs. We enable financial
advisors, sponsors, and product providers (managers) to better collaborate in delivering superior
investment solutions to their clients. As a firm, Placemark seeks to foster an entrepreneurial
culture focused on integrity, innovation, respect for employees, exceeding customers? needs
and adding real value.
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:
? Work with Financial Consultants and Registered Investment Advisors to answer day-today questions regarding clients? accounts ? Communicate with the various Placemark departments and/ or the Sponsor/custodian to
answer inquiries, resolve client issues, etc. in a timely manner
? 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
? Understand the risks created by discrepancies, prioritize daily workload, and influence
internal and external groups, as need be
? Serve as a well-informed back-up to other members of the group
? Develop and document detailed processes and procedures, as needed.
? Collaborate with the Portfolio Management team to periodically audit accounts to validate
proper investment allocation according to the client agreements
? Prepare and review daily client and management reporting
REQUIRED EXPERIENCE AND CAPABILITIES
? Bachelor?s degree in business administration, accounting, or finance or equivalent work
experience
? Demonstrated knowledge of financial markets - including equities, fixed income,
separately managed accounts, mutual funds, ETFs, and hedge funds
? Prior experience in financial services operations or accounting a plus
? Knowledge and use of Microsoft?s Office Suite
? Advent System experience a plus
REQUIRED PERSONAL ATTRIBUTES
? Personable & proactive individual possessing strong customer service skills
? Excellent critical thinking and problem solving skills
? Detail-oriented and process-oriented approach
? Accepts responsibility, ownership, and accountability for work results
? Finds a high-volume, dynamic work environment engaging
COMPENSATION & BENEFITS
? Competitive salary plus bonus opportunity
? 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 |
|---|
Placemark Investments
Investors: Ascent Venture Partners, Flybridge Capital Partners, Techxas VenturesAll Jobs: at Placemark Investments
| Web Site: | www.placemark.com |
|---|---|
| Headquarters: | 16633 Dallas Parkway Suite 700 Addison, TX 75001 United States |
| Industry: | Financial Services |
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