Wealth Operations Analyst

at  Robertson and Company

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction: Robertson is seeking a skilled Wealth Operations Analyst to join our client.
Contract Dates: 12 months with potential to extend or convert
Pay Rate: $23.12 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

• Client Reporting generation, validation, and distribution, on a monthly, quarterly, annual, and ad-hoc basis, whether as primary or serving as backup on specific report types
• Troubleshooting all aspects of the client reporting generation process, to ensure delivery to clients within expected service level timelines
• Ownership of the team’s client inventory review process, ensuring report requirements and recipients are up-to-date, and reporting is being done in the most efficient manner for our clients
• Assisting with the team’s strategic initiatives, including client reporting automation, client reporting system enhancements, and AUM reporting enhancements
• Optimizing use of Client Reporting Systems and various applications to deliver seamless client experience

Experience & Qualification Requirements:

• Analyst experience
• Ability to prioritize, manage, and complete multiple tasks in a complex environment with tight deadlines
• Ability to remain focused and resolve issues under pressure and in stressful situations
• Ability to understand business logic and workflow in an investment management environment
• General understanding of investment concepts and investment portfolio data
• Must be able to work independently with minimal supervision yet contribute to and assist the broader team
• Excellent Microsoft Excel skills
• Experience operating within a Microsoft Windows operating system environment, preferably within an office/business setting

Personal Attributes:

• Strong attention to detail and strong analytical, time management, and organizational skills
• Excellent communication skills, both oral and written
• Strong commitment to change and ongoing development; open to being flexible; adapt well to change

• Client Reporting generation, validation, and distribution, on a monthly, quarterly, annual, and ad-hoc basis, whether as primary or serving as backup on specific report types
• Troubleshooting all aspects of the client reporting generation process, to ensure delivery to clients within expected service level timelines
• Ownership of the team’s client inventory review process, ensuring report requirements and recipients are up-to-date, and reporting is being done in the most efficient manner for our clients
• Assisting with the team’s strategic initiatives, including client reporting automation, client reporting system enhancements, and AUM reporting enhancements
• Optimizing use of Client Reporting Systems and various applications to deliver seamless client experienc