Senior Asset Management Operations Analyst - Daley and Associates
Petersburg, VA
About the Job
Senior Asset Management Operations Analyst (Hybrid)
An immensely successful utilities company, located North of Petersburg, Virginia, is actively seeking a seasoned Senior Asset Management Operations Analyst to join their team! This person will be joining the investment team and will be responsible for maintaining operations functions to support the execution of multi-asset investment portfolios. This is a full-time position that is offering a strong compensation package (base+ bonus) and a hybrid work schedule (3 days in office). If interested and open to relocating, there is potential for a relocation package.
Responsibilities:
Qualifications:
#LI-HS1
#LI-HYBRID
An immensely successful utilities company, located North of Petersburg, Virginia, is actively seeking a seasoned Senior Asset Management Operations Analyst to join their team! This person will be joining the investment team and will be responsible for maintaining operations functions to support the execution of multi-asset investment portfolios. This is a full-time position that is offering a strong compensation package (base+ bonus) and a hybrid work schedule (3 days in office). If interested and open to relocating, there is potential for a relocation package.
Responsibilities:
- Responsible for completing fund subscription documents
- Maintaining operations to support execution of multi-asset investment portfolios
- Responsible for cash management, wire set-up, trade execution, performance reporting etc.
- Reporting and analyzing portfolio performance
Qualifications:
- 5-7+ years of back-office operations experience
- Bachelor’s Degree required in accounting, finance or related field
- Must have an understanding of multi-asset class investment portfolios
- Proficient in Microsoft Suite, specifically Excel and PowerPoint
- Must be willing to work on a hybrid schedule (3 days in office)
#LI-HS1
#LI-HYBRID
Source : Daley and Associates
