Join our dynamic Portfolio Solutions & Research Support Team and play a key role in supporting the investment process for Wealth Management. Collaborate with top professionals across asset classes and drive operational excellence in a fast-paced environment. Be part of a team that values accuracy, innovation, and strategic impact.

Job Summary

As an Trading Services Associate within the Portfolio Solutions & Research Support Team, you ensure the accuracy and integrity of investment data and systems. You oversee operational processes, reconcile positions, and support portfolio requests to facilitate seamless investment management. Your role involves partnering with cross-functional teams to resolve issues and deliver high-quality results.

Job Responsibilities

Oversee data environment and system readiness of middle office systems.Ensure data integrity through ongoing validation tests.Reconcile positions, transactions, and indicative data across systems.Enter client portfolio requests into workflow tools.Escalate operational incidents early and conduct root cause analysis.Deliver consistent results while managing multiple tasks independently.Adapt to changing environments and implement new processes efficiently.Run, prepare, and distribute MIS reports of business and operational data.Partner with middle office, operations, and technology teams to resolve issues.Manage deliverables while servicing ad hoc queries and requests.Document and improve operational processes for enhanced efficiency.

Required qualifications, capabilities, and skills

Demonstrate strong academic background with minimum 2 years of relevant industry experience.Apply process automation skills using Python, Alteryx, SQL, and VBA.Communicate complex issues clearly and effectively.Prioritize tasks with a strong sense of urgency and execution.Drive process changes and efficiencies in a growing business area.Understand investment products with a control-oriented mindset.Interpret results from internal clients and proactively prevent issues.

Preferred qualifications, capabilities, and skills

Exhibit ability to work independently and seek guidance when needed.Deliver high-quality results under pressure and strict deadlines.Collaborate effectively with cross-functional teams.Adapt quickly to new processes and changing environments.Manage multiple tasks as part of a small, high-impact team.Produce and analyze MIS reports for business insights.Escalate and resolve operational incidents with thorough follow-through.