Advance your accounting career as a Financial Operations Analyst for a leading financial client. Focus on mutual fund operations, compliance, and effective communication in this dynamic role.
As a Financial Operations Analyst, you will engage in daily operational tasks for mutual funds, ensuring compliance and collaboration within a detail-oriented environment. Ideal candidates possess strong technical skills and have experience in financial services. You will be responsible for exact transaction processing while supporting team efforts through effective communication and proactive problem-solving.
Key Responsibilities:
• Process mutual fund trades and settlements accurately
• Investigate and resolve transaction discrepancies
• Handle FundSERV transactions and money movements
• Utilize Excel macros to enhance workflows
• Maintain compliance with operational procedures
Requirements:
• Advanced skills in Microsoft Excel and financial services
• Proven experience in mutual funds and compliance
• Strong communication abilities, both verbal and written
• Quick adaptability to new systems and processes
• Commitment to protecting sensitive customer data
Leverage your accounting expertise in financial operations within a leading mutual funds environment.
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