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Portfolio Analyst
Contract: Amherst, New York, US
Salary Range: 30.00 - 35.00 | Per Hour
Job Code: 358727
End Date: 2025-03-13
Job Status: Expired
This Job is no longer accepting applications
Position details:
Title: Portfolio Analyst
Client: Bank
Location: Amherst, NY (Hybrid)
Duration: 06 months Contract
About the Role:
- Join our Margins Operations Team at a global financial institution as an Operations Analyst.
- This entry-level position is responsible for processing orders and transactions, ensuring accuracy and timely completion.
- You will play a crucial role in the clearance, settlement, and investigation of client transactions.
Responsibilities:
- Verify trades to ensure booking accuracy
- Complete settlement tasks and daily rate revaluations on time
- Coordinate transaction processing and collaborate on solutions
- Perform regulatory controls, account reconciliations, and record retention activities
- Prepare and submit periodic internal and external regulatory reports
- Assess risk in business decisions, prioritizing reputation and compliance
Education:
- GCSE educated with grades A-C minimum, including Maths and English
- Previous experience in data analysis preferred
Skills:
- Ability to handle multiple activities in a high-risk environment
- Knowledge of macros
- Strong written and verbal communication skills
- Experience in data analysis
Job Requirement
- Macros
- Transaction
- Funds
- Operational
- Data Analysis
- controls
- regulatory
Reach Out to a Recruiter
- Recruiter
- Phone
- Vivek Singh
- vivek.ksingh@collabera.com
This Job is no longer accepting applications
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