AWM - Operations - PWM Product Data & Performance - Analyst

Job title : AWM - Operations - PWM Product Data & Performance - Analyst

Work location : South Main Street, Salt Lake City, UT

Duration : Months; ONSITE

YOUR IMPACT

Are you looking to apply your quantitative skills while deepening your understanding of the Private Wealth Management business? Our Performance team is seeking a professional who is looking to collaborate with other partners in the firm to ensure the accuracy of performance data in the Private Wealth Management systems and provide subject matter expertise on performance methodology.

OUR IMPACT

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm’s assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.

The Performance team works closely with Private Wealth Management Business, Compliance, Technology, and other Operations teams globally to maintain firm-wide performance data. The team is responsible for ensuring performance figures are accurate and implementing solutions to correct returns when necessary. Additionally, team members are the primary point of contact for global PWM performance questions.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Prepare to gain a comprehensive understanding of various performance methodologies and calculations in the PWM systems, including time-weighted return, internal rate of return and investment result performance reporting
• Apply your quantitative skills as you conduct root cause analysis, probability theories, and drive resolution for performance return discrepancies
• Showcase your client service skills as you partner with PWM Business to ensure client’s performance needs are being met in a timely and satisfactory manner
• Leverage your risk-management skills to successfully adhere to current controls while identifying areas where additional controls could be put in place

SKILLS & EXPERIENCE WE’RE LOOKING FOR

BASIC QUALIFICATIONS

PREFERRED QUALIFICATIONS