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Finance SupportTailored Management • Baltimore, MD, United States
Finance Support

Finance Support

Tailored Management • Baltimore, MD, United States
24 days ago
Job type
  • Full-time
Job description

This is an exciting opportunity to join a Fortune 500 investment bank and financial services firm, renowned for its industry leadership, client-first approach, and high standards of excellence.

Be part of a global team delivering innovative financial solutions that drive impact worldwide. If you're seeking a dynamic, growth-oriented environment where your work makes a difference, this is the place to advance your career.

Title : - Business Analyst

Location : 1300 Thames Street Harbor Point Phase I Baltimore, MD 21230

Hybrid - 3 days in office / 2 remote

Pay Rate : $21.34 / hr

Contract Length : 12 Months

  • Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need

Job Description

The Asset Servicing Associate serves as a subject matter expert in regards to Corporate Actions for Brokerage Wealth Management. The ability to ensure timeliness and quality of corporation action announcements; generating appropriate bookkeeping entries for entitled holders, reconciliation and resolution of residual differences. Applicants should have the ability and drive to provide exception service for Brokerage Advisors, their Support staff, and other Operational counterparts. Other responsibilities would include risk analysis and mitigation, assisting in process improvement initiatives, process documentation, compilation and distribution of various management and regulatory reports.

Skills Required

  • Strong written and oral communication skills
  • Strong interpersonal and client service skills using video and phone technologies
  • Critical thinking and active learning : Ability to identify basic problems and establish new solutions.
  • Data Integrity and Validation (ability to identify anomalies and potential risk)
  • In addition, an individual should understand process drivers and elements of risk inherent to specific processes. Works to augment and enhance technical skills as needed.
  • Client impact : An understanding of how an individual's processes impact the overall client experience. Provides input in defining client needs and implements solutions. Correspondence to client inquiries (both internal and external clients) occurs in a timely and professional manner.
  • Communication Skills : The ability to express ideas clearly, demonstrating the capacity to communicate effectively both verbally and in writing.
  • Ownership and initiative : The ability for an individual to work independently without supervision. Is accountable for individual assignments and element of team results. Possess the ability to create and implement ideas that lead to positive change. Seeks involvement on projects / responsibilities outside immediate scope of responsibilities.
  • Critical thinking and active learning : Ability to identify basic problems and establish new solutions. Taking ownership of one's career by supplementing knowledge and skills both on the job and in the classroom.
  • Efficiency and teamwork : The ability to complete tasks in a timely and accurate manner, utilizing available tools to expedite the process. Contribute analytical capability and / or knowledge and experience to problem resolution and idea generation.
  • Skills Desired

  • Working knowledge of banking systems and policies
  • In-depth knowledge of Asset Servicing processing routines, systems, and methods for all functions.
  • Sound reconciliation, specifically relating to general ledgers and analytical skills with understanding of systems dependencies and downstream financial impact.
  • Education and Other Requirements

    Bachelor's preferred but will accept industry experience

    Should you accept an offer for an opportunity, with this client, we do require a background check for active and closes cases, fingerprinting, education verification, and verification of employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information.

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    Finance Support • Baltimore, MD, United States

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