AWM - Operations - Institutional Oversight - Analyst

Title : AWM - Operations - Institutional Oversight - Analyst

Location : Dallas, TX 75201

Duration : 5 Months

Summary :

• Institutional Oversight (IO) team sits within Client Operations and has primary responsibility for all aspects of institutional account onboarding, portfolio accounting, cash management, client reporting, and serves as the single point of contact for all operations related client inquiries.
• These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives.
• The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios.
• This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture.
• The group continues to focus on best in-class client experience and working closely with the business to maintain and enhance client relationships.

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