Operations Specialist (Level III)

Putting on Priority D : Client receive an offer for this role so that is pending acceptance.

Looking for candidate to start ASAP

Location : Pennington NJ

• Hybrid schedule requirement of a minimum of 3 days per week- onsite day 1

Expected Duration of Contract : 6

Operations Analyst

Job Description : This position is an Operations Analyst role within the Wealth Management Performance Operations group. This group is responsible for maintaining timely and accurate reporting of client performance returns for the Private Bank network. The firm houses client data on a custodial platform (PACE), which feed client account activity into a vendor platform, First Rate which is used for completing performance measurement and analytics. The analyst will support the network of Portfolio Managers and other Private Bank personnel with all aspects related to performance measurement and reporting.

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Required Skills :

Desired Skills :