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Investment Operations Associate

  • Location: Des Moines, Polk, Iowa, 50392
  • Salary: 26.62
  • Job Type:Contract

Posted 20 days ago

Long term contract Opportunity!

Position:  Investment Operations Associate
Location: Des Moines, IA 50392
Term: 6 Months Contract

Day-to-Day Responsibilities:

  • Under supervision, perform routine procedures, basic investment performance calculations, data analysis, execute risk mitigating controls, data monitoring and report preparation to support the investment performance measurement and portfolio management process
  • Open to learning our investment performance system and reporting tools
  • Excel skills will be necessary for data organization and manipulation
  • Identify and resolve exceptions following established guidelines; raise complex problems or issues to senior team members
  • Support global investment initiative through participation in projects, awareness of investment performance rules and guidelines, process reviews and/or system enhancements
  • Open to continual learning as it relates to investment performance and the investment management industry as a whole

Is this a good fit? (Requirements):

  • Exposure with data visualization tools such as Power BI is a plus but not required
  • Must be detailed oriented with a critical degree of accuracy regarding data analysis
  • Must demonstrate possession of analytical, problem solving, interpersonal, time management, organization and communication skills
  • Work in fast-paced, team oriented environment and able to meet deadlines
  • Keen sense of intellectual curiosity, looks for ways to improve processes and project oriented
  • Basic PC and/or system skills required including intermediate to advanced Excel skills
  • Assertiveness and attention to detail are also key to this area of our company

Preferred Skills:

  • Bachelor's degree or equivalent experience required. Degree in accounting, finance, economics, data analytics or business preferred
  • Knowledge of, or ability to obtain knowledge of, financial services and investment related terminology preferred
  • Previous investment management experience in order to understand data/inquiries from the front office will be very helpful
  • Previous experience with working Excel, Power BI and accounting/finance systems
  • Previous experience working within a team environment and high level of customer service skills to communicate effectively-written or verbal with our customers (i.e. marketing, product, investment front office folks such as portfolio

Nice to Have:

  • Pursuing CIPM or CFA designations  
  • Previous experience using Eagle Performance (other types of investment performance systems) or creating Power BI reports
  • Previous informal leadership experience working within a team environment

If this sounds like the perfect fit,Apply Today!