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Asset & Wealth Management Consultant

Apolis

Dallas, TX

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JOB DETAILS
SALARY
$20–$22 Per Hour
SKILLS
Accounting, Accounting Policies, Asset Management, Brokerage, Cash Management, Communication Skills, Cross-Functional, Customer Experience, Customer Relations, Data Quality, Derivatives, Detail Oriented, Develop and Maintain Customers, Event Management, Financial Regulations, Financial Services, Fixed Income Investments, Focus Groups, Interpersonal Skills, Investment Management, Legal Documents, Legal Standards, Maintenance Services, Management Consulting, Metrics, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Onboarding, Operational Audit, Portfolio Accounting, Presentation/Verbal Skills, Process Engineering, Product Strategy, Reconciliation, Resolve Customer Issues, Risk, Risk Management, Sales, Standards Development, System Architecture, Systems Administration/Management, Team Player, Thought Leadership, Time Management, Wealth Management, Writing Skills
LOCATION
Dallas, TX
POSTED
12 days ago
Role: Asset & Wealth Management Consultant
Location: Dallas, TX (5 Days Onsite)
Duration: 6+ Months
 
Only W2.
 
 
Job Summary & Responsibilities
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 of existing business and 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.
 
Primary Responsibilities
  • Holistic ownership and understanding of client accounts from a GSAM Operations perspective by coordinating client events and issues across all operations teams and business partners, and act as a single point of contact for GSAM Operations
  • Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity.
  • Liaise with client’s appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries. Interpret and determine Operational client requirements and service standards from legal documentation and business requirements supporting all account events. Coordinate controls and sign-offs both internally and externally.
  • Ensure accounting data accuracy and provide accounting policy oversight in order to create controlled environment for investment management process.
  • Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact
  • Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate
  • Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture
  • Apply process reengineering methodologies in executing strategies and tactical solutions
 
Qualifications
  • Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
  • Bachelor’s degree required
  • Be highly collaborative, team-oriented and strong consensus builder
  • Demonstrate strong communication and interpersonal skills both written and oral
  • Previous experience in Operations and/or Financial Services industry- Relevant work experience of 1-2 year
  • Demonstrate ability to partner across product groups, regions and functional responsibilities.
  • Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
  • Risk management focus
 
 
 

About the Company

A

Apolis

Since 1996, RJT has provided successful SAP, Oracle, and IT consulting solutions and staffing services to clients around the world. The new Apolis brings you the same personalized service fortified with a greater array of IT solutions, global expertise, and cost-management strategies.

We are a global IT consultancy that seamlessly integrates experts and leading-edge solutions into your organization so you can focus on what really matters.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Computer/IT Services
EMPLOYEE BENEFITS
Paid Sick Days, Employee Referral Program, Employee Events, Retirement / Pension Plans
WEBSITE
https://www.apolisrises.com/