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30.07.2020
★★★★★ ASSET MANAGEMENT SENIOR OPERATIONS ANALYST, GEOWEALTH DEVELOPMENT BULGARIA EOOD
Месторабота София, Бул. "Цариградско Шосе" 62 (виж карта); Постоянна работа; Пълно работно време; Езици: Английски
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ASSET MANAGEMENT SENIOR OPERATIONS ANALYST

OPPORTUNITY

GeoWealth is a leading digital advisory platform firm which delivers a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry. We are currently searching for an Operations Analyst to join our rapidly growing team. The Operations Analyst role is responsible for maintaining portfolio accounting systems and back office processes for multiple financial advisory clients. Success in the department will be based on an employee’s ambition, flexibility, initiative, and willingness to learn. A positive, hard-working attitude is a must for the position.

DAILY RESPONSIBILITIES:

 Ensure that all cash and positions are reconciled accurately and in a timely manner.
 Resolve cash and position outages between banks / brokers / custodians and the GeoWealth platform.
 Work with internal and external parties in order to resolve breaks and synchronization issues, identify root causes, and expedite resolutions.
 Proactively work to develop processes and procedures that improve efficiency and accuracy.
 Work on projects such as reporting, billing, and onboarding new advisory firms and their clients and prospects.

SKILLS, KNOWLEDGE AND EXPERIENCE:

 Experience in financial services is preferred (3-5 years of experience).
 Experience working with Portfolio Accounting software is a plus.
 Extreme attention to detail and a proven high level of data and work accuracy.
 Exemplary problem-solving and organizational skills.
 Communication Skills – Strong interpersonal, verbal, and written communication skills.
 Knowledge of Microsoft Office applications. Proficiency in Excel strongly preferred.
 Responsibility and Initiative – Ability to work independently in an efficient and reliable manner.
 Proficiency in English
 Bachelor’s Degree (Finance, Accounting, Business or Economics degree preferred)

COMPANY CULTURE AND BENEFITS PACKAGE:

 Casual work environment with fun, hard-working, and open-minded coworkers
 Competitive salary
 Performance-based annual bonus
 Supplemental Health Insurance
 25 days of paid vacation
 60 BGN of food vouchers per month
 130 BGN of general shopping vouchers per month
 Flexible PTO and work schedule
 Stocked kitchen and weekly lunches
 Paid gym membership

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law.


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