Investment Operations Associate

Our Customer is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. They manage $1,198.7 billion in assets on behalf of clients worldwide with the help of over 8,000 highly engaged and motivated employees focused on client needs. They actively encourage their people to collaborate to find the best ideas and solutions for clients, leveraging the tremendous diversity of thought that exists across their global organization. This is a contract position and will be hybrid onsite 3 days/week in Dallas, TX.

GENERAL PURPOSE OF POSITION
This is an investment operations position that proactively supports all local and international Investment Professionals of the Global Real Assets Securities team by seeking out opportunities and responsibilities that will allow the investment professionals to focus exclusively on investment research and investment decision making.

DUTIES AND RESPONSIBILITIES
• Provide basic research support by running routine reports and performing data entry tasks including the daily maintenance of critical spreadsheets used in the investment decision process
• Update various excel files for Investment Team based on deadlines established by each, i.e. daily, weekly, monthly, quarterly
• Perform and coordinate portfolio analytics, including performance attribution and monthly/quarterly reporting data packages
• Maintain shared investment models and portfolio model summaries including monthly processing and reporting, data verification, and scenario testing at the request of the investment team

POSITION QUALIFICATIONS
- Undergraduate degree required, Finance or Computer Science preferred
- Minimum 2 years professional work environment experience preferred
- Must demonstrate initiative, ownership for position and effective problem solving
- Advanced Microsoft Excel skills and a working knowledge of the Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
- Experience with Bloomberg and FactSet are preferred
- Proven organizational skills and detail orientation
- Proven communication skills, both verbal and written
- Excellent client service skills and team orientation
- Ability to prioritize work and multi-task
- Ability to work and communicate effectively with all levels
- Ability to meet tight deadlines with a sense of urgency
- Due to trading environment, schedule will require arrival by 7:30 a.m.

KEY COMPETENCIES
Exhibits Integrity - Maintains Client Focus - Builds Partnerships - Achieves Excellence - Fosters Entrepreneurialism

Perks are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements)

Health Benefits: Medical, Dental, Vision, Life (including spouse & child), 401k, STD/LTD, AD&D, and Commuter Benefits program.


An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.