Operations Analyst

***The salary range for this position is $24.11 - $31.36 per hour.***

***Please note, that all applicants applying for US job openings must be legally authorized to work in the United States.***

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.

We are seeking an Operations Analyst on a contract basis to collect and analyze investment performance data working with internal groups (operations, portfolio/product management, marketing, compliance, investment management) and external groups (clients, prospects, consultants). The individual will have an opportunity to gain an understanding of the investment management industry, including performance calculation and variables impacting returns. This role is a hybrid setup with 2 days remote and 3 days onsite in Houston, TX.

What You’ll Do:

• Calculate and produce accurate performance data by interacting with appropriate individuals/groups to resolve errors
• Assist in the implementation of the performance of the separately managed accounts business
• Maintain systems and databases by following departmental procedures to ensure the accuracy and integrity of static and time series data for assigned portfolios, benchmarks, and other information
• Obtain a base understanding of performance calculations in various systems and calculate manually as needed
• Prepare annual Investment Company Institute (ICI) survey with training from more senior analysts
• Assist in preparing reports and responding to inquiries on both a recurring and ad hoc basis for internal and external clients
• Ensure performance data has been represented in a complete and accurate manner within senior management reports, third-party databases, sales materials, and regulatory filings
• Support senior members of the team with special projects and process improvements/efficiencies

Must Haves:

• Skills in SQL coding
• Ability to contribute in a team environment is critical
• Ability to conduct complex analysis and present data in a meaningful way
• Ability to handle multiple tasks, prioritize work, meet deadlines, and concentrate on detailed information
• Strong analytical skills and detail orientation
• Open-minded, flexible, and able to work in a fast-paced dynamic environment
• Ability to lift, carry, or otherwise move objects of up to 10 pounds is also necessary
• Strong technology skills in Microsoft applications including Excel, Access, and VBA are preferred
• Python coding skills a plus

Education:

• Bachelor’s Degree in Mathematics, Finance, Economics, Engineering, or equivalent degree that is focused on Mathematics/Statistics preferred

Hours & Location:

• M-F, 20 hours/week. This role is a hybrid setup with 2 days remote and 3 days onsite in Houston, TX.

Please Note: In order to create a safe, productive work environment, our client is requiring all contractors who plan to be onsite to be fully vaccinated according to the CDC guidelines. Prior to coming into our offices, contractors will be required to attest that they are fully vaccinated.

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

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