Banking

Analyst – Portfolio & Tax Team

Contract

Strategic Staffing Solutions

Analyst – Portfolio & Tax Team

Location: Salt Lake City, UT
Contract: 6 Months
Pay rate: $23/hr

Job Summary and Responsibilities:

  • Asset & Wealth Management Operations delivers asset management and wealth management capabilities to clients around the world.
  • We are a multi-faceted group that partners with all areas of the Asset & Wealth Management Division to support evolving markets and business requirements.
  • Alongside that vital service delivery role, Investment Management Operations provides essential risk management and control.
  • The Private Wealth Management Operations (PWM Ops)Portfolio & Tax team is the key point of contact for US tax reporting (1099s), cost basis, and realized gains and loss reporting for our advisors and clients.
  • The team is also responsible for IRA accounts and their associated tax reports (1099Rs, 5498s).
  • The team is expanding their tax reporting capabilities to cover several international tax reporting jurisdictions’.

Primary Responsibilities:

  • Monitor and perform data validation to ensure accurate realized gain/loss reporting
  • Review corporate action events to capture appropriate cost basis updates
  • Issue client tax reports across multiple jurisdictions prior to regulatory deadlines
  • Find creative solutions to problems while providing excellent client service
  • Provide training to PWM Advisor teams regarding tax reporting updates Partner with the Business and Engineering to improve operational processes and workflows

Skills/ Basic Qualifications:

  • Understanding of the securities industry; experience with Wealth Management brokerage functions preferred
  • Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word,
  • as well as proficiency with web-based applications
  • Strong commitment to quality controls and procedures
  • Proven ability to work effectively in a team environment, improve processes, and able to work independently as a self-starter

Preferred Qualifications:

  • Candidate must be proactive, enthusiastic and team oriented
  • Ability to remain composed under pressure
  • Ability to prioritize and make decisions in a fast-paced environment
  • Accuracy and attention to detail Strong client service orientation Strong written and verbal communication skills
  • Adapt to changes and new challenges
  • Strong analytical and problem solving skills Well developed organizational skills

Education:

  • Bachelor’s degree required

Job ID: JOB-238737
Publish Date: 29 Oct 2024

Tagged as: Analyst - Portfolio & Tax Team