Operations Analyst, Ayco Company, Latham, NY

Posted: 06/30/18 | SHARE:

Description:

With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates. 

Responsibilities 
Process daily postings of transactions and the reconciliation of client portfolios across various broker interfaces and proprietary systems 
Prepare monthly and quarterly client-facing reports and presentations for various business units 
Analyze data for periodic management reports 
Work on period-end reconciliations using scripts, macros, and advanced excel functions 
Provide support for integrated trading platform 
Act as a liaison with various financial institutions and third party vendors for client reporting 
Partner with the Technology Group and other business units on various projects 

Qualifications 
Bachelor’s degree required, with concentration in Financial Services, Accounting, Information Management or a related field preferred 
Experience in information management, accounting, financial record keeping systems, database and spreadsheets is preferred. Advent experience is a plus 
Comprehensive understanding of the Financial Markets and securities 
Technology savvy and creative thinker 
Strong analytical and organizational skills 
Excellent judgment with a focus on client service 
Self-motivated with strong ability to problem solve 
Working knowledge of certain Microsoft products including Work, Excel, Windows, PowerPoint, and Outlook 
Superior written and verbal communication skills 
Excellent organizational skills 
Ability to multi-task

To apply

Apply on line at https://careers-ayco.icims.com/jobs/1365/operations-analyst/job

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