- SALARY:NONE
- LOCATION:NONE
Job Details
Description
The Senior Operations Analyst brings extensive operations expertise on a variety of subject matters including reconciliation, corporate actions processing, security master setup & maintenance, account setup & maintenance and performance calculations. The Senior Operations Analyst has in depth knowledge of the 1919ic specific workflows required to support the client facing Portfolio Management teams throughout a variety of special projects.
Support daily position and transaction reconciliation of Advent, APX, and custodian banks.
Essential Duties and Responsibilities
Intermediate to advanced knowledge of financial instruments (equities, fixed income, options, swaps, futures, foreign exchange) within both the domestic and global security markets.
Qualifications
Minimum Required Bachelors Degree in Finance, Economics, or related field
Education and Experience
Minimum Required None
Licenses and Credentials
Proficient in Microsoft Word, PowerPoint, Outlook
Systems and Technology
ABOUT 1919 INVESTMENT COUNSEL
1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $22 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.
The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to virtually meeting you.
1919 Investment Counsel is an Equal Opportunity Employer