Portfolio Operations Analyst

Overview

This position is responsible for processing, mitigating risk and resolving questions related to Corporate Actions.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days a week.

Location(s): Milwaukee, WI

Responsibilities

• Gathers time critical information, communicates internally to reach decisions on each action and accurately prepares corporate action instructions for delivery to custodians within tight timeframes.
• Updates client accounts in internal systems for corporate action transactions.
• Identifies and escalates potential voluntary corporate action related risk issues that may result in financial losses if not acted upon timely.
• Provides feedback and recommendations to continuously improve processes and mitigate risk.
• Completes special projects.

Qualifications

REQUIRED QUALIFICATIONS

• Knowledge of corporate actions.
• Strong attention to detail and accuracy.
• Demonstrated time management, analytical and organizational skills.
• Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
• Proven ability to manage risk, mitigate risk and make sound decisions.
• Ability to work effectively in a team environment.
• Excellent verbal, written and interpersonal communication skills.
• Ability to drive continuous improvement and execution excellence.
• Enjoys working in a changing environment but able to focus on the task at hand.
• Remain in stationary position for prolonged periods of time
• Operate computer programs and software
• Ability to communicate effectively with audiences in person and in electronic formats
• Day-to-day contact with others (co-workers and/or public)
• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

PREFERRED QUALIFICATIONS

• Experience with BBH Infomediary, Advent Portfolio Exchange (APX), Bloomberg and Microsoft Office suite of products.

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation

Base Pay Range:  $65,000 - $85,000

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

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Disclosure

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status