Services Operations Specialist

Portfolio Services is an integrated suite of client services that ensures consistent, accurate and timely nightly processing of portfolio and security level returns and analytics. The Portfolio Services Reconciliation Team conducts daily analytics research on client portfolios. We address security analytics issues. The team closely supports and coordinates with other Portfolio Services stakeholders to ensure clients’ analytics data are quality assured in real-time, and to address questionable inputs or settings in their holdings.

What You’ll Do

• Performs coverage and analytical research on incoming tasks from the Portfolio Services Dashboard queue.
• Learn, execute, manage and apply Confluence-based quality assurance processes when possible
• Commit oneself to continuous learning of different tools, utilities and processes used by the team to execute and manage quality assurance processes
• Commit oneself to continuous learning of fi...