Functional Title: Business Operations Specialist Corporate Title: TBD Department: Operations Legal Entity: EFG Asset Management (Americas) Corp. Location: Miami, FL
Specification of Core Function
The Operations Analyst will provide day to day operational support to the Portfolio Management Team
Tasks and Responsibilities
- Responsible for ensuring the Portfolio Management team has support for their trading and analysis - Provide reporting and operations support to Portfolio Managers from Charles River (CRIMS), Pershing and Globus systems - Work closely with the Portfolio Management team to provide reports and information on accounts, benchmarks, and other important investment related data as defined by the Portfolio Management team - Update models and work directly with the Portfolio Management team on investment related activities that require operational support, input or data - Interface with the Portfolio Management team in terms of supporting their investment activities through the provision of information, data and tools in order to enhance efficiency
Requirements
- Bachelor’s degree required - 2 - 5 years of operational experience in a financial services setting preferably Asset Management - Experience with Charles River Management System (CRIMS), Advent APX and Bloomberg - Proficient in Microsoft Excel, Word and Outlook - Organized and detail oriented with a demonstrated ability to multi-task, and follow up to meet deadlines; - Self-directed and motivated; - Must have demonstrated ability to work in a team environment and collaborate effectively; - Must have excellent interpersonal, oral and written communication skills - Bilingual (Spanish/English) is a plus
Reporting Line and Committees:
Reporting Line to: Chief Operations Officer – EGAM Americas
Member of the following Committee/s: Best Execution Committee, ISCO, Portfolio Manager Meetings, others as required
Should you wish to apply for this position, kindly send your resume by email to [email protected]