Job opening
Systematic Withdrawal Plan (SWP) Operational Analyst
Filed under Staffing and Recruiting
Full job description
Role: Systematic Withdrawal Plan (SWP) Operational Analyst
Work Location: Minneapolis, MI or Milwaukee, WI or Chicago, IL (Onsite)
Duration: 12+ Months
Essential Qualification and Work Experience:
- Bachelor's degree in finance, Accounting,
- Commerce, Economics or related field.
- 1-4 years of experience in: Custody Operations on SWP.
Domain/Technical Skills:
- Proficient in SWP navigation and client/portfolio-level data research
- Skilled in generating and interpreting BOXI reports on SWP for MIS and reporting
- Understanding of Capital Markets – Knowledge of Equities, Fixed Income, Traditional Assets, Bonds, Mutual Funds.
- Must be knowledgeable in all areas of Microsoft Office including Word, Excel, Access and Outlook.