Note: The job is a remote job and is open to candidates in USA. Cerity Partners is a company dedicated to delivering exceptional service to clients. They are seeking a Project Manager- Operations Analyst to support project teams, integrate new advisors onto the Orion system, and manage operational processes while ensuring compliance and continuous improvement.
Responsibilities
- Support the project team by maintaining a clearly defined project plan. This includes:
- Organized updates on statuses for all project related tasks
- Realistic and defined due dates and dependencies
- Managing follow ups and delegation of tasks throughout the project
- Support the integration of new advisors onto the Orion system. This includes:
- Establish the clients / accounts
- Link to custodians
- Analyze the conversion of history (transactions, balances and performance)
- Reconcile outliers pertaining to the historical conversion
- Populate custom fields
- In conjunction with users, create and test client packages
- Assist in user setup and training
- During the life of the project, serve as a point of contact for all operations questions for advisor teams, and third-party solution providers
- Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform
- Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing
- Ensure the existence of adequate internal controls and compliance with regulatory requirements
- Assist with improvement projects, ad-hoc projects and complete assigned research projects
- Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies
Skills
- Proven history of being a 'self-starter,' and a track record of working effectively in a remote/virtual environment, with a distributed team
- Ability to 'manage up' and have direct, open, and progressive conversations with Management and Partners across the firm
- An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges
- Team player who welcomes feedback with the goal of continuous improvement
- Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills
- Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time
- Proficiency in technology/applications a must – experience with excel required
- Bachelor's degree in Business or related field required
- 1-3 years related investment services industry experience preferred
- Experience with portfolio accounting and performance management software such as Orion a plus
- Experience with project management a plus
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Company Overview
Cerity Partners is a financial services company specializes in banking,finance and personal loan. It was founded in 2009, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://ceritypartners.com/.
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