Asset Management Analyst
Lenmar has several openings for Asset Management Analysts for our global financial services client. This is a hybrid role out of their South Jordan, Utah location.
The positions are 3-month contracts to start, with the potential to be extended afterwards. Pay rate is $28 / hr.
The Asset Movement Team (AMT) Associate will act as an extension of local branch management in the review and approval of incoming and outgoing money / asset movement transactions.
The AMT Associate’s will work with various systems to ensure the appropriate approval of each transaction. AMT Associates will partner with the Regional Manager to resolve issues while processing requests.
They will abide by firm and industry rules to prevent fraud, protect client’s assets, and follow client instructions.
RESPONSIBILITIES
- Provide world class customer service.
- Work closely with branch associates / management to make informed processing decisions.
- Work in a fast-paced environment with high quality standards.
- Communicate with Senior Management and Branch Associates as needed.
- Work in a team setting using critical thinking skills and internal resources to resolve escalations and decision transactions.
- Apply risk approved policies to prevent client fraud.
- Keep current on SEC / FINRA, Compliance and Firm Policies for transaction-based requests.
- Work on projects and technology pilots when appointed.
- Other duties as assigned.
QUALIFICATIONS
- College preferred or equivalent experience
- Ability to demonstrate success in previous roles
- Basic clerical and administrative skills
- Effective written and verbal communication skills
- Excellent interpersonal and client service skills
- Organizational skills, decision making skills, attention to detail and excellent follow up skills
- Experience using Microsoft suite.
- Ability to learn new systems and troubleshoot technology issues in a timely manner
Asset & Wealth Management - PWM Operations - Transfer Settlement - Analyst
Asset & Wealth Management - PWM Operations - Transfer Settlement - Analyst. The Analyst's day-to-day responsibilities include facilitating transfer requests which moves assets into and out of the firm. Analyst will initiate transfer requests from client signed ACAT instruction to bring assets into t...
Software Asset Management (Business Analyst)
Software Asset Management (Business Analyst). Additionally,the analyst will be responsible for developing and implementing effective processes to mature software asset management within the organization. Software Asset Management (Business Analyst). Bachelor's in computer science, Information System...
Asset & Wealth Management - Operations - Reporting - Analyst
Key components to our success are our strong relationships with the following partner teams throughout Client Asset Management (AM): Sales, Client Relationship Management, Portfolio Management, Technology, Global Consultants, Product Strategy, Legal and Compliance. Asset & Wealth Management - Opera...
Asset & Wealth Management Analyst
Asset & Wealth Management Analyst – Hiring FAST!. ...
Sr. Renewables Asset Management Analyst - REMOTE
Renewables Asset Management Analyst / Energy Storage Portfolio Analyst - Takes over the day-to-day management of the data analytics (including visual dashboards) for utility-scale battery storage assets across ISO/RTOs nationwide to ensure projects are optimized and operate efficiently after COD. Re...
Asset & Wealth Management, Marcus by Goldman Sachs, Fraud Detections Team Lead, Analyst - Richardson, TX & Draper, UT
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei...
Asset & Wealth Management Analyst
Job Title: Asset & Wealth Management Analyst – Hiring FAST! Location: Salt Lake City, UT Pay Rate: $22-23/HR on W2 Only – NO C2C Setting: Onsite Required (Hybrid/Remote is NOT an Option) Duration: 6+ months. WE DO VISA TRANSFERS***Required Qualifications: • Business / commerce degree from recogni...
Analyst - Acquisitions & Asset Management
The Opportunity Zone Investments Team Financial Analyst will support our Regional Deal Leads in all aspects of Development Acquisitions and Asset Management through financial modeling and market research. Build and maintain detailed analyses related to property valuation and asset performance. ...
Asset & Wealth Management, Marcus by Goldman Sachs, Fraud Detections Team Lead, Analyst - Richardson, TX & Draper, UT
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei...
Asset Management Analyst
You will support our investment team in all aspects of Acquisitions, Asset Management and Dispositions, though financial modeling and business plan execution. Build and maintain detailed analyses related to property valuation and asset performance. Provide administrative support to Bridge Property M...