Analyst - Dealer Services

ACA Group • West Mifflin, PA

2d

About The Position

The Dealer Services Analyst will work closely with investment adviser clients to facilitate selling agreements with financial intermediaries (i.e. broker-dealers, banks, trust companies, etc.) and provide general operational support.

Requirements

• Bachelor’s degree.
• Demonstrated professional integrity.
• Strong organizational and problem-solving skills with attention to detail.
• Dependable, flexible, and adaptable to new ACA initiatives and changing client needs.
• Ability to exercise discretion and make independent judgments on matters of significance.
• Ability to work in a fast-paced small team environment.
• Ability to establish and maintain effective working relationships with colleagues and clients.
• Highly motivated and goal oriented; pro-active in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks.
• Dedicated to upholding ACA’s high-quality standards and customer service focus.
• Strong oral and written communication skills.
• Proficient with Microsoft Office applications and comfortable working in a tech enabled environment.

Nice To Haves

• Major or concentration in business, finance, economic, accounting or equivalent combination of education and experience.
• 1-2 years’ experience in a financial environment, with knowledge of securities and securities markets preferred, as well as experience in investment operations and client services; Distributor or Transfer Agency experience a plus.

Responsibilities

• Facilitate selling agreement process with various financial intermediaries.
• Maintain database of agreements and assist with the preparation of reports to clients.
• Work closely with transfer agents in drafting fund corporate action notices, establishing intermediaries to trade on their systems and assisting with fund setup questionnaires.
• Research and resolve inquiries from clients and financial intermediaries daily.
• Other tasks and duties as assigned.

Benefits

• We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business.
• Our Total Rewards package includes medical and dental coverage and 401(k) plans, and a wide range of paid time off options as well as a flexible work environment.
• You’ll also be granted time off for designated ACA Paid Holidays, Summer Fridays, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• We also offer unique benefits such as Student Debt Forgiveness and Pet Insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level