Management Analyst Jobs

About The Position

Requirements

• Bachelor’s Degree Required
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong interest in client service
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
• Commitment to excellence and a high level of integrity

Nice To Haves

• Passion for the financial markets
• Desire to work closely with portfolio managers
• Ability to think outside the box

Responsibilities

• Support the Trust Administration team with the operation, maintenance, and monitoring of client accounts
• Administer cash management functions, including journals, checks and wires
• Prepare tax payments and other related tax filings
• Manage client account oversight activities to comply with regulatory requirements
• Reconcile and verify account activity and research historical data as needed
• Coordinate investment advisory account implementation
• Lead projects related to new business development and team strategic planning
• Serve as key liaison to other areas supporting the PWM business
• Assist with the new account onboarding process, including documentation and funding
• Participate in efforts to improve efficiencies within the GSTC business

Benefits

• Valuable and competitive benefits and wellness offerings
• Training and development opportunities
• Firmwide networks
• Benefits, wellness and personal finance offerings
• Mindfulness programs