Della Infotech
Della Infotech

Operational Analyst - Systematic Withdrawal Plan (SWP)

Minneapolis, MN, US • Posted 5 days ago • Updated 2 days ago
Contract W2
12 Months
No Travel Required
On-site
$65 - $70/hr
Fitment

Dice Job Match Score™

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Job Details

Skills

  • Systematic Withdrawal Plan
  • SWP
  • SEI
  • SEI Investments Company
  • Capital Markets
  • Trust Administrator
  • Operational Analyst

Summary

This is Ganesh from DELLA INFOTECH INC. We have an outstanding opening for you for the opportunity below. Please check the job description and share your updated resume, if you are interested.

 

Job Title : Operational Analyst

Location : Minneapolis or Milwaukee or Chicago  - Onsite

 

Role:

Operational Analyst.

This role we need someone who has worked with SEI in past has experience on SWP.

 

Systematic Withdrawal Plan (SWP)

Duration 1 year plus

 

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.

Soft Skills:

  • Demonstrate effective communication skills
  • Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
  • Ability to learn and become an expert in field.

 

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.

Preferred Qualification:

 

Preferred Technical Skills:

 

  1. Preference in: Accounting, Finance or Business related field.

 

 

 

B. Position Summary:

The Operations analyst will work in the back office processing area supporting through the banking and advisor client groups. This role requires a self-motivated, goal oriented individual with the ability to manage multiple tasks in a time sensitive delivery schedule.

 

 

Essential duties and responsibilities include the following (other duties may be assigned)

 

  • Basic processing and/or service activities specific to team function on SWP like -
    • Process static data amendments (DOB, address, fee package, statement recipients, etc.).
    • Execute inter-account cash/stock transfers as per client instructions.
    • Manage recurring and ad-hoc cash disbursements, including dividend and interest payout.
    • Review and post cash receipts from clients and counterparties.
  • Interact effectively with multiple operational processing teams.
  • Maintaining the highest level of confidentiality, quality and privacy.
  • Manage a time-sensitive delivery schedule.
  • Other duties as assigned.

 

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 10511336
  • Position Id: 9101647
  • Posted 5 days ago
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Andrew Fugle

Andrew Fugle

Della Infotech Recruiter @ Della Infotech
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