Genesis10 is currently seeking a Quality Assurance Analyst for a 6+ month contract position with a Major Financial Services Firm located in New York, NY.
Compensation: $42.00 - $44.00 per hour, W2, based on qualifications Position Overview: This role will play a key part in supporting the Direct Indexing business by providing independent quality control and validation across complex portfolio activities. The position requires exceptional attention to detail and analytical skills to review portfolio data, identify discrepancies, and ensure accuracy for client accounts. A primary responsibility will be reviewing high-value transition analyses where accuracy is critical.
Key Responsibilities: - Perform detailed quality-control reviews of high-value and complex Direct Indexing transition analyses
- Validate portfolio calculations, holdings, market values, weights, cash positions, gain/loss information, restrictions, and other key inputs and outputs
- Identify inconsistencies, calculation errors, missing information, or unusual results and escalate exceptions before analysis is finalized or delivered
- Apply sound judgment when determining whether results are reasonable based on portfolio characteristics
- Maintain a strong control mindset and consistently apply established review procedures
- Identify recurring issues, control gaps, and opportunities to improve the accuracy and scalability of the Direct Indexing process
- Document exceptions and contribute to the development of standardized QC procedures, checklists, and controls
Primary Requirements: - Exceptional attention to detail, with the ability to identify subtle discrepancies across large or complex datasets
- Strong mathematical and quantitative skills, including percentages, portfolio weights, market values, gain/loss calculations, reconciliation, and reasonableness checks
- Strong technical and analytical skills, with advanced proficiency in Microsoft Excel and the ability to work efficiently with large datasets and portfolio information
- Strong understanding of investment portfolios, securities, trading, portfolio rebalancing, or investment operations
- Ability to independently analyze information, troubleshoot discrepancies, and escalate material issues appropriately
- Strong organizational skills with the ability to manage multiple time-sensitive reviews while maintaining a high level of accuracy
- 3-5+ years of experience working with Portfolio Management teams
Desired Skills: - Experience supporting Direct Indexing, separately managed accounts, portfolio management, investment operations, or trading
- Experience with Python or other coding
Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. If you have the described qualifications and are interested in this exciting opportunity, please apply! Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: - Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years
- The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years
- Access to an experienced, caring recruiting team (more than 7 years of experience, on average)
- Behavioral Health Platform
- Medical, Dental, Vision
- Health Savings Account
- Voluntary Hospital Indemnity (Critical Illness & Accident)
- Voluntary Term Life Insurance
- 401K
- Sick Pay (for applicable states/municipalities)
- Commuter Benefits (Dallas, NYC, SF, and Illinois)
For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all of our available career opportunities, please visit us at our website.
Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
