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asset management analyst

Camber Property Group

<div>
 
 
 Company Description
 
 
 
 Camber Property Group is a leader in affordable housing industry, developing innovative projects and preserving much-needed affordable housing in communities in New York City and across the Northeast and Midwest.&nbsp;The firm focuses on four primary business lines: acquisition and preservation of existing affordable housing assets, new construction of affordable and supportive housing, and new construction and acquisition of transitional housing.
 
 
 
 
 
 
 Role Description
 
 
 
 The Asset Management Analyst (AM Analyst) will be responsible for managing a portfolio of affordable housing properties. The AM Analyst will represent ownership in executing business plans of each property under her/his management and recommend strategies and solutions to optimize performance of each property. The responsibilities of an AM Analyst will include: monitoring property operations, managing controllable expenses, and managing building compliance and capital improvements. The AM Analyst is expected to be a hands-on team member who can multi-task, has a strong work ethic, and welcomes a challenge, while working in a highly collaborative, entrepreneurial work environment. The position is based in New York City and will report to the Director of Asset Management.
 
 
 
 
 
 
 Essential Functions
 
 
 
 Responsibilities include, but are not limited to:
 
 
 &bull;&nbsp;&nbsp;Monitor and track property operations in coordination with the Property Managers to ensure targets are being hit. Operational items include: occupancy, leasing, unit turnovers, violations clearance, collections, subsidy terminations, and work order completion.
 
 
 &bull;&nbsp;&nbsp;&nbsp;Develop plans to obtain and implement increases for rental subsidies and work with property management staff to execute.
 
 
 &bull;&nbsp;&nbsp;&nbsp;Collaborate with maintenance staff, vendors, and expeditors to clear HPD, DOB, ECB and FDNY violations.
 
 
 &bull;&nbsp;&nbsp;&nbsp;Work with in-house Construction Management team to create capital improvement plans.
 
 
 &bull;&nbsp;&nbsp;&nbsp;Ensure properties are in compliance with all local laws and prepared for mandated inspections.
 
 
 &bull;&nbsp;&nbsp;&nbsp;Perform frequent site inspections to assess property conditions, and to confirm maintenance &amp; repair work meets Camber&rsquo;s standards. Verify work orders are being created and work being completed for any deficiencies identified.
 
 
 &bull;&nbsp;&nbsp;&nbsp;Active oversite of the controllable expenses for each property, inclusive of providing actual to budget variance commentary and annual budgets.
 
 
 &bull;&nbsp;&nbsp;&nbsp;Propose value-add initiatives at each property and assist project team members in creating investment objectives for each property.
 
 
 &bull;&nbsp;&nbsp;&nbsp;Review contracts and negotiate with contractors, vendors, and consultants, as needed.
 
 
 &bull;&nbsp;&nbsp;&nbsp;Assist team members with cash management forecasts to ensure real-time operational updates are being accounted for in the forecasts.
 
 
 &bull;&nbsp;&nbsp;&nbsp;Problem-solve and work collaboratively with the Team.
 
 
 &nbsp;
 
 
 
 Required Experience
 
 
 
 &middot;&nbsp;&nbsp;+2 years in a relevant field; experience in property management preferred
 
 
 &middot;&nbsp;&nbsp;&nbsp;Basic understanding of multifamily operations; Experience with Yardi is a Plus
 
 
 &nbsp;
 
 
 
 Desired Qualifications
 
 
 
 
 &middot;&nbsp;&nbsp;
 
 College degree in Real Estate, Architecture, Urban Planning, Finance, Accounting or other relevant field
 
 
 &middot;&nbsp;&nbsp;Knowledge of affordable housing landscape, regulatory agreements, and HPD, HUD, and NYCHA assisted housing programs is a plus
 
 
 &middot;&nbsp;&nbsp;Knowledge of building compliance and local laws
 
 
 &middot;&nbsp;&nbsp;Ability to conduct site visits to identify issues and create solutions
 
 
 &middot;&nbsp;&nbsp;Possess a Real Estate owner&rsquo;s mentality to drive NOI and cash available for distribution in the most effective manner possible.&nbsp;
 
 
 &middot;&nbsp;&nbsp;Ability to work on multiple projects and handle confidential information
 
 
 &middot;&nbsp;&nbsp;Attention to detail, strong problem-solving skills, willingness to learn independently
 
 
 &middot;&nbsp;&nbsp;Self-starter who can identify project priorities independently
 
 
 &middot;&nbsp;&nbsp;Excited to interface with a varied and diverse resident population
 
 
 
 &nbsp;
 
 
 
 
 Position Type
 
 
 <ul>
 <li>
 &middot;&nbsp;Full-Time; Monday &ndash; Friday
 </li>
 </ul>
 
 
 
 
 
 Compensation
 
 : $85,000 - $110,000
 
 
 
 
 
 
 Work Environment
 
 
 
 &middot;&nbsp;&nbsp;This job operates in an office environment in New York City and will require travel to properties primarily within New York City and occasionally in the Tri-State area (NY, NJ, and CT)
 
 
 
 &nbsp;
 
 
 
 
 Physical Demands
 
 
 
 The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job.
 
 
 &middot;&nbsp;&nbsp;Communicate and converse, maintain a stationary position (standing or sitting), move/traverse, kneel, bend, and reach with hands and arms for extended periods.
 
 
 &middot;&nbsp;&nbsp;Routinely use standard office equipment.
 
 
 &middot;&nbsp;&nbsp;Occasionally push and pull items weighing 15 pounds or less.
 
 
 &middot;&nbsp;&nbsp;The ability to follow written and oral instructions and procedures.
 
 
 &nbsp;
 
 
 
 Affirmative Action (AAP/EEO statement)
 
 
 
 Camber is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sex, sexual orientation, national origin, genetics, disability, age, or veteran status.
 
 
 &nbsp;
 
 
 
 Disclaimer
 
 
 
 This job description in no way states or implies that this is an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements, or working conditions to be performed by the employee in this position.&nbsp;&nbsp;While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.&nbsp;It does not limit the assignment of related duties not mentioned.
 
 
 &nbsp;
 
 
 All job requirements are subject to possible revision to reflect changes in the position requirements or to reasonably accommodate individuals with disabilities.&nbsp;Some requirements may exclude individuals who pose a threat or risk to the health and safety of themselves or other employees.&nbsp;Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with Federal and State laws).&nbsp;Employment is on an &ldquo;at-will&rdquo; basis.&nbsp;&nbsp;
 
</div>

Asset Management Analyst

Harbor Group International

<div>
 
 
 Investment Management Analyst
 
 
 
 
 Position:
 
 Investment Management Analyst
 
 
 
 Location:
 
 New York, NY
 
 
 
 
 
 
 
 
 
 JOB SUMMARY:
 
 
 
 HGI is seeking an Analyst to join our Investment Management team. The Analyst will play a pivotal role in analyzing, monitoring, and reporting on all aspects of an investment. The Analyst will perform investment management duties consisting of performance analysis, direct equity and credit investment valuation, investor reporting, investment model review, distributions, waterfall calculations, and other special projects. The team also focuses on communicating the company&rsquo;s products, platform, competitive advantages, business model, and financial results to internal and external audiences, including HGI executives, auditors, and investors. The Analyst will work closely with the firm&rsquo;s senior members and executives. The role is onsite, based in New York City.
 
 
 
 
 
 
 RESPONSIBILITIES:
 
 
 <ul>
 <li>
 Review investment and fund performance, including financial modeling, pro forma cash flow, and analysis of market landscapes.
 </li>
 <li>
 Work with transactions team to evaluate the risk/return and potential fit of new investments.
 </li>
 <li>
 Contribute to quarterly distribution processes by aggregating financial data, analyzing performance, reviewing projections, and performing waterfall calculations.
 </li>
 <li>
 Assist in the valuation processes of investments within the portfolio
 </li>
 <li>
 Assist with the evaluation of new opportunities across property sectors and capital structures.
 </li>
 <li>
 Prepare detailed quarterly asset and fund performance reports, as well as custom investor reporting.
 </li>
 <li>
 Compile portfolio data for marketing materials such as due diligence requests and pitchbooks.
 </li>
 <li>
 Complete special projects and other related responsibilities.
 </li>
 <li>
 Communicate with third parties directly including investors, lenders, and auditors.
 </li>
 <li>
 Coordinate with all verticals of a private equity real estate firm, including Transactions, Asset Management, Accounting and Finance, Legal and Compliance, and Investor Relations.
 </li>
 </ul>
 
 
 
 
 
 QUALIFICATIONS:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in finance, real estate, or a similar field; or equivalent work experience.
 </li>
 <li>
 At least one year of relevant experience in commercial real estate private equity, private equity, accounting or financial services.
 </li>
 <li>
 Proficient understanding of underwriting, deal structure, waterfalls, and private equity real estate fundamentals.
 </li>
 <li>
 Ability to work independently and collaboratively in a multidisciplinary team.
 </li>
 <li>
 Strong knowledge of Microsoft Excel, Word, PowerPoint and other similar platforms.
 </li>
 <li>
 Excellent attention to detail, analytical skills, and ability to prioritize projects.
 </li>
 <li>
 Exceptional interpersonal &amp; communication skills, both verbal and written.
 </li>
 </ul>
 
 #LI-TB1
 
</div>

Investment Management Analyst

Goldman Sachs

<div>
 
 Job Description
 
 
 
 Asset &amp; Wealth Management: Goldman Sachs Asset Management (GSAM) is one of the world&rsquo;s leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today&rsquo;s dynamic markets, and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world&rsquo;s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.
 
 
 
 Responsibilities And Qualifications
 
 
 
 The Global Fixed Income and Currency team is seeking a junior trader/portfolio manager at the analyst/associate level in New York, NY. The successful candidate will be an integral part of the trading/portfolio management team in New York. In addition to its trading responsibilities, the role will also include support for the portfolio management efforts and considerable interaction with operations and technology support.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Allocate, execute, and reconcile trades
 </li>
 <li>
 Working with portfolio managers to build and monitor risk in portfolios, including management of cash flows
 </li>
 <li>
 Maintain and rebalance portfolios across strategies
 </li>
 <li>
 Work with technology and strat teams to increase automation, improve quality of data, and create new trading tools
 </li>
 <li>
 Liase with operations on a daily basis to resolve any trading issues
 </li>
 <li>
 Update and maintain reports for weekly/bi-weekly strategy meetings
 
 
 </li>
 </ul>
 
 Skills / Experience
 
 
 
 <ul>
 <li>
 0.5 - 3 years of experience
 </li>
 <li>
 Numerical and analytical with excellent attention to detail
 </li>
 <li>
 Strong systems knowledge
 </li>
 <li>
 Keen interest in markets
 </li>
 <li>
 Strong Interpersonal skills
 </li>
 <li>
 Ability to work well under pressure
 
 
 </li>
 </ul>
 
 Salary Range
 
 
 
 The expected base salary for this New York, New York, United States-based position is $85000-$110000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 
 
 
 Benefits
 
 
 
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>

Asset & Wealth Management, Fixed Income, Junior Trader and Portfolio Manager, Analyst– New York

TD Bank

<div>Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$110,000 - $130,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Preferred Qualifications:
Company Overview
TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. The firm works with clients around the world, focusing selectively and strategically on the key financial centers: Toronto, Montreal, Calgary, Vancouver, New York, London, Singapore, and Tokyo. www.td.com
Department Overview
TD Securities Global Asset Servicing (GAS) is a diverse and dynamic group of individuals, whose varied talents and experiences enable us to provide critical infrastructure services that support and/or control the trading, investment, and corporate banking functions of TD Securities. We are committed to innovation with purpose, execution with excellence, and continually improving the employee value proposition. We foster a culture of diversity, inclusion, and community giving. Our dynamic team is divided into five main functional areas: Capital Markets, Financing Operations, Payment and Correspondent Banking Services, Business Services, and Change Delivery.
The GAS team partners with the front office and other groups globally to manage risk and deliver world class service to our global client base. The team provide operational support and control across the trade lifecycle. The team is heavily involved in new product initiatives and process improvements support the growing needs of the business. We take great pride in ensuring controls are continuously monitored and updated while focusing on exceeding customer expectations.
If you are industrious, collaborative, innovative, and enjoy visionary thinking, joining our team could be an ideal opportunity for you.
Global Asset Servicing &ndash; Corporate Actions Overview
<ul><li>Manage daily Corporate Action Events across multiple fixed income products.
</li><li>Familiarity with DTC, Euroclear and foreign depository clearance, settlements, and Asset Servicing.
</li><li>Knowledge of new bond issues, changes in terms and conditions to the indentures, details, and calculations of interest for P&amp;I, fixed and floating rate issues, bankruptcies, liquidations, defaults, consents, conversions, full and partial calls, and maturities.
</li><li>Responsible for processing Corporate Actions from trade date to settlement date including fails management over the complete event.
</li><li>Interact with operations groups globally to provide industry leading client service to external clients and internal stakeholders.
</li><li>Internal and external clients while developing relationships with colleagues across TDS Global Operations and Business Services.
</li></ul>The Global Asset Servicing Corporate Actions team is responsible for ensuring complete, accurate, and timely processing of all corporate actions as well as maintaining the multiple security masters (cross platform).
Primary Responsibilities :
<ul><li>Asset Servicing event creation in proprietary systems.
</li><li>Perform day-to-day processing and reconciliation of all Corporate Action Events.
</li><li>Identification, escalation, and resolution of corporate action issues understanding while working against critical deadlines.
</li><li>Processing ad-hoc bond conversion requests on 144A/REGS securities.
</li><li>Working with external brokers to process events on Repo / Stock Loan positions and settle claims.
</li><li>Respond to both internal and external inquiries expeditiously.
</li><li>Working in a dynamic environment; leverage expertise in key areas to deliver a superior work product.
</li><li>Partner with technology to development, implement and refine internal system and processes.
</li><li>Provide management feedback on custodian and vendor performance.
</li><li>Support direct manager in the delivery and monitoring of daily outputs and critical tasks.
</li><li>Efficiently maintain documentation for regulatory, compliance, and audit purposes.
</li><li>Drive new business initiatives and pursue automations in support of STP (straight through processing).
</li></ul>Qualifications:
<ul><li>5+ years&rsquo; experience in Asset Servicing Operations.
</li><li>Can collaborate with and encourage other team members in the pursuit of operational excellence.
</li><li>Possess excellent communication skills.
</li><li>Able to work in a fast-paced, deadline sensitive environment.
</li><li>Self-starter who is comfortable in a complex role interfacing with clients and internal teams.
</li></ul><ul><li>Strong knowledge of Excel (e.g., VLOOKUP, pivots, macros, etc.).
</li><li>Proven risk management skills, fostering a zero-tolerance policy for poor management practices.
</li><li>Broadridge NAPE experience is preferred
</li><li>Strong front-to-back ownership mentality
</li><li>Adept at multi-tasking skills with the ability to prioritize competing/conflicting priorities.
</li><li>Excellent analytical/problem solving skills while maintaining a sense of urgency.
</li><li>Understanding of industry best practices.
</li><li>Build strong relationships and work collaboratively within Global Operations and Business Services teams to support the growing needs of the business.
</li></ul><h3 class="jobSectionHeader">Inclusiveness
</h3>At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve, creating an environment where every employee can reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
The Operations Analyst/Specialist II TDS coordinates and executes projects primarily focused on the continuous improvement of Operations and/or the attainment of organizational objectives. The Operations Analyst/Specialist II TDS assists Operations management in identifying opportunities for process improvements, analyzes options (including software, workflow changes, training needs, and procedure modification), and presents recommendations and implements change.
Depth &amp; Scope:
<ul><li>Performs more complex operational analysis within the Loss Analytics department
</li><li>Works independently and works with the Management team in making decisions on policy and procedure changes
</li><li>Develops recommendation and coordinates the implementation of new procedures
</li><li>Disseminates analyzed findings and makes recommendations to Management pertaining to system configurations and/or process changes
</li><li>Manages through to completion on assigned projects including identifying project requirements, gathering information, developing an approach, executing the project and ensuring communication occurs across functional areas
</li><li>Projects could involve standardization, conversion, productivity, service quality or other strategic issues or documentation related to these areas
</li><li>Leads capacity analysis for Fraud software to determine appropriate staffing levels
</li><li>Collects and analyzes pertinent information and data pertaining to fraud committed against TD Bank
</li><li>Conducts detailed statistical analysis involving fraud loss and check card data and correlate to Fraud Management applications/processes to determine department effectiveness
</li><li>Completes ad-hoc reporting and analysis requests from Management including data collection
</li><li>Considered a subject matter expert for Operations processes and acts as a resource for resolving technical or operational issues
</li><li>Conducts capacity analysis for Fraud software to determine appropriate staffing levels
</li><li>Identifies opportunities and presents solutions for process improvements, including streamlining functions, resolving processing problems and improving service quality
</li>Develops solutions in conjunction with work teams and management and then coordinates implementation 
<li>
</li></ul> 
Experience:
<ul><li>Bachelor's degree, or specialized training / equivalent work experience
</li><li>5+ years related experience
</li><li>Successful project management skills and ability to work independently
</li><li>Proven ability to relate technical solutions to operational issues
</li><li>Proven verbal and written communication skills
</li><li>Excellent in operating computer applications with specific focus on data retrieval and research including CMOD
</li><li>Solid understanding of data analysis techniques and methodology
</li><li>Proficient in Monarch, Access and Excel, proven knowledge of PowerPoint and Word
</li></ul>Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
 
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more 
 
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. 
 
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. 
 
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

Operations Analyst, TDS Global Asset Servicing - Corporate Actions

Wilson Elser

<div><div>Wilson Elser is a leading defense litigation law firm with more than 1400 attorneys in 46 offices throughout the United States. Founded in 1978, we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journal's survey of the nation's largest law firms.</div>
Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation. If you are a motivated professional looking for a long-term fit where you can grow in a role, and will be valued and empowered, then we invite you to apply to our On-Site IT Support Analyst in our New York office.

This position is a full-time on site position.

The Position

This role provides on-site technology support to our attorneys and staff in an assigned office location. Acting as a resident technology support expert, it is expected for this role to properly troubleshoot and resolve hardware, software, and peripheral issues reported by all personnel working at that assigned office location. As a local representative of Wilson Elser's national IT department, the ideal candidate thrives on working in a fast-paced, growing environment and has the ability to provide white-glove, concierge-level services while juggling multiple demands.

Key Responsibilities:
<ul>
<li>Understand and execute standard operating procedures for imaging and deploying computer equipment for onboarding new hires.</li>
<li>Collect and track equipment from departed end users following standardized asset tracking procedures.</li>
<li>Provide support for video conferencing and related A/V on-site systems.</li>
<li>Install, configure, and troubleshoot software, including document management, Microsoft office applications, remote conferencing tools, and financial systems.</li>
<li>Coordinate user requirements with regional supervisors, management, and other IT teams.</li>
<li>Build service-based relationships with the attorneys and staff, while utilizing exceptional customer service skills.</li>
<li>Collaborate with other team members on tasks or requests, in an efficient and expeditious manner.</li>
<li>Evaluate and record tickets for ongoing requests for new hardware, software installations, and incidents reported by end users within your assigned office.</li>
<li>Adhere to organizational change management processes.</li>
<li>Perform special duties, tasks, or projects, as required.</li>
</ul>
Qualifications
<ul>
<li>Minimum 2 years in technical support on IT hardware, software, and desktop peripherals, including but not limited to:
<ul><li>Windows 10 &amp; Windows 11 Operating Systems</li>
<li>Microsoft Office O365 with a strong acumen in Outlook</li>
<li>Desktop client v. web-based applications</li>
<li>Active Directory &amp; Azure AD</li>
<li>Zoom Rooms &amp; Microsoft Teams</li>
<li>Desktop Driver Controls</li>
<li>All-in-One Monitors</li>
<li>VPN, Remote Access, &amp; Cloud Network Access</li>
<li>Virtual Desktop Environments and Functions</li>
<li>Cloud &amp; On-Prem Telephony functions</li>
<li>Desktop imaging &amp; BIOS controls</li>
<li>LAN and SD-WAN support</li>
</ul></li></ul><ul><li>Minimum 3 years working in ITSM and ITIL environments.</li>
<li>Self-starter with the ability to manage own time effectively and work autonomously.</li>
<li>Ability to lift and move items up to 50 lbs.</li>
<li>Ability to travel throughout the region, if needed.</li>
<li>Experience working in an environment that promotes active listening, transparency, and customer-centric service.</li>
<li>Experience in system operations and/or administration a plus.</li>
<li>Prior law firm experience a big plus.</li>
<li>Strong analytical and problem-solving skills.</li>
<li>Excellent verbal and written communication skills.</li>
<li>Certifications in CompTIA A+, CompTIA Network+, or MCDST, HDI Support Center Analyst.</li>
<li>ITIL4 certification preferred (in-house training is available).</li>
</ul>
Education
<ul>
<li>Bachelor's degree in Computer Science, Information Security, or other related field. Or equivalent work experience.</li>
<li>Certifications in CompTIA A+, CompTIA Network+, or MCDST, HDI Support Center Analyst, or ITIL preferred but not required.</li>
</ul><div>
Why Should You Apply?
<ul>
<li>Benefits: Outstanding benefits package, including 401k match and generous PTO plan</li>
<li>Career Growth: Ample opportunities for professional development and advancement</li>
<li>Employee Perks: Access to corporate discount plans and other benefits</li>
</ul><h5 class="jobSectionHeader">Wilson Elser welcomes submissions of candidates for our open positions exclusively from recruitment agencies with an active, signed fee agreement who have been granted access to a position through our dedicated Recruitment Agency Portal. We are unable to consider submissions from recruitment agencies without a current (dated as of 7/1/2024) agreement in place. We appreciate your understanding. For collaboration inquiries or to establish an agreement, please contact us at talentacquisition@wilsonelser.com.</h5>
<h5 class="jobSectionHeader">Wilson Elser is committed to a collegial work environment in which all individuals are treated with respect and dignity. It is the Firm's policy that employment will be based on merit, qualifications, and competence. Further, employment decisions will be made without regard to an applicants race, color, age, sex, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation or preference, gender identity, physical or mental disability, status as a victim of domestic violence, sex offenses, or stalking, past or present service in the uniformed services or application or obligation to serve in the uniformed services, or any other characteristic protected by law.</h5>
<h5 class="jobSectionHeader">Wilson Elser endeavors to make the Wilson Elser website accessible to any and all users. You may review our Accessibility Policy here.</h5>
<h5 class="jobSectionHeader">California Residents may review our CCPA notice for applicants and employees here.</h5>
<h5 class="jobSectionHeader">#ZR</h5></div></div>

Bessemer Trust

<div>Position Summary

The primary focus of the Investment Operations Analyst is to analyze processes, identify opportunities for improvement, and help implement operational efficiencies across the Investment Department. The candidate should possess a strong understanding of the wealth management industry.

Key responsibilities and objectives:
<ul><li>Analyze, research, and remain current on the processes within the Investment Department and help generate and implement solutions to improve efficiency</li></ul>
<ul><li>Work with a multi-disciplinary team to help design and implement a new or enhanced order management and execution management system</li></ul>
<ul><li>Assist with general investment platform projects</li></ul>
<ul><li>Enhance and produce Investment Department management reports</li></ul>
<ul><li>Inventory internal reports, alerts and other systematic communication that are sent</li></ul>
<ul><li>Work with team to create and improve tools and processes utilized by client advisors for making asset allocation and investment decisions pertaining to client portfolios</li></ul>
<ul><li>Help team to answer questions from client advisors pertaining to specific securities, asset classes, portfolios, or economic issues</li></ul>
<ul><li>Special projects, as needed</li></ul>
Requirements
<ul>
<li>Bachelor's degree, 6-10+ years in finance or a related field</li>
<li>Excellent quantitative, verbal, and written communication skills</li>
<li>Excellent capabilities in Microsoft Word, Excel, and PowerPoint</li>
<li>Familiarity with OMS/EMS systems such as Longview and Charles River as well as financial software such as Bloomberg and / or FactSet</li>
<li>Ability to multi-task and work in a team-oriented environment</li>
<li>Excellent interpersonal skills</li>
<li>Collaborative, highly energetic, proactive, positive, and flexible in the face of internal and external challenges</li>
<li>Graduate degree and/or CFA designation a plus</li>
</ul>
Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.
The base salary range for this position is $125,000 - $150,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit's incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.

About Bessemer Trust

Bessemer Trust is a family office, overseeing more than $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:
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<li>For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.</li>
<li>Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.</li>
<li>To watch a video about Bessemer Trust's history, click here.</li>
<li>To learn more about Bessemer Trust, click here.</li>
</ul>
About Our Employee Rewards and Benefits:

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
<ul>
<li>Competitive base salary plus discretionary annual bonus for select positions</li>
<li>A 401(k) plan with a generous annual profit-sharing contribution</li>
<li>Personalized development and career opportunities, including tuition reimbursement support</li>
<li>Comprehensive medical, dental, and vision plans with zero contributions for employee coverage</li>
<li>Employee assistance (EAP) and wellness programs</li>
<li>Hybrid work environment: 60% in office, 40% remote for most positions</li>
<li>Paid time off and paid parental leave</li>
<li>Employer-paid life insurance and short- and long-term disability coverage</li>
<li>Legal services and financial wellness plans at no cost to employees</li>
</ul>
Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.</div>

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