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Operations Analyst

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Job Details
Job Order Number
Company Name
Robert Half
Physical Address

Job Description


Exciting career-building opportunity at a rapidly growing firm located in Downtown Chicago!!

To apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m


• Engage with third party reconciliation vendor to assist with managing portfolio reconciliation breaks

• Manage corporate action processing with custodians while ensuring accurate posting within our internal accounting system

• Aggregate and distribute monthly and quarterly reporting to clients, consultants, and custodians

• Confirm ad-hoc contributions and withdrawals and post these cash flows within our internal systems

• Collect and compile responses to audit requests

• Maintain relationships with custodian banks and prime brokers

• Identify opportunities for process improvement and oversee implementation of changes

• Assist with special operational projects as requested

• Provide back-up support for other Operations team members

• Respond to margin call requests

• Verify gain/loss calculation of currency hedges

• Assist with the onboarding of new clients and custodian changes


Qualifications & Requirements:

• Bachelor’s degree or comparable work experience

• 3-4 years of operations experience within an investment advisor is highly preferred

• Able to communicate and interact with individuals at all levels of the organization along with clients, brokers and custodians

• Client servicing mind set with excellent interpersonal and communication skills

• Able to establish priorities, meet deadlines and work in fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands

• Proficient in Microsoft Excel

• Working knowledge of investment management software including SS& C Advent Geneva, Eze OMS is preferred

• Ability to be resourceful and proactive when issues arise

• Experience with swaps, repos, margin calls, currency hedging, bank loans a plus

To apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app ( and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

© 2022 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use ( .

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