Retail SMA Oversight Analyst

You will be responsible for partnering with the Asset & Wealth Management teams to create and facilitate the operational design of a strategic platform supporting the Retail Separately Managed Account (SMA). Your daily activities will include funding, review of breaks across retail function, trading desk support for ad-hoc queries and ongoing business initiatives, and coordination across portfolio managers on cash funding, withdrawals, trading requests, and account attribute changes. Key Responsibilities: - Partner with Asset & Wealth Management teams for operational design of SMA platform - Perform daily activities like funding and review of breaks - Provide trading desk support for ad-hoc queries and ongoing initiatives - Coordinate with portfolio managers on cash funding, withdrawals, trading requests, and account attribute changes Qualifications Required: - Minimum 1-2 years experience in asset management or related field - Risk management focus - Proficiency in Microsoft Office (Word, Excel, PowerPoint) and web-based applications - Bachelors degree - Strong attention to detail and sense of urgency - Highly collaborative, team-oriented, and consensus builder - Excellent written and oral communication skills - Previous experience in Operations and/or Financial Services Industry - Ability to partner across operations groups, regions, and functional responsibilities - Analytical thinker with strong facilitation and data gathering skills - Capability to work under pressure, meet tight deadlines, and provide practical solutions - Understanding of the product lifecycle and user experience for digital platform product distribution (Note: No additional details about the company were mentioned in the job description.) You will be responsible for partnering with the Asset & Wealth Management teams to create and facilitate the operational design of a strategic platform supporting the Retail Separately Managed Account (SMA). Your daily activities will include funding, review of breaks across retail function, trading desk support for ad-hoc queries and ongoing business initiatives, and coordination across portfolio managers on cash funding, withdrawals, trading requests, and account attribute changes. Key Responsibilities: - Partner with Asset & Wealth Management teams for operational design of SMA platform - Perform daily activities like funding and review of breaks - Provide trading desk support for ad-hoc queries and ongoing initiatives - Coordinate with portfolio managers on cash funding, withdrawals, trading requests, and account attribute changes Qualifications Required: - Minimum 1-2 years experience in asset management or related field - Risk management focus - Proficiency in Microsoft Office (Word, Excel, PowerPoint) and web-based applications - Bachelors degree - Strong attention to detail and sense of urgency - Highly collaborative, team-oriented, and consensus builder - Excellent written and oral communication skills - Previous experience in Operations and/or Financial Services Industry - Ability to partner across operations groups, regions, and functional responsibilities - Analytical thinker with strong facilitation and data gathering skills - Capability to work under pressure, meet tight deadlines, and provide practical solutions - Understanding of the product lifecycle and user experience for digital platform product distribution (Note: No additional details about the company were mentioned in the job description.)