Senior Operations Analyst

  • Competitive - Dependent upon experience
  • Salt Lake City, UT, USA
  • Permanent, Full time
  • Alta Capital Management
  • 06 Mar 19

The Alta Operations Team is responsible for the smooth execution of back office operations at Alta including client portfolio accounting and reconciliation, client account maintenance, and opening/closing of accounts, including the execution of investment management agreements. The Senior Operations Analyst will assist in these responsibilities, will take on select project management duties, and become the point of contact with our outsourced IT provider.

ESSENTIAL FUNCTIONS & DUTIES: Assist the operations team in all aspects of Alta's operational needs, including:

 Interacting with clients to process new client account paperwork, account resignations, and deposits/withdrawals.

 Becoming proficient in using Advent, the firm's portfolio management software and eventually becoming the firm’s “superuser.”

 Utilizing Advent's portfolio management software, track daily performance of firm investment strategies for reporting purposes.

 Assisting in account maintenance and reconciliations.

 Working with our parent company, Guardian Capital Group, for special requests, reports and project management.

 Working with the firm’s outsourced IT provider when IT needs arise.

 

QUALIFICATIONS:

 Bachelor’s Degree, preferably finance or business related.

 Preferably 3+ years of experience in operations in the Finance Industry

 Strong attention to detail and exceptional organizational skills to balance competing priorities and meet deadlines.

 The ability to manage multiple tasks and work efficiently with the operations team in troubleshooting and problem-solving.

 Motivated, enthusiastic, and focused. Strong desire to develop professional skills and be a positive influence within a dynamic team environment.

 Interpersonal skills for assisting other employees and clients with onboarding of accounts and any other client requests.

 Advanced Microsoft Office product skills preferred: Excel, Word, PowerPoint, Etc.

ABOUT ALTA CAPITAL MANAGEMENT
Alta Capital Management was established in 1981 and provides investment services to institutional investors and high-net-worth individuals. We currently manage nearly $3.0B of client assets and mutual funds among our equity and fixed investment products. With 19 principals/employees, we strive to create a working environment with a flat organizational structure where employees are empowered to continually improve best practices and provide exceptional service to our clients.