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Wealth Management Operations Analyst

Sofia, Bulgaria
Mid
Full Time
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GeoWealth Development Bulgaria
Description
We are currently searching for a Wealth Management Operations Analyst to join our rapidly growing team. The Operations Analyst role is responsible for maintaining portfolio accounting systems and back-office processes for multiple financial advisory clients. To be successful on this position you should demonstrate continuous ambition, flexibility, initiative, and willingness to learn. ROLE & RESPONSIBILITIES: Ensure that all cash and positions are reconciled accurately and in a timely manner Resolve cash and position outages between banks / brokers / custodians and the GeoWealth platform Work with internal and external parties, in order to resolve breaks and synchronization issues, identify root causes, and expedite resolutions Proactively work to develop processes and procedures that improve efficiency and accuracy Work on projects such as reporting, billing, and onboarding new advisory firms as well as their clients and prospects OUR REQUIREMENTS: Bachelor’s Degree in Finance, Accounting, Business or Economics Experience in financial services Expertise working with Portfolio Accounting software would be considered as a plus Knowledge of Microsoft Office applications. Proficiency in Excel is strongly preferred Extreme attention to detail and a proven high level of data and work accuracy Exemplary problem-solving and organizational skills Strong interpersonal, verbal, and written communication skills Ability to work independently in an efficient and reliable manner Positive and hard-working attitude Proficiency in English language OUR OFFER: You will be part of our highly capable and experienced operations team Casual work environment with fun, hard-working, and open-minded colleagues Competitive salary and performance-based bonuses Comprehensive health and dental plan Convenient office location Flexible work schedule and work from home options 25 days paid annual leave Stocked kitchen and weekly lunches Sports card
Job details
Role
Finance & Audit
Seniority
Mid
Job Type
Full Time
Team Size
1-5
Stock Options
No
Monthly gross salary
Location
Sofia, Bulgaria
Home office (days/week)
2
Fully remote
No
Customer facing
No
Business travel
No
Requirements
  • Extreme attention to detail and a proven high level of data and work accuracy
  • Exemplary problem-solving and organizational skills
  • Strong interpersonal, verbal, and written communication skills
  • Ability to work independently in an efficient and reliable manner
  • Positive and hard-working attitude
Responsibilities
  • Ensure that all cash and positions are reconciled accurately and in a timely manner
  • Resolve cash and position outages between banks / brokers / custodians and the GeoWealth platform
  • Work with internal and external parties, in order to resolve breaks and synchronization issues, identify root causes, and expedite resolutions
  • Proactively work to develop processes and procedures that improve efficiency and accuracy
  • Work on projects such as reporting, billing, and onboarding new advisory firms as well as their clients and prospects
Projects you will be working on
slide 3 to 4 of 2
Our next generation end-to-end advisor platform is modern and always evolving. Accessible through one interface, it provides a holistic solution, assisting Advisors with technology, investment, and back-office needs.
Team lead
Christina Boyadjieva
Team Lead
View LinkedIn Profile
Benefits & perks
  • You will be part of our highly capable and experienced team
  • Casual work environment with fun, hard-working, and open-minded colleagues
  • Competitive salary and performance-based bonuses
  • Comprehensive health and dental plan
  • Convenient office location
  • Flexible work schedule and work from home options
  • 25 days paid annual leave
  • Stocked kitchen and weekly lunches
  • Sports card
Hiring process
1.
HR interview
2.
Domain knowledge interview with Team Lead
3.
Interview with Head of Operations
4.
Job offer
Share
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GeoWealth Development Bulgaria
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