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excel orion advent tamarac black diamond📋 Description
- Reconcile daily portfolio and custodial records.
- Oversee Tamarac reconciliations and issue resolution.
- Lead corporate actions processing and outsourcing oversight.
- Own Tamarac reporting, model-based rebalancing, and exceptions.
- Support client experience, system design, and security mapping.
- Assist risk/compliance, audit prep, and documentation.
🎯 Requirements
- Bachelor s degree in Finance, Economics, Accounting, or related field.
- 2-5 years of experience in investment operations or a similar middle office role.
- Strong understanding of investment products and trade lifecycle.
- Proficient in Excel and Tamarac, Black Diamond, Orion, Advent.
- Familiarity with custodians such as Schwab, Fidelity, Pershing.
🎁 Benefits
- Competitive base pay and extensive benefits.
- Medical: Blue Shield and Kaiser plans.
- Dental and Vision insurance.
- 401(k) with company contributions.
- Flexible working arrangements.
- Equity Purchase Program option.
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