Portfolio Risk, Operations Associate jobs in United States
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Abacus Group, LLC · 2 weeks ago

Portfolio Risk, Operations Associate

positionNYC Metro Area
timeFull-time
remoteOnsite
seniorityEntry Level
money$100K/yr - $115K/yr
date2+ years exp

Abacus Group, LLC is an asset management firm seeking a Portfolio Risk, Operations Associate to join their team. The role involves managing data, performance checks, and internal reporting, while also supporting team operations and onboarding processes.

B2BFinanceHuman ResourcesRecruitingStaffing Agency
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H1B Sponsor Likelynote

Responsibilities

Upload and review data in internal marketing systems while producing periodic reports and generating quarterly materials for various departments
Perform monthly performance checks for mutual funds and UCITS, validating data sets and coordinating with departments to resolve discrepancies
Maintain internal dashboards and reporting tools by ensuring timely updates and identifying inconsistencies
Oversee mapping files for custom analytics and utilize FactSet Portfolio Services to identify missing or incorrect classifications
Administer the team’s intranet page and track incoming requests to ensure deadlines are consistently met
Coordinate and manage team calendars, schedule meetings, collaborate with stakeholders, and resolve conflicts
Prepare agendas, distribute materials before internal meetings, and capture clear notes to ensure timely follow-up and task completion
Support onboarding of new team members by facilitating system access, tools, and training materials
Streamline administrative workflows by improving processes, developing SOPs, monitoring task progress, and flagging potential delays or resource constraints
Liaise with cross-department partners to enable smooth operational initiatives, coordinate logistics for team events, and troubleshoot basic issues before escalation

Qualification

Financial services experienceBrinson two-factor attributionAnalytical skillsExcel proficiencyPowerPoint proficiencyFinancial markets knowledgeCommunication skillsProblem-solving skillsProject management

Required

Bachelor's degree in mathematics, economics, finance, or statistics
2+ years of relevant experience
Financial services industry required
Knowledgeable in financial markets and the investment management industry
Experience with Brinson two-factor attribution methodology
Strong analytical and problem-solving skills
Ability to handle multiple projects and meet deadlines
Excellent verbal and written communication skills
Proficient in Excel and PowerPoint
Experience with FactSet PA and/or Bloomberg

Company

Abacus Group, LLC

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Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries.
dateFounded in 1997
location
New York, New York, USA
people-size11-50 employees
web-link
https://abacusgroupstaffing.com/

H1B Sponsorship

Abacus Group, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Early Stage

Leadership Team

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Brian Ruina
Partner - Accounting/Finance
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Christopher Cook
Partner, Accounting and Finance Recruitment
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Company data provided by crunchbase