SmartTrust® · 5 days ago
UIT Operations Associate
Parsippany-Troy Hills, NJ
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $75K/yr
0+ years expSmartTrust® is a leading Unit Investment Trust sponsor focused on providing high-quality growth and income investments. The UIT Operations Associate will support the portfolio management and research team through administrative, analytical, and quantitative tasks, including data entry and portfolio oversight operations.
Financial ServicesInsuranceWealth Management
Responsibilities
Administers the creation, development, and support of investment portfolios to help ensure they are aligned with each trust's objectives
Data entry and affirmation in multiple spreadsheets with fixed timelines
Extensive Microsoft Excel experience in a financial setting (i.e., knowledge and usage of XNPV, XIRR, MIRR, etc.)
Work with portfolio consultants to ensure timely and accurate trust creation and launch
Coordinates deposit/origination across multiple partners
Work on product launches to ensure smooth deposits
Daily trade processing and execution
Qualification
Required
Strong knowledge of Microsoft Office with focus on competency in MS Excel and PowerPoint
0 - 3 years of Operations experience within Financial services
Strong attention to detail
Ability to read, write and speak English clearly
Knowledge of own department's operations, policies, and procedures
Must be an organized, independent, and detail-minded individual
Preferred
Bachelor's degree in economics, finance, accounting, or related field preferred
Extensive Microsoft Excel experience in a financial setting (i.e., knowledge and usage of XNPV, XIRR, MIRR, etc.)
Benefits
Competitive compensation
Open and supportive team-based environment
Full medical and dental benefits
401(k) plan with company match
Company
SmartTrust®
Hennion & Walsh, with headquarters in Parsippany, NJ, was founded in 1990 with a single goal in mind: to become the nation's premier provider of investment services to and advocate for individual investors and their financial advisors.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Matthew Wolcott
Chief Operating Officer
Company data provided by crunchbase