Operations and Finance Analyst jobs in United States
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Regan Capital · 1 week ago

Operations and Finance Analyst

positionDallas, TX
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
date0+ years exp

Regan Capital is an SEC-Registered Investment Advisor seeking at least one recent graduate to join their operations and finance team. The role involves assisting in various operational and financial tasks within the Investment Management business, providing exposure to different areas of the organization.

AdviceAsset ManagementFinancial ServicesReal Estate
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Responsibilities

Assist in the trading process by helping to maintain Regan’s portfolio management system and order management system
Responsible for investigating and clearing any trade settlement breaks
Complete ad hoc projects as required by the firm’s COO and investment team
Support the investment team with any information necessary to make investment decisions
On hand support to assist the investment team with queries that arise and resolving day to day issues encountered by the firm
Assist operations team with daily responsibilities including reconciliations of cash and open positions with external parties and across internal systems, clearing settlement breaks, and other necessary tasks
Assist the Finance team as needed with daily P&L, NAV production, and monthly reporting

Qualification

OperationsFinanceInvestment ManagementBankingWealth ManagementMulti-taskingSelf-starterWork ethicAttention to detail

Required

Strong interest in the operations and finance side of the investment management business
Desire to grow a career in the operations and finance side of the business, not the investment side
Bachelor's degree with GPA of 3.5 or higher
0-2 years' industry experience (Investment Management, Banking, Wealth Management)
Self-starter, highly efficient and motivated
Strong work ethic
Ability to multi-task and work in a fast-paced environment
Accuracy and attention to detail
Resides in Dallas or must be willing to relocate
Fully eligible to work in the United States without assistance from the firm

Company

Regan Capital

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Regan Capital is an investment adviser that focuses on capital preservation and competitive risk-adjusted returns.
dateFounded in 2011
location
Dallas, Texas, USA
people-size11-50 employees
web-link
https://www.regancapital.com/

Funding

Current Stage
Early Stage

Leadership Team

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Sujit Sahadevan
Chief Operating Officer
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Recent News

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Company data provided by crunchbase