Alpha Portfolio Services - Associate 2 @ myGwork - LGBTQ+ Business Community | Jobright.ai
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Alpha Portfolio Services - Associate 2 jobs in Sacramento, CA
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myGwork - LGBTQ+ Business Community · 2 days ago

Alpha Portfolio Services - Associate 2

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Responsibilities

Oversee the day to day responsibilities of the team by developing a strong risk management and controlled environment.
Eliminate risk incidents and inadvertent data disclosures.
Confirm the completion of the review and verification of the staff's work on a daily basis, enforcing stringent procedures and controls.
Assist in the review and verification process as needed.
Ensure documentation protocols are followed.
Conduct high-level analysis in specific areas of expertise, identify and resolve work-processing issues, make suggestions to streamline operations and implement.
Act as a subject matter expert and provide guidance to other employees; including training for new team members, and cross training for existing team members.
Research complex issues and inquiries.
Resolve discrepancies and take action on complex and escalated matters from external clients and internal departments.
Ensure documented procedures and checklists are maintained and up to date.
Determine impact of activity to other areas.
Make proactive recommendations and solutions for problem resolution.
Interface with senior level internal and external clients and other departments on complex matters and inquiries.
Ad-hoc reporting, including daily, weekly and monthly metrics.
Engage in complex special projects and assignments including new client onboardings.

Qualification

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Operational ExperienceFinancial KnowledgeBusiness Relationship DevelopmentDeadline ManagementSLA ManagementComputer ProficiencyProblem SolvingAttention to DetailInterpersonal SkillsCommunication SkillsOrganizational Skills

Required

Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting
0-2 years related industry experience including operational experience
Working knowledge of Domestic and International financials and all related instruments
Strong willingness to learn and attention to detail
Ability to develop business relationships within and outside the organization
Excellent interpersonal, communication, organizational and problems solving skills
Ability to multi-task, balance workload and work in a deadline oriented position
Ability to meet aggressive SLA Deadlines
Computer proficient including spreadsheet and database applications

Benefits

Medical care
Insurance
Savings plans
Flexible Work Programs
Development programs
Educational support
Paid volunteer days
Matching gift programs
Employee networks

Company

myGwork - LGBTQ+ Business Community

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myGwork is the largest global platform for the LGBTQ+ business community.

Funding

Current Stage
Early Stage
Total Funding
$4.77M
Key Investors
24 HaymarketInnovate UK
2023-08-17Series Unknown· $1.66M
2023-08-17Grant· Undisclosed
2021-12-07Series A· $2.12M

Leadership Team

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Adrien Gaubert
Co-Founder & CMO
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Company data provided by crunchbase
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