Job Title:
Analyst I - Compliance Services

Company: ConsultNet

Location: Dallas, TX

Created: 2024-04-27

Job Type: Full Time

Job Description:

Job ***** Our Compliance Services team is seeking an experienced and motivated Analyst I with 1 - 3 years of professional work experience (finance field preferred) to facilitate daily management of client coverage and deliverablesThe individual will be responsible for managing client inquiries and client support related to the functions of the outsourcing platformThe position offers direct exposure to external industry entities such as portfolio managers and trustee/custodiansThe role entails partnering with other S&P business lines to drive a client focused agenda and satisfaction. Duties and ***** Generate and manage the day-to-day deliverables to clients (primarily capital management firms) Perform routine reconciliation of key data points with trustees, and research variances Review compliance test results presented on monthly trustee reports, and research variances Monitor cash collection, payment and reserve accounts to ensure activity and transactions are processed properly Manage inquiries regarding collateral attributes and transactions, and facilitate the workflow and timely resolution between internal groups Work with WSO Compliance programmers on applicable updates to models and test calculations Complete special projects as assigned ***** BA or BS (or equivalent) Accounting / Finance Major - preferred Commercial ***** Experience in high-yield or leveraged loan financial market Experience with Wall Street Office Product Suite - preferred Strong PC skills Excel and other Microsoft Office Products Customer relations experience Management ***** N/A ***** Strong verbal and written communications skills Prepare various reports and metrics needed by internal management or special client requests ***** Must be able to work well with others in a team environment This role is limited to persons with indefinite right to work in the United States. TTH for the right person, but conversion is not a guarantee