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Cerity Partners · 9 hours ago

Project Manager- Operations Analyst

United States

Full-time

Remote

Entry, Mid Level

$80K/yr - $90K/yr

1+ years exp

Cerity Partners is a company dedicated to delivering exceptional service to clients. They are seeking a Project Manager- Operations Analyst to support project teams, integrate new advisors onto the Orion system, and manage operational processes while ensuring compliance and continuous improvement.

BankingFinanceFinancial Services

No H1B

Responsibilities

Support the project team by maintaining a clearly defined project plan. This includes:

Organized updates on statuses for all project related tasks

Realistic and defined due dates and dependencies

Managing follow ups and delegation of tasks throughout the project

Support the integration of new advisors onto the Orion system. This includes:

Establish the clients / accounts

Link to custodians

Analyze the conversion of history (transactions, balances and performance)

Reconcile outliers pertaining to the historical conversion

Populate custom fields

In conjunction with users, create and test client packages

Assist in user setup and training

During the life of the project, serve as a point of contact for all operations questions for advisor teams, and third-party solution providers

Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform

Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing

Ensure the existence of adequate internal controls and compliance with regulatory requirements

Assist with improvement projects, ad-hoc projects and complete assigned research projects

Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies

Qualification

Orion system experienceProject managementAnalytical problem-solvingPortfolio accounting softwareExcel proficiencyContinuous improvement mindsetDetail-orientedCommunication skillsTeam player