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Macquarie Group · 2 hours ago

Junior, Wealth Solutions Operations

NYC Metro Area

Full-time

Hybrid

Entry Level

$85K/yr - $120K/yr

3+ years exp

Macquarie Group is a global financial services group operating in 31 markets, and they are seeking a Junior Wealth Solutions Operations Executive to support core finance and operations functions for alternative investment strategies. The role involves collaborating with various teams to ensure compliance and manage risks while implementing standard operating procedures.

BankingFinanceFinancial Services

Hiring Manager

Christian Josh Pichay

Responsibilities

Implementing and uplifting standard operating procedures for funds and oversight of fund administrators and fund transfer agents

Work closely with internal and external stakeholders to ensure fund and client requirements are met

Assisting with risk assessment

Ensuring compliance with laws and regulations

Managing reputational risk through ethical judgment and adherence to policies

Supporting SEC filings and reporting control issues

Qualification

Investments operationsFinancial regulationsAnalytical skillsCommunication skillsProactive managementAutomation experienceDigitalization efforts

Required

Bachelor's degree (or equivalent) and 3+ years in Investments/Alternatives operations required

Strong analytical skills with understanding of business context and financial regulations

Excellent communication skills to drive projects and support change within the team and division

Highly motivated, able to work independently, and consistently apply diligence and care

Proactive in managing priorities and fostering a culture of improvement and strong controls

Demonstrable experience working on automation and / or digitalization efforts

Benefits

1 wellbeing leave day per year and a minimum of 25 days of annual leave

20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers

2 days of paid volunteer leave and donation matching

Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability

Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services

Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription

Recognition and service awards

Hybrid and flexible working arrangements, dependent on role

Reimbursement for work from home equipment