Project Manager- Operations Analyst

Primary Responsibilities

As a member of the operations team your responsibilities would include the following activities:

• 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

Primary Responsibilities

• Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team.
• Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm.
• An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.
• Team player who welcomes feedback with the goal of continuous improvement.
• Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills.
• Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time.
• Proficiency in technology/applications a must – experience with excel required
• Bachelor’s degree in Business or related field required
• 1-3 years related investment services industry experience preferred
• Experience with portfolio accounting and performance management software such as Orion a plus
• Experience with project management a plus

Compensation Range:

$90,000 - $100,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits