Operations Analyst - Phaxis : Job Details

Join the Finance Department of this leading investment management firm as a dedicated Fee Operations Analyst in their Woodbridge, NJ office. This candidate will assist in managing the fee lifecycle for client accounts. This role involves collaborating with a specialized team to oversee all stages of the fee lifecycle, from initial implementation to ongoing maintenance and account closure. This position offers a unique opportunity to build a successful career at a prestigious firm, reporting directly to the department manager.

Primary Responsibilities:

• Operate efficiently in a fast-paced environment to meet deadlines and understand the firm's complex and customized fee structures, systems, and applications.
• Research, analyze, and implement fee structures for new client accounts.
• Execute fee-related changes for all existing accounts.
• Process account closure requests, including the calculation and finalization of fees.
• Implement non-standard fees as approved by senior management.
• Maintain accurate client account documentation using the firm's electronic storage system.
• Collaborate with Client Advisory on fee analyses, complex fee issues, and overall client requirements.
• Test periodic software upgrades to ensure system functionality remains intact.
• Assist with projects aimed at improving data accuracy, process efficiency, and user experience.
• Demonstrate flexibility and willingness to work overtime based on workload and project deadlines.

Qualifications:

• Bachelor's Degree required.
• Minimum of 1+ years of corporate experience.
• Basic understanding of Trusts, investments, and Asset Classes preferred.
• Proficiency in Microsoft Office Excel is required.
• Experience with FIS Global Plus, Appway, and PL/SQL is helpful.
• Excellent verbal and written communication skills, with the ability to convey information clearly and concisely.
• Strong organizational skills, with the ability to prioritize multiple tasks and adapt to evolving policies efficiently.
• Detail-oriented, innovative thinker, and self-starter.
• Research and analytical skills.
• This role is ideal for a detail oriented, innovative individual eager to contribute to a dynamic team and grow within a leading firm.