
Operations Analyst
2 weeks ago
**Job Summary**:
Job Title: Operations Analyst
Department: Operations
Reporting to: Chief Operating Officer
Covenant Capital is a firm with a vision to be a catalyst for change in the wealth management industry, realigning investment professionals back to the core role of stewardship of client assets.
**Responsibilities**:
- Ensure that all transactions are entered into the portfolio management system accurately and perform reconciliation with the custodian banks’ record and to be the key person in charge of maintaining the system.
- Coordinate with other stakeholders in the firm to ensure the accuracy of the data in the system
- To streamline the existing process to achieve higher efficiency
- To assist with resolving simple IT issues before escalating to the firm’s outsource IT partners
- To be the cyber security ambassador of the firm
- To assist on Ad-hoc projects
**Qualifications**:
- Bachelor’s Degree in Business or similar
- Fresh graduates are welcome too
- Strong communication and interpersonal skills with the ability to build effective working relationship
- Financial Instruments knowledge will be a plus
- Proficient in Microsoft Suite and Zoom
- Meticulous and attention to detail
- Knowledge of Bloomberg and coding will be appreciated
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