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Investment Operations Analyst

Dallas, TX 75201

Posted: 06/12/2024 Job Number: 122964 Type: Full-Time

Job Description

High Profile has partnered with our investment firm client to find a highly motivated, organized, and detail-oriented Operations Analyst. The person in this role will assist investment professionals in ensuring timely settlement of all trade executions, reconciling, and confirming the fund’s positions, processing all mandatory and voluntary corporate action events related to the fund’s positions, and reconciling daily profit and loss based on the day’s trading activity. They will be responsible for reconciling prime brokerage and custody accounts, resolving daily trade breaks and fails, processing corporate actions on current positions, confirming trades, and processing periodic events on positions held in a variety of security types such as options, futures, bonds, and asset-backed securities. This team member will report to the manager of the exchange traded settlements group and the director of operations. If you are looking for a refreshingly team-focused culture with low turnover and a fun work environment, then apply now! 

Job Requirements

  • Bachelor’s Degree, preferably in Business, Accounting, or Finance
  • Strong competence in MS Office Suite (Excel in particular)
  • Knowledge of financial products and/or experience with securities industry a plus
  • Knowledge of Python and SQL a plus
  • Highly collaborative team player, with the ability to effectively build relationships with senior leaders and stakeholders within and outside of the firm
  • Ability to flourish in a fast-paced, production-driven and high-volume environment
  • Ability to multi-task and prioritize based on ever-changing business requirements
  • Ability to identify problems and propose and implement workable solutions

Meet Your Recruiter

Tiffany Willis, MBA, CSP
Sr. Talent Acquisition Consultant | Accounting & Finance

Joined High Profile in 2017

Tiffany's journey of resilience and dedication traces back to her Arkansas origins.  She earned her Bachelor of Business Administration in Finance from the University of Central Arkansas and completed Military Police training in the Army National Guard immediately after.  She forged a successful career in Accounting and Finance while simultaneously completing her Master of Business Administration degree.  She has also obtained her Certified Staffing Professional (CSP) certification.

Beyond her role at High Profile, Tiffany serves as Vice President of the Women’s Finance Exchange of Dallas, where she oversees philanthropic initiatives. Her commitment to excellence has garnered widespread recognition.  She was honored as one of four rising stars in staffing by the esteemed American Staffing Association and later appointed to the Women in Leadership Council for her outstanding contributions. Additionally, P.O.W.E.R. magazine celebrated her as a Woman of Empowerment. 

Beyond work, she treasures family time, global exploration, and game nights with her husband and two daughters.

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