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The Logistics Analyst role will become a pivotal force in driving our supply chain and logistics evolution. The successful candidate will collaborate closely with our third-party partners, leveraging analytical prowess to discern patterns, evaluate performance metrics, pinpoint cost reduction avenues, and spearhead initiatives to elevate service quality while optimizing expenses.
We seek an IT BA with expertise in broker dealer concepts & proficiency in ibroker dealer systems, such as Broadridge Impact and/or Bloomberg. This role involves overseeing the creation and approval of core project documentation including business requirements, functional requirements, technical specifications, user acceptance testing.
The Client Services Associate will be a key contributor to the relationship management team providing banking services to clients and customers. This person will be responsible for maintaining accurate documentation and financial transactions. They will support portfolio/relationship managers in providing excellent customer service.
The Logistics Analyst will oversee daily transportation shipments, working across departments to support business goals. Responsibilities include forecasting, communication with 3rd party warehouses and distribution centers, stock transfers, and ensuring a well-supported supply chain for timely deliveries.
The operations analyst will be part of the investment operations team responsible for providing trade life cycle support to the investment teams.
The Compliance Analyst Consultant will be responsible to generate various types of business status, performance and forecasting data and reports for the use of management, account officers, account analyst and planning team members, for internal and external meetings for the firm
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