Asset & Wealth Management- Salt Lake City- Associate, Ongoing Client Readiness- 10404554

Job Requirements

• Master’s degree (U.S. or foreign equivalent) in Finance, Business Administration, Accounting, Regulatory Science, or related field and one (1) year of experience in job offered or a related role OR Bachelor’s degree (U.S. or foreign equivalent) in Finance, Business Administration, Accounting, Regulatory Science, or related field and three (3) years of experience in job offered or a related role. Prior employment must include one (1) year of experience (with a Master’s) or three (3) years of experience (with a Bachelor’s) with: utilizing Alteryx to run data analysis and build workflows; utilizing SQL to prepare and run queries for items related to Rolling Review; utilizing project management skills including application enhancements, including overall User Acceptance Testing (UAT), test script generation, and coordination of testing with business stakeholders; identifying risks inherent in daily business process and driving initiatives to design controls and to mitigate risk while seeking Straight-Through-Processing (STP) workflows; analyzing and solving reference data discrepancies and exceptions management; and assisting with designing test documents, executing test scripts, and monitoring production environment roll outs.
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