AWM - Operations - PWM Product Data & Performance - Analyst

Spectraforce Technologies
United States, Utah, Salt Lake City
Sep 03, 2025
Title: AWM - Operations - PWM Product Data & Performance - Analyst Duration: 6 months Location: Salt Lake City, UT, 84111 Summary: Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. The Performance team works closely with Private Wealth Management Business, Compliance, Technology, and other Operations teams globally to maintain firm-wide performance data. The team is responsible for ensuring performance figures are accurate and implementing solutions to correct returns when necessary. Additionally, team members are the primary point of contact for global PWM performance questions. Job Duties: Prepare to gain a comprehensive understanding of various performance methodologies and calculations in the PWM systems, including time-weighted return, internal rate of return and investment result performance reporting. Apply your quantitative skills as you conduct root cause analysis, probability theories, and drive resolution for performance return discrepancies. Showcase your client service skills as you partner with PWM Business to ensure client's performance needs are being met in a timely and satisfactory manner. Leverage your risk-management skills to successfully adhere to current controls while identifying areas where additional controls could be put in place. Basic Qualifications: Bachelor's degree. Proven analytical and problem solving ability. Quantitative skills to understand complex calculations. Strong communication and interpersonal skills. Ability to multi-task and prioritize accordingly. MS Office (Excel/Word/PowerPoint) proficiency. Ability to work effectively in a team environment. Ability to work independently and as a self-starter, as appropriate. Strong control focus and attention to detail. Preferred Qualifications: Previous Operations experience. STEM background. Understanding of various performance methodologies.