OPERATIONS ANALYST II

Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.

Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.

As an Operations Analyst II, you will coordinate the daily operations for the Investment Operations Team, with a focus on transactional reviews, account and asset reconciliation, security pricing, performance updates and review, client performance reporting and fee billing. This fast-paced role requires strong problem-solving skills, attention to detail and a service-oriented mindset in an ever-changing environment. The goal of the position is to complete reconciliations and reporting for our end client(s) in an accurate, timely and seamless manner.

Responsibilities:

  • As an Operation Analyst II, you will manage the investment accounting and reconciliation process that includes investment performance calculations as well as cost basis reconciliation.
  • Transaction posting and account reconciliations are essential responsibilities and directly impact the operations of the Firm. Critical thinking is involved heavily as we work with high dollar transactions and high net worth clients.
  • You will maintain client accounts, ensuring all appropriate reporting, pricing, posting trades and transaction posting, which contributes to operational effectiveness, client service and compliance.
  • Special projects as assigned, will provide an opportunity to expand your personal knowledge as well as industry experience. In addition, you may be asked to support firm priorities and initiatives outside of your daily tasks.
  • In the role of the Operations Analyst II, you will not only provide excellent client service, but you will exercise discretion and independent judgment on significant matters impacting the Firm.
  • Modeling the values of trust, service, excellence, performance, and relationships will be essential as a representative of Bridges Trust.

Qualifications:

  • Associates or bachelor’s degree in accounting and/or finance or equivalent work experience, preferably in financial services
  • Minimum of five years of experience in a professional, client-focused, service-oriented work environment
  • Preferred experience in Investment Operations and/or Accounting.
  • Analytical and independent problem-solving skills with demonstrated good judgment
  • Demonstrated ability to build productive, collaborative relationships and work in a team-based setting.
  • Results-driven, detail oriented, and motivated self-starter with the ability to thrive in a fast-paced environment
  • Proficiency in Microsoft Office (Excel, Outlook, Word, PowerPoint)
  • Strong verbal and written communication skills.

In joining our team, you will work with talented, high-achieving people who come together to serve and support our clients and each other. We offer highly competitive pay and benefits with professional development and growth opportunities.

EEO statement

Bridges Trust is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

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