Operations Analyst - Separately Managed Accounts

KeyBank NA • Cleveland, OH • 1d ago

Location:
4900 Tiedeman Road - Brooklyn, Ohio 44144-2302
Job Summary
The Operations SMA (Separately Managed Account) Analyst is responsible for overall support for activities related to the SMA product. This position is responsible for ensuring transactions are processed, handling inquires/requests and quality control for Separately Managed Account (SMA) clients. Specific functions include daily reconciliations, opening new accounts, problem solving, communicating with clients and advisors, on-board and training new investment managers and becoming the subject matter expert for SMA product.
Provides support to department Manager, Section Manager, and Associates to ensure the proper entry, confirmation, and trade resolution for all facets of Equity and Fixed Income Trading including non-deposit accounts. The individual will assist and support Investment/Trust professionals in a Trust and Investment Management environment. Additionally, an Analyst researches and resolves reconciling exceptions within set time standards and assists management in making improvements from a manual to an automated environment within this diverse, fast-paced and ever-changing environment.
Essential Functions:
Responsible for developing and maintaining relationships with multiple stakeholders, including external clients, line of business partners, investment managers, and operations personnel
Responsible for ensuring SMA requests are processed including new accounts, funding, contributions, withdrawals, restrictions, account maintenance, terminations, corporate action, pricing, and manager changes
Determine if account trading should be halted due to out of balance condition
Resolve trade restriction issues between client and Investment Manager
Establish new managers on system and provide training on Key's SMA process
Support incoming calls from financial advisors and clients
Research and resolve issues as they arise
Take a leadership role in operational projects and client requests
Update and maintain policies and procedures
Perform quality control review on team members' work
Monitor notifications for processing requests
Calculate manager fees for SMA billing
Analyze management and client request to create and run ad hoc reports
Provide training for new employees and daily guidance to other analysts as assigned by Section Manager
Research and resolve trade exceptions and failed trades through coordination and follow-up with investment managers and/or brokers and other Investment Ops areas on a timely basis
Facilitate the opening, reconciliation, and resolution of outages for non-deposit accounts
Ability to identify issues and effectively research and resolve problems, including definition of root cause
Support External Common and Collective Funds
Act as a back-up to other team members
Support team with approvals, reversals, and end of day activities
Ability to handle multiple tasks at the same time, and meet tight trading deadlines
Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice
Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key
Additional Functions
Participate in Business Reviews and Continuous Improvement initiatives
Provide problem solving ability as well as support to others with problem solving
Provide proactive client service
Work in a team environment and implement continuous improvement initiatives to increase quality, speed and productivity within the department
Education
Bachelor's degree in Accounting, Finance or business-related area or equivalent work experience
Work Experience
1+ years of work experience in the financial

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