Investment Operations – Summer 2020 Class Hires Program (Seattle, WA) at Parametric

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Employer: Parametric

Expires: 05/30/2020

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!General Description Parametric has 18 Associate level roles within our Client Relations and Investment Operations teams as part of our Class Hires Program. These roles are based out of our Seattle and Boston offices and will start on July 13, 2020. Departments include Portfolio Administration and Investment Operations and Client Service Solutions. The program targets recent or soon to be college graduates seeking opportunities within the financial services industry.The Class Hires will participate in a comprehensive training program as part of a class of new hires. These are regular full time positions where new employees start their career in a comprehensive three-week training program. During the three weeks, the program builds a relevant foundation of knowledge and skills in the financial services industry—and sets you up for success in entry-level positions at Parametric.If you are seeking a collaborative and innovative culture please apply and share in the application any specific department of interest.Parametric values and celebrates inclusion and diversity, women, minorities and all protected classes are encouraged to apply!Primary Responsibilities may include:Daily, weekly, monthly data analysis with regard to  cost basis/tax lots (security details involving purchase dates, shares, tax basis, account specific info including multicurrency information for over 10,000 client accountsRecordkeeping/maintenance of client records and filesWork with large datasets in MS Excel and manage and organize datasets of 100,000+ rows of data.Daily problem-solving and research of variances, including working with custodians, third parties and internal parties to resolve issuesIdentification of areas to gain efficiency or capacity with automation of the reconciliation process.Prioritize workload and ongoing initiatives during times of peak activityImprove processes and help the team expand current functionsCommunicate/monitor specified trade instructions with custodianPrepare daily/weekly/monthly reports/audits for management reviewWork with internal and external points of contact in a professional mannerResolve issues quickly with a sense of urgency and accuracyDrive actionable insights and recommendations to improve the data management/analysis processAd-hoc and project work as necessaryJob RequirementsGraduating seniors earning a Bachelor’s (4yr) degree w/ concentration in Data Management, Finance, Accounting, Economics or related area of studyCompetent in Microsoft Office programsAbility to work independently and self-manage high volumes of data with tight deadlinesExperience with VBA and Macros a plusFamiliarity with Advent software or other accounting software or Bloomberg a plusStrong attention to detailAbility to work independently under tight deadlinesLeadership skills are encouraged Strong communication skills