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Job Title: Operations Analyst Duration: 6 Months Location: Salt lake city, UT

Job Summary and Responsibilities: * Asset and Wealth Management Operations delivers asset management and wealth management capabilities to clients around the world. * We are a multi-faceted group that partners with all areas of the Asset and Wealth Management Division to support evolving markets and business requirements. * Alongside that vital service delivery role, Investment Management Operations provides essential risk management and control. * The Private Wealth Management Operations (PWM Ops)Portfolio and Tax team is the key point of contact for US tax reporting (1099s), cost basis, and realized gains and loss reporting for our advisors and clients. * The team is also responsible for IRA accounts and their associated tax reports (1099Rs, 5498s). The team is expanding their tax reporting capabilities to cover several international tax reporting jurisidcations.

Primary Responsibilities: * Issue client tax reports across multiple juridictions prior to regulatory deadlines * Find creative solutions to problems while providing excellent client service * Provide training to PWM Advisor teams regarding tax reporting update * Partner with the Business and Engineering to improve operational processes and workflows * Monitor and perform data validation to ensure accurate realized gain/loss reporting * Review corporate action events to capture appropriate cost basis updates

Basic Qualifications * Understanding of the securities industry; experience with Wealth Management brokerage functions preferred * Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word, as well as proficiency with web-based applications * Strong commitment to quality controls and procedures * Proven ability to work effectively in a team environment, improve processes, and able to work independently as a self-starter

Skills: Preferred Qualifications * Candidate must be proactive, enthusiastic and team oriented * Ability to remain composed under pressure * Ability to prioritize and make decisions in a fast-paced environment * Accuracy and attention to detail * Strong client service orientation * Strong written and verbal communication skills * Adapt to changes and new challenges * Strong analytical and problem solving skills * Well developed organizational skills

SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at nahr@spectraforce.com if you require reasonable accommodation.