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ApTask

Analyst Job at ApTask in New York

ApTask, New York, NY, United States


About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Rate Range: $30-$35.56/Hr

Job Description:
  • Ability to support, lead and execute projects / BAU work from Chief Information Officer of MSIM's Salesforce; Support Global Institutional and Intermediary Business
  • Ability to multitask and operate efficiently allocating time across different business functions: Salesforce, SS&C, Presentations, Data Analysis, Expenses, Training, Vendor Management, etc.
  • Ability to support and field questions from various teams: Business Development services, Internal Audit, Sales individuals, Senior Management, Compliance, Legal, etc.
  • Liaise with sales team members from the U.S. Intermediary Sales Team to facilitate the Expense Reimbursement process daily
  • Oversee start to finish process with invoice payments from vendors and broker dealers
  • Provide support for tracking progress of Distribution Management's projects and analyze the data as needed to assist management in the prioritization of work
  • Navigate Firm's resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services
  • Ability to maintain excellent communication standards, including with senior management and sales representatives
  • As part of Distribution Management work with MSIM IT resources on Salesforce enhancements where needed with a focus of building efficiency/improving user experience
  • Identify opportunities for changes and implement initiatives to improve processes
  • Ad-hoc projects
Qualification:
  • Excellent communication, writing, judgment, and problem-solving skills
  • Strong attention to detail as well as solid organization/time management skills
  • Must be an enthusiastic and positive team player who is willing to help out and who works well with colleagues
  • High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
  • Undergraduate degree required; with 2-4 years of experience
  • Self-starter with ability to work independently as well as work collaboratively in a team environment
  • Professional maturity, self-confidence, decisiveness, and outstanding business judgment
  • Proficient in Microsoft Office applications, especially Excel
  • Ability to lead multiple projects / processes at the same time (time management and prioritize)


Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com