Client Service Solutions - Summer 2020 Class Hires Program (Seattle, WA)
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:
- Perform verification checks on team’s data entries to ensure accurate processing of information prior to daily trading deadlines
- Ensure all account documentation is received and properly submitted for archiving
- Create and maintain weekly metrics
- Establish new accounts in proprietary systems; coordinating with Investment Management Platforms, Financial Advisors, Custodians, and Broker/Dealers to ensure proper set-up.
- Process bulk change requests from a multitude of teams: finance, sales, billing and management
- Verify and coordinate all account flows and changes with the Activity Management Team to meet daily deadlines and ensure the accounts trade.
- Reconciling client portfolios against custody statements/ downloads.
- Researching and troubleshooting all issues arising from client activities in a timely manner.
- Custodian Data feed and interface management for all live and future accounts.
- Record Keeping/Maintenance of Client records and files.
- Ability to take initiative on a variety of projects and utilize create problem solving to complete them effectively and efficiently.
Job Requirements
- Graduating seniors earning a Bachelor’s (4yr) degree w/ concentration in Finance, Economics or related area of study.
- Strong Proficiency in Microsoft Office programs.
- Professional tact with excellent written and verbal skills.
- Strong problem solving and analytical skills.
- Meticulous attention to detail and highly process oriented.
- Ability to multi-task under tight deadlines.
- Ability to work in tightly knit team environment.
- Strong interest in starting a career in the investment management industry.