Wealth Management Operations Analyst - 1 Year Fixed Term Contract - [T-899]

DescriptionThis role provides you a unique opportunity to gain an in-depth knowledge of all operational, tax, and regulatory aspects of the Wealth Management business.As an Analyst within the Wealth Management team in Madrid, you will be working in conjunction with our Front Office teams such as Bankers, Investors, and Client Service Specialists, as well as with our internal partners including operations teams and technology stakeholders in other geographic locations worldwide.
In addition, in this position, you will review Regulatory and Tax reporting obligations which will involve interaction with third-party entities and Official Authorities.Job Responsibilities:Works on trade processing, monitoring, and reconciliation: processes, monitors, and reconciles distributed Mutual Funds trades to ensure that they are captured accurately and on a timely basis.Reconciles daily Private Bank clients' positions.Maintains Know Your Client documentation.Supports Tax reporting: generates, reconciles, and submits monthly and annual reports to Tax Authorities and Private Bank clients.Works on regulatory reporting: generates, reconciles, and submits monthly, quarterly, and annual reports to the Spanish Regulators and Private Bank clients.Supports Front Office: provides support to the local business, coordinates resolution of queries and issues with other operational teams.Required Qualifications, Capabilities, and Skills:Business degree education or equivalent financial qualifications.Fluency in Spanish and English.In-depth knowledge of Excel, PowerPoint, and Internet technologies.Proactive, highly disciplined, ability to execute on assignments independently, work under pressure, and multitask.Team player, execution-focused, and strong attention to detail.Strong organizational and time management skills, effective communication, judgment, and problem-solving.Please note this is a fixed-term contract for 1 year.
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