Microsoft Dynamics 365 Senior Consultant managing the overall Dynamics 365 environment for Theeb. Collaborating with stakeholders and ensuring business alignment for digital transformation.
About the role
- Operations Intern aiding Guggenheim's Investment Management Operations team with various tasks. Involvement in Trade Operations, Data Services, Loan Operations, and Portfolio Management efforts.
Responsibilities
- Assist team members with the performance of their operations duties
- Gain an overall understanding of the operational workflow that is used to support the firm’s investment process
- Assist on projects with one or multiple teams from Trade Operations, Data Integrity, Reporting, Loan Operations, Accounting and Portfolio Management
- Assist to ensure that all positions are accurate and reconciled with custodians and other external parties as well as across multiple internal systems
- Daily assessment of the Data Integrity Group’s suite of reports
- Learn about nuances of Bank Loan asset class and assist in setup, trade settlement and reconciliation
- Perform daily reconciliations to ensure that the portfolio management and investment accounting systems accurately reflect investment positions and cash levels
- Assist with the compilation and organization of documentation and data
Requirements
- Currently enrolled in a 4-year undergraduate program, and have completed at least two years
- Pursuing a degree in Finance, Economics, Accounting, or Business relevant field
- Desire to learn about Finance, Investment Management and Operations
- Strong problem-solving skills
- Exceptional communication skills
- Team oriented with the ability to work well with diverse groups
- Proficiency in all Microsoft products with a particular emphasis on Excel
Benefits
- Health insurance
- 401(k)
- Professional development
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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