FinOps Associate working with investments in Workplace Investing Defined Contribution. Completing daily activities and collaborating with teams to support various investment processes.
Responsibilities
Complete daily vital activities to support Workplace Investing Defined Contribution product offerings
Work within a dynamic team environment and independently to complete daily control activities
Understand in detail how and why functions are performed and their relation to the overall service structure
Work with internal and external business partners to support team processes
Oversee investment level processing for all Defined Contribution investment offerings
Support daily reconciliation for plan to fund for all investment products
Build and maintain relationships with internal business partners
Requirements
Bachelor’s degree or equivalent preferred, preferably in Accounting or Finance
Solid understanding of Microsoft Office products (Word, Excel, Outlook)
The ability to take initiative and highly motivated to complete tasks as required
An eagerness to meet department goals and shifting assignments where needed
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