CW Analyst_USA_USD

Spectraforce Technologies
United States, Utah, Salt Lake City
Sep 03, 2025
Title: AWM - Operations - PWM Portfolio and Tax - Analyst Duration: 6 months Location: Salt Lake City, UT,84111 Job Summary and Responsibilities: Asset & Wealth Management Operations delivers asset management and wealth management capabilities to clients around the world. We are a multi-faceted group that partners with all areas of the Asset & Wealth Management Division to support evolving markets and business requirements. Alongside that vital service delivery role, Investment Management Operations provides essential risk management and control. Private Wealth Management Operations (PWM Ops) has an opportunity for an Analyst/Associate to work on the PWM Ops Portfolio & Tax team full-time in Salt Lake City. The PWM Ops Portfolio & Tax team is the key point of contact for US tax reporting (1099s), cost basis, and realized gains and losses reporting for our advisors and clients. The team is also responsible for IRA accounts and their associated tax reports (1099Rs, 5498s). The team is expanding its tax reporting capabilities to cover several international tax reporting jurisdictions. Primary Responsibilities: Monitor and perform data validation to ensure accurate realized gain/loss reporting. Review corporate action events to capture appropriate cost basis updates. Issue client tax reports across multiple jurisdictions before regulatory deadlines. Find creative solutions to problems while providing excellent client service. Provide training to PWM Advisor teams regarding tax reporting updates. Partner with the Business and Engineering to improve operational processes and workflows. Basic Qualifications Understanding of the securities industry; experience with Wealth Management brokerage functions preferred. Proficiency using the Microsoft Office Suite, in particular Excel, PowerPoint, and Microsoft Word, as well as proficiency with web-based applications. Strong commitment to quality controls and procedures. Proven ability to work effectively in a team environment, improve processes, and able to work independently as a self-starter. Preferred Qualifications Candidate must be proactive, enthusiastic, and team-oriented. Ability to remain composed under pressure. Ability to prioritize and make decisions in a fast-paced environment. Accuracy and attention to detail. Strong client service orientation. Strong written and verbal communication skills. Adapt to changes and new challenges. Strong analytical and problem-solving skills. Well-developed organizational skills. Must-Have: Bachelor's degree required.