Sr Support Analyst (PA, Pittsburgh)

July 19, 2024

Job Summary

NewEdge Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory and custody services to a diverse national client base of financial advisors and institutions through its various subsidiary companies. With assets under custody or administration of approximately $50B, its broker/dealer and registered investment advisory firms serve over 300 financial advisors on behalf of more than 75,000 customer accounts. For more information, visit www.newedgecapitalgroup.com.

The Sr. Support Analyst will support NewEdge Securities and NewEdge Wealth with a primary focus on supporting back-office functions related to advisory and broker-dealer functions of the firm. The ideal candidate should have prior experience in a financial services position with a quantitative focus. The candidate must possess a strong attention to detail, solid communication, and analytical skills as well as the ability to collaborate with teammates to solve problems effectively.

 

Responsibilities

Serve as the key relationship ‘point-person’ between NewEdge Securities and NewEdge Wealth.
Provide support to advisors and their team members regarding inquires related to client account setup, product availability, system access, report generation, billing, data integration, etc.
Support broker dealer product analysis review and approval.
Coordination of advisory account billing with the NECG billing team.
Quarterly analysis of mutual fund share class expense ratios.
Assist in establishing data feeds and online access for third-party managers.
Assist in generation and filing of various compliance reports including (ADV, 13F, 13D, etc.).
Assist in various ad-hoc projects and tasks as required.
Be a collaborative team member to meet the established goals and objectives.
Demonstrate the ability to identify areas of improvement and recommend solutions.
Other duties as assigned

 

Qualifications

5+ years in RIA and/or Broker-Dealer industry.
Extreme attention to detail a must.
Experience in servicing financial advisors/registered reps.
Finance or accounting background preferred.
Securities licenses a plus but not required (SIE, Series 7, 24 & 65).
Experience with Fidelity/National Financial Services a plus.
Familiarity with Fidelity Wealthscape & Orion Advisor software a plus.
Basic understanding of investment securities and terminology.
Bachelor’s degree required – major in Accounting, Finance or Business is preferred.
Fundamental knowledge of Microsoft applications including Word, Excel and Outlook.

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