Job purpose:

  • Syntax is growing quickly and is seeking to hire an entry-level operations analyst
  • This position is an ideal opportunity for a self-starter looking to enter a company in its early-growth stage
  • The ideal candidate is one that is detail oriented and has a demonstrated interest in finance
  • This role will report directly to the Senior Vice President at Syntax Advisors and will have the opportunity to gain experience across a wide variety of functions.

Your Responsibilities:

  • Assist in the development, maintenance, and quality control of fact sheets, marketing materials, client statements, regulatory filings, and GIPS composite reports
  • Act as the point person for internal models and templates
  • Support the creation of investor letters, research reports, and white papers with a focus on Syntax ETFs
  • Database and RFI/RFP quality control and monitoring
  • Aid in GIPS compliance policies and processes
  • Assist with social media strategy and implementation
  • Other tasks and responsibilities as needed.

Skills/Qualifications:

  • Undergraduate degree (BA/BS or equivalent), minimum 3.5 GPA preferred
  • Demonstrated interest in finance
  • Detail oriented, self-motivated, works well in teams, receptive to feedback, and maintains integrity in every aspect of performance
  • Ability to prioritize multiple tasks, anticipate potential issues, and adapt to changing goals and objectives.
  • Strong verbal and written communication skills
  • Advanced proficiency in Excel and Bloomberg
  • Proficiency in Word, PowerPoint
  • Proficiency in Python a plus.

Source: for more information click here.

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