Gilman Hill Asset Management is a boutique investment management company based in New Canaan, Connecticut. The firm is committed to providing a select group of clients with portfolios that are designed to generate significant dividend income, grow assets through capital appreciation, and minimize downside risk relative to the broad equity market
The Operations Analyst is an integral part of the Gilman Hill Asset Management team, providing critical support for the firm’s operations, portfolio management, trading, and client servicing efforts, with a focus on institutional accounts. The ideal candidate enjoys a dynamic in-office environment and the comradery of their colleagues.
The Operations Analyst is:
- Extremely organized
- Meticulous
- Accountant’s mindset
- Able to adhere to strict deadlines
- Patient and persistent
- A team player with a can-do attitude
- Self-motivated
- Adaptable
- Honest
Minimum Qualifications:
- Past experience or demonstrated interest in accounting / trade support / investment operations
- Familiarity with equity trade settlement and account reconciliation procedures and vocabulary
- Ability to maintain a highly organized work environment
- Ability to fit in comfortably in a small group
- Undergraduate degree and 1-4 years of relevant work experience
Experience with the Following Programs is a Significant Plus:
- Advent APX Accounting System
- Tamarac Accounting System
- Eze OMS
Key Responsibilities:
- Support third party accounting team with daily multicurrency portfolio reconciliation
- Assist with formal client-mandated mid-month and month-end reconciliations of multicurrency portfolios
- Assist in monthly and quarterly institutional client reporting
- Process corporate actions with custodian banks
- Work with brokers and custodians to ensure timely settlement of equity trades across various global markets
- Use and leverage Advent APX accounting/reporting system
- Serve as back up for key non-institutional operations activities
- Provide data support for firm’s business development and compliance activities
Compensation & Benefits:
- Competitive base salary commensurate with experience
- Annual performance-based bonus
- Employee medical/dental insurance coverage
- 20 days annual vacation (pro-rated in first calendar year)
- SIMPLE IRA plan with employer matching
- A supportive, collaborative work environment with opportunities for growth
This is a 5 Day/Week In-Office Position in New Canaan, CT
To apply, please submit a resume and cover letter to recruiting@gilmanhill.com.
No calls please.
