Operations Analyst - Asset Servicing

Finance Salt Late City, Utah


Position at Apexon

Company Description:

Apexon is a digital-first technology services firm backed by Goldman Sachs Asset Management and Everstone Capital. We specialize in accelerating business transformation and delivering human-centric digital experiences. For over 17 years, Apexon has been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through speed and innovation.

Role Responsibilities:

Asset Servicing is a Global Markets Division business unit responsible for the management of Income and Corporate Actions events across the globe for both equity and fixed income products.  Areas of focus include event creation, reconciliation, instruction, entitlement distribution, and dedicated client service. Asset Servicing has a proven track record of developing its team members in a wide variety of functions and skill sets. A successful candidate would focus on day-to-day processing within a regional team, collaborating with other groups across the globe, with the opportunity to work cross-function. There is a wealth of knowledge to be gained from the diversity of the markets, events and products covered by Asset Servicing on a daily basis, along with a unique opportunity to interact heavily with various businesses and operational units across the firm.


  • Demonstrate interpersonal skills and an ability to develop relationships with stakeholders
  • Contribute at team meetings, ask questions and actively listen to grasp information
  • Understand when to post and share information appropriately to managers

Functional & Technical Expertise

  • Navigate systems to perform day-to-day tasks and build technical expertise to resolve issues
  • Exhibit ability to multi-task and prioritize to deliver accurate and timely work in a time pressured environment
  • Possess superior organization skills with regards to project and day-to-day work
  • Experience processing Corporate Actions such as Tender & Exchange offers and Rights Exercises, experience directly with post pay date reconciliations a plus.


  • Clearly articulate business issues and propose practical solutions
  • Contribute to the execution of the team and organization’s strategy 
  • Proven track record of taking initiative and implementing innovative solutions
  • Develop good working knowledge of available technology capabilities and how and where to deploy them
  • Identify & develop requirements for enhancements improving process design or risk mitigation

 Client Focus

  • Identify client needs and appropriately manage client expectations in a timely manner
  • Work to understand the foundations of great client experience and leverage available internal tools
  • Establish, cultivate and leverage relationships to identify and execute on process enhancements

 Risk Management

  • Pay strong attention to detail and develop awareness of reputational risk and accountability
  • Articulate operational and risk impacts related to a specific task or procedure
  • Apply root cause analysis to identify opportunities for process improvements

 Management, Leadership & Culture

  • Respond to and action ongoing feedback on a timely basis
  • Take accountability for actions as part of the function
  • Maintain awareness of and act in accordance with team goals and firm policies


  • Bachelor’s degree at minimum
  • Prior experience with Asset Servicing in a global market or another securities-related function
  • Understands the broker dealer environment and the key associated market risks
  • Experience with Securities Lending & Settlements is desired
  • Works towards challenging goals and persists in the face of obstacles
  • Strong team player who is flexible and seeks to help other team members
  • Logical and proactive thinker with a reputation of great judgment
  • Ability to work within a high-risk environment and meet challenging deadlines and targets
  • Desire to understand the front-to-back of the function and how the role impacts the bigger picture

Don’t tick all the boxes? Don’t worry about it: we still want to hear from you if you think you’re the right person for the job.

If you feel that this is a good match for your skillsets, please submit a current word version of your resume along with a cover letter describing your skills, experience and salary expectations. We are an Equal Opportunity Employer (EOE). You can read our job applicant privacy policy here .