2027 Operations Analyst Program – Full-Time Analyst – March Cohort
About The Position
The Operations Analyst Program is a two-year program for people beginning and developing a career in Operations. Analysts start with induction training covering the firm, its lines of business, and technical skills, then join an Operations team and contribute to services delivered to the firm and its clients. The role involves building bank product expertise, identifying opportunities to improve processes, solving problems, and coordinating with other teams and a diverse range of internal and external stakeholders. Analysts are expected to listen carefully, clarify requirements and client needs, and work toward delivery timelines. Participants also join an analyst community, attend social events, interact with senior leaders, and learn new skills. After successfully completing the program, advancement within the Operations organization may be available based on performance and role expansion. Responsibilities vary by office location and role discipline.
Requirements
- Motivation and enthusiasm to begin and develop a career in Operations.
- Interest in learning and identifying process-improvement opportunities, such as automation.
- Ability to listen, ask probing questions to understand requirements and needs, solve problems, and work toward delivery timelines.
- Interest in Operations rather than front-office work, external customer/client interactions, or software engineering; the program does not meet the needs of candidates seeking those areas.
Responsibilities
- Processing/Servicing: Assist with end-to-end client lifecycle management, from onboarding through account maintenance.
- Processing/Servicing: Partner with bankers, underwriters, and other functions to support client financing needs.
- Processing/Servicing: Process, clear, investigate, and service transactions, tickets, and widgets responsibly.
- Processing/Servicing: Support document review, data reconciliation, and payment processing.
- Processing/Servicing: Reconcile differences between systems, monitor reports, and ensure system integrity.
- Trade/Asset Support: Analyze reference data to support trading.
- Trade/Asset Support: Troubleshoot client inquiries related to account processing and access issues.
- Trade/Asset Support: Ensure accurate execution of investor tickets and trades and follow through to the correct settlement systems.
- Trade/Asset Support: Communicate with counterparties to match off on trades.
- Reporting: Support data analytics and reporting for the team and supported lines of business, including projects such as recertifications of heightened-risk-sector clients and processes to minimize data-input breaches.
- Reporting: Oversee data management, governance, sourcing, and control of reference data, and provide operational support.
- Reporting: Report risk internally and externally, including running attributions, investigating values, and presenting information to internal clients.
- Transformation: Identify process gaps and optimize processes in collaboration with Technology teams.
- Transformation: Create Tableau dashboards to support reporting.
- Transformation: Implement AI and machine-learning solutions in Business Operations teams.
- Transformation: Integrate products and information into accessible, digestible information for internal clients.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
