Operations Analyst - Parametric
About The Position
The Operations Analyst role is an excellent opportunity for individuals interested in building a career in investment management and financial operations. This position offers broad exposure to the operational side of the business and provides a solid foundation for future growth within financial services. As an Operations Analyst, you may work within teams across the Client Relations Group, Market Operations, and related Operations functions. These teams support key client and operational processes, including onboarding, oversight, billing, new account activities, client service, trade settlement, portfolio reconciliation, and corporate actions. This role is well-suited for someone who is detail-oriented, eager to learn, analytical, process-driven, and comfortable working with high volumes of data under deadlines.
Requirements
- Associate degree or bachelor's degree preferred, with a concentration in Data Management, Finance, Accounting, Economics, or a related area of study; relevant work experience may be considered in lieu of a degree.
- Strong proficiency with Microsoft Office Suite, particularly Excel.
- Ability to manage high volumes of data under tight deadlines.
- Strong organizational and time management skills.
- Detail-oriented and process driven, with a strong focus on accuracy.
- Critical thinking, analytical, and problem-solving skills.
- Effective written and verbal communication skills.
- Self-motivated with the ability to work independently and collaborate within a team environment.
- Strong interest in starting a career in the investment management industry.
Responsibilities
- Work with internal and external stakeholders and other key points of contact in a professional and responsive manner.
- Research and resolve issues quickly, accurately, and with appropriate urgency.
- Communicate regularly with internal and external contacts to resolve issues, confirm information, and provide status updates.
- Collect observations and help translate them into actionable insights and recommendations for improvement.
- Complete daily assigned operations transactions, which may include cash or position reconciliation, trade posting, processing market events, new account setup, and account activity recording.
- Perform verification checks on similar work completed by others to help ensure accuracy and completeness.
- Ensure thorough and accurate record keeping and maintenance of client records and files.
- Maintain metrics, data, and related operational reporting as needed.
- Support ad hoc work, projects, and team priorities as needed.
Benefits
- Eligibility for overtime
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
