Operations Analyst Trainee

PrimeLending • Dallas, TX

11d

About The Position

The Operations Analyst Trainee begins a career in financial services by learning from and working with Operations professionals, developing operational knowledge of the back office. The trainee is sponsored to obtain the SIE and Series 7 licenses and participates in a rotational program to learn other areas of the business. The role performs complex and non-routine operational functions under moderate supervision, following department and industry guidelines. The listed responsibilities and qualifications describe the general nature of the role and are not exhaustive; they may be changed at the Company’s discretion.

Requirements

• Undergraduate degree in accounting, business, or finance.
• Basic knowledge of and keen interest in financial services.
• Strong analytical, critical-thinking, and quantitative skills.
• Strong verbal and written communication and organizational skills.
• Strong computer skills.
• Ability to multitask, maintain a strong work ethic, and demonstrate a positive attitude.
• Ability to learn quickly, take initiative, work independently, and contribute as both a leader and team member in a fast-paced environment.
• Ability to work well with a variety of personalities and individuals.
• Ability to adapt to changing organizational priorities.
• Detail-oriented, with the ability to prioritize workload to meet daily deadlines.
• Ability to work accurately while exercising judgment, logic, integrity, and initiative.
• Customer-focused.
• Must successfully obtain the SIE and Series 7 licenses within six months of employment.

Nice To Haves

• Previous participation in the company’s intern program.

Responsibilities

• Perform complex functions under moderate supervision according to department and industry guidelines.
• Handle non-routine activities and transactions by drawing on multiple information sources and understanding the effects of transactions.
• Obtain the SIE and Series 7 licenses within six months of employment.
• Review and analyze work to drive prompt resolution, and escalate risk items to supervisors.
• Provide cross-functional understanding and coverage as needed across Operations.
• Follow tight timelines and required reporting, audit, and retention guidelines.
• Participate as a team member in creating and onboarding broker-dealer operational processes.
• Assist with special projects assigned by the manager.
• Participate in a rotational program to learn other areas of the business.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level