Operations Analyst

Glint Tech Solutions LLCChicago, IL

About The Position

Glint Tech Solutions is a women-owned, global IT staffing and recruiting firm supporting enterprise clients across the USA and Canada. Our client, a leading enterprise organization in the financial services sector, is seeking a detail-oriented Operations Analyst to support Custody, Securities, Investment, and Wealth Management Operations functions in a fast-paced environment.

Requirements

  • Systematic Withdrawal Plan (SWP)
  • Data amendments & account maintenance
  • Custody Operations
  • Securities Operations
  • Investment Operations
  • Wealth Management Operations
  • Capital Markets (Equities & Fixed Income)
  • Cash management & reconciliation
  • BOXI Reporting

Nice To Haves

  • Bachelor's degree in Finance, Accounting, Commerce, Economics, or related field
  • 2+ years of experience in investment, securities, custody, or wealth management operations
  • Strong analytical, communication, and problem-solving skills

Responsibilities

  • Process client account updates and data maintenance requests
  • Support cash and securities transfer activities
  • Manage cash disbursements and receipts
  • Generate and interpret operational reports using BOXI
  • Coordinate with cross-functional operational teams to ensure accurate, timely processing
  • Maintain quality, confidentiality, and client-service standards
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