Operations Analyst

Linedata • Charlotte, NC

8d • $25 - $30

About The Position

The Operations Analyst will interact with clients and internal teams and will gain exposure to compliance, audit readiness, regulatory documentation, and global operations within the financial services industry.

Requirements

• Strong organizational and administrative skills
• Excellent attention to detail and follow-through
• Ability to manage multiple priorities, deadlines, and workstreams
• Strong written and verbal communication skills
• Comfortable working directly with clients and internal stakeholders
• Ability to maintain accurate documentation and track action items
• Proficiency with Microsoft Office applications, including Excel, Outlook, and PowerPoint
• Bachelor’s degree in Business, Finance, Operations, or a related field required.

Nice To Haves

• Experience in operations, compliance, client services, or financial services is a plus
• Experience supporting audit, KYC/AML, regulatory, or third-party documentation processes is a plus

Responsibilities

• Support client-facing administrative and operational processes
• Participate in weekly status meetings with clients and internal stakeholders
• Maintain compliance trackers, calendars, documentation, and related operational records
• Assist with audit readiness and regulatory documentation, including KYC/AML and third-party documentation
• Track user access, training requirements, reporting updates, and other client or operational requirements
• Follow up on outstanding items and help ensure deadlines and deliverables are met
• Coordinate information across internal teams and support communication with clients
• Collaborate closely with Linedata's Global Services team
• Assist with additional operational and administrative projects as needed

Benefits

• Six-month contract-to-hire opportunity with potential conversion to a full-time position.
• Gain hands-on experience in client operations, compliance, and audit-readiness processes.
• Work directly with financial institutions and experienced internal stakeholders.
• Collaborate with global teams across Linedata.
• Build broad operational experience across multiple business and client-facing functions.
• Join a collaborative and entrepreneurial environment with opportunities for professional growth.

What This Job Offers

• Career Level: Entry Level