Ops Process and Data Analyst

Computershare•Louisville, KY
•Hybrid

About The Position

The Ops Process & Data Analyst (MI) works closely with issuers and operations to ensure mass issuance files are received in good order, correctly formatted, and compliant with the data requirements in the file template and Registration Guide. The role may involve participating in client calls or communications about submitted files. It also supports clients by responding to inquiries about required documents and providing feedback on exception processing.

Requirements

  • Strong written and verbal communication skills, including client-facing communication.
  • Ability to review and interpret clients’ letters of instructions.
  • Problem-resolution skills.
  • Reconciliation skills.
  • Strong knowledge of Excel.
  • Five or more years of industry knowledge.
  • Skills in Microsoft Excel, Word, Outlook, and PDFCreator.

Nice To Haves

  • Knowledge of internal proprietary systems such as SCRIP, Workflow, DocViewer, Issuer Online, and SharePoint.
  • Knowledge of product offerings.

Responsibilities

  • Initiate and execute exception processing requests when needed to complete a Mass Issuance File.
  • Educate and assist clients with the Mass Issuance process, troubleshooting, problem solving, and servicing submitted client files.
  • Monitor, track, and confirm incoming client files.
  • Validate and upload client files using intermediate Excel skills.
  • Create and run Excel macros against files received from clients.
  • Maintain partnerships with clients, the internal Technology Group, and other internal contacts to ensure accuracy and timely service delivery.
  • Perform data analysis and recommend data-cleansing opportunities.
  • Research and resolve out-of-balance conditions with internal reconciliation teams and clients.
  • Maintain positive client and transfer agency relationships with issuers, providing support and feedback on file formats, data-load requirements, and processing-procedure changes.
  • Consult internal business partners to identify and document business needs, objectives, current operational procedures, and industry security requirements.
  • Assist with department-specific projects, potentially collaborating with other departments or functions.
  • Complete other duties or tasks assigned by management.

Benefits

  • Paid parental leave.
  • Flexible working.
  • Inclusive culture.
  • Health and wellbeing rewards, including medical, dental, and vision coverage.
  • 401(k) matching.
  • Tax-advantaged flexible spending plans, including healthcare, dependent care, and commuter plans.
  • Short- and long-term disability benefits.
  • Life insurance and supplemental life insurance.
  • Experienced colleagues and opportunities to grow.
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