Job description
As part of the Global Operations Team, the Operations Analyst is responsible for ensuring the timely and accurate completion of responsibilities set out below
Creating a “Follow the Sun” model between locations will require close collaboration and clear hand-offs to ensure service and operations excellence
Work closely on a set list of standard and ad hoc tasks that need to be performed during non-US market hours, and then provide a status report at local end of day
This role may continue to take on additional responsibilities over time, as opportunities and benefits are identified
PRIMARY RESPONSIBILITIES
– Work with internal and external stakeholders and other key points of contact in a professional manner
– Research and resolve issues quickly and with a sense of urgency and accuracy.
– Communicate with internal and external contacts regularly to resolve issues, confirm information, provide status updates or information, among others
– Collect observations and turn 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, account activity recording, review monthly NAV packets and billing calculations Do so in an accurate, timely, and comprehensive manner
– Perform verification checks on similar work done by others on the team, to ensure accuracy of information
– Ensure thorough and accurate record keeping/maintenance of client records and files.
– Maintain metrics and data
– Ad-hoc and project work as needs arise
– Bachelors Degree (4-year degree), preferably in related discipline such as economics, finance, or marketing; work experience in lieu of degree will be considered.
– Familiarity with MS Office and the ability to learn additional internal/ external software programs
– Relationship-building skills and ability to thrive in team environment
– Ability to work independently and self-manage high volumes of data with tight deadlines
– Strong attention to detail & highly process oriented
– Strong problem solving and analytical skills
– Ability to work independently under tight deadlines
– Excellent written and verbal communication skills
GOOD TO HAVE SKILLS
– Prior proven experience working in financial services
Role: Asset Operations
Industry Type: Banking
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Banking Operations
Education
UG: Any Graduate
PG: Any Postgraduate
Key Skills
global operations Wealth, management Relationship, building Reconciliation Billing Investment, banking Asset management Investment, management MS Office Financial services