Partnerships Operations Analyst - Data & Growth Focus

Monex USA Inc.; Madrid; On-site; EUR 42,000 - 64,000; Full time

Job summary

Monex USA Inc. is seeking a Partnerships Operations Analyst to join its EU Partnerships desk in Madrid. You will support partner onboarding, account management, reporting and data quality, enabling the commercial team to focus on revenue generation.

You will collaborate with Finance, Compliance and Operations to ensure timely data, accurate reconciliation and smooth activation of partner relationships while growing the partnerships data model and reporting calendar.

Qualifications

• Bachelor’s degree in Economics, Finance, Business, Law or a related field.
• Experience in operations, sales support, data analysis or back-office roles.
• Strong attention to detail and ability to work to deadlines.
• Ability to translate analytical findings into clear language for non-technical audiences.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).

Responsibilities

• Partner account support and dormant account management, providing operational support to Head of EU Partnerships and the Partnerships desk.
• Maintaining an up-to-date view of partner and referred client account status (active, slowing, dormant, inactive).
• Identifying dormant and inactive accounts, analyzing inactivity drivers and preparing prioritized reactivation lists for front office outreach.
• Tracking the progress and outcomes of reactivation initiatives for management review.
• Logging and routing operational partner queries to relevant function and reporting on volumes and resolution times.
• Coordinating partner and referred client onboarding from signed agreement to activation, reporting cycle times and exceptions.
• Setting up and maintaining partner and referral records in FXDB, CRM and connected systems.
• Preparing onboarding checklists, status trackers and internal updates for Partnerships, Sales, Compliance and Operations.
• Maintaining the internal library of approved partner documentation, templates and Partner Portal reference material.
• Running scheduled data quality controls and correcting duplicates, incomplete records and inconsistent classifications at source.
• Reconciling data across FXDB, the finance ledgers and the reporting layer, investigating and documenting every break.
• Building and maintaining the partnerships data model and reporting calendar (daily, weekly, monthly and quarterly).
• Analysing referral, activity, revenue and conversion trends, including segmentation, forecasting and ad hoc analysis.
• Preparing and reconciling commission calculations and supporting documentation for Finance validation.
• Preparing pre-meeting packs and drafting proposal, pitch and tender documentation from approved templates.
• Supporting Compliance, Financial Crime and Legal with partner due diligence documentation and audit or regulatory data requests.
• Escalating data errors, control failures and unexplained reconciliation breaks through the agreed route.
• Identifying opportunities to automate reporting and administrative processes using approved tools.
• Writing specifications for reporting, data and CRM changes and performing user acceptance testing before go-live.
• Maintaining written procedures for every recurring task to ensure continuity and smooth handovers.

Skills

Attention to detail

Cross-functional collaboration

Deadline management

Office suite proficiency

Education

Bachelor’s degree in Economics, Finance, Business, Law or related field

Tools

Power BI

SQL

Python

VBA

Job description

Monex USA Inc. is seeking a Partnerships Operations Analyst to join its EU Partnerships desk in Madrid. You will support partner onboarding, account management, reporting and data quality, enabling the commercial team to focus on revenue generation.

You will collaborate with Finance, Compliance and Operations to ensure timely data, accurate reconciliation and smooth activation of partner relationships while growing the partnerships data model and reporting calendar.