Credit Analyst

Net2Source Inc.

Dallas (TX)

On-site

USD 30,307 - 31,684

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Net2Source Inc. is seeking a Credit Analyst to manage client accounts effectively within a dynamic team environment. The role requires a strong understanding of operations in the financial services industry, along with excellent communication skills and proficiency in Microsoft Office. This entry-level position provides an excellent opportunity for recent graduates looking to kick-start their careers.

Qualifications

Proficient in Microsoft Office (Word, Excel, PowerPoint).
Strong communication and interpersonal skills.

Responsibilities

Coordinate client accounts and operational processes.
Ensure accounting data accuracy and oversee policies.
Review operational issues and provide solutions.

Skills

Team-oriented

Communication

Detail-oriented

Tools

Microsoft Office

Job description

Get AI-powered advice on this job and more exclusive features.

This range is provided by Net2Source Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$22.00/hr - $23.00/hr

Primary Responsibilities:

Holistic ownership and understanding of client accounts from a Department Operations perspective by coordinating client events and issues across all operations teams and business partners, and act as a single point of contact for Department Operations
Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity.
Liaise with client’s appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries. Interpret and determine Operational client requirements and service standards from legal documentation and business requirements supporting all account events. Coordinate controls and sign-offs both internally and externally.
Ensure accounting data accuracy and provide accounting policy oversight in order to create controlled environment for investment management process.
Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact
Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate
Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture
Apply process reengineering methodologies in executing strategies and tactical solutions

Basic Qualifications:

Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
Be highly collaborative, team-oriented and strong consensus builder
Demonstrate strong communication and interpersonal skills both written and oral

Preferred Qualifications:

Previous experience in Operations and/or Financial Services industry- Relevant work experience of 1-2 years
Demonstrate ability to partner across product groups, regions and functional responsibilities.
Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions

Seniority level