Finance Operations Analyst: Trade Lifecycle & Automation

MassGenics, Inc.

Salt Lake City (UT)

On-site

USD 28,000 - 32,000

Full time

8 days ago

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Benefits offered by this job

Medical & pharmacy coverage
Dental/vision insurance
401(k)
HSA/FSA
Life Insurance
Pet Insurance
Disability insurance
Legal protection
Sick time
Paid leaves
EAP

Job summary

Innova Solutions is hiring an Operations Analyst for Banking, Accounting, & Finance in Salt Lake City on a 6-month contract. The role emphasizes end-to-end trade lifecycle knowledge, custody and settlement accuracy, and strong data skills in Excel and BI tools. Onsite: 5 days.

The ideal candidate will have experience with automation and analytics tools (Alteryx/Tableau/Python/SQL or RPA) to drive workflow scalability and risk control.

Qualifications

  • Exposure to automation and BI tools to drive scalability.
  • Strong attention to detail in custody and settlement tasks.
  • Ability to interface with front office and back/middle office teams.

Responsibilities

  • Understand end-to-end trade lifecycle (execution, clearing, settlement, custody).
  • Manage trade breaks and settlement exceptions.
  • Maintain robust control environments to prevent operational breaks.
  • Leverage Excel (Pivot Tables, VLOOKUPs) for data manipulation.
  • Support process improvements and scalability initiatives.

Skills

Domain knowledge
Trade lifecycle
RIA products
Custodian operations
Operational risk
Trade breaks
Process improvement
Excel proficiency
Automation tools
Python/SQL/RPA

Tools

Alteryx
Tableau
Python
SQL
RPA

Job description

Innova Solutions is hiring an Operations Analyst for Banking, Accounting, & Finance in Salt Lake City on a 6-month contract. The role emphasizes end-to-end trade lifecycle knowledge, custody and settlement accuracy, and strong data skills in Excel and BI tools. Onsite: 5 days.

The ideal candidate will have experience with automation and analytics tools (Alteryx/Tableau/Python/SQL or RPA) to drive workflow scalability and risk control.

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