Operations Analyst

Confidential; Boston (MA); Hybrid; USD 62,000 - 72,000; Full time

Benefits offered by this job

Healthcare coverage

Job summary

Russell Tobin is recruiting an Operations Analyst for a major bank in Boston, MA. The role supports daily reconciliations and data analysis within a Middle Office environment.

The position requires 1-3 years in related roles, strong Excel skills, and the ability to translate complex data into clear summaries. Hybrid work is offered with 3 days in the office.

Qualifications

• 1-3 years of experience in operations, middle office, reconciliations, or similar support roles.
• Exposure to asset management, banking operations, or financial services environments.
• Strong working knowledge of Microsoft Excel (pivot tables, lookups, formulas).
• Strong data analysis skills, experience working with high-volume operational data with the ability to work across diverse datasets and translate varied inputs into standardized outputs.
• Ability to synthesize key concepts and findings into clear, well organized summaries.

Responsibilities

• Perform daily and ad-hoc operational reconciliations between internal systems and external data sources.
• Pull and validate data from custodians, vendors, and external websites.
• Update and maintain Excel-based reconciliation and control files.
• Identify, investigate, and document breaks and exceptions, escalating as appropriate.
• Support start-of-day and end-of-day operational control processes.
• Assist senior operations staff with reporting, data clean‑up, and process support.

Skills

Data analysis

Tools

Microsoft Excel

DUCO

Bloomberg

Job description

Our client, a major bank, is looking to hire a Operations Analyst in Boston, MA.

We are looking for an Operations Analyst to support daily reconciliations and data analysis within a Middle Office environment. This role is well-suited for someone with an operations background who is comfortable executing repeatable processes, working with data, and supporting senior team members.

Pay Rate Range:

45-51.86/hr W2, depending on experience

Responsibilities:

Key Responsibilities:

• Perform daily and ad-hoc operational reconciliations between internal systems and external data sources
• Pull and validate data from custodians, vendors, and external websites
• Update and maintain Excel-based reconciliation and control files
• Identify, investigate, and document breaks and exceptions, escalating as appropriate
• Support start-of-day and end-of-day operational control processes
• Assist senior operations staff with reporting, data clean‑up, and process support

Requirements:

Hybrid 3 days in office

• 1-3 years of experience in operations, middle office, reconciliations, or similar support roles
• Exposure to asset management, banking operations, or financial services environments
• Strong working knowledge of Microsoft Excel (pivot tables, lookups, formulas)
• Strong data analysis skills, experience working with high-volume operational data with the ability to work across diverse datasets and translate varied inputs into standardized outputs
• Ability to synthesize key concepts and findings into clear, well organized summaries

Nice to Have:

• Experience with DUCO or other reconciliation platforms
• Experience with Bloomberg
• Experience with financial concepts like portfolio accounting and valuation, security master, corporate actions

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates:

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.