Operations Analyst

Glint Tech Solutions; Milwaukee (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

Glint Tech Solutions, a women-owned IT staffing firm, seeks an Operations Analyst for a leading financial services client in the Milwaukee area. You will support custody, securities, investment, and wealth management operations in a fast-paced environment.

Responsibilities include data maintenance, cash/securities transfers, and generating reports with BOXI, while upholding confidentiality and client-service standards. A strong analytical mindset and team collaboration are essential.

Qualifications

• Experience with custody or wealth management operations.
• Data amendments and account maintenance experience.
• Experience in securities or custody operations.
• Familiarity with capital markets (equities & fixed income).

Responsibilities

• Process client account updates and data maintenance requests.
• Support cash and securities transfer activities.
• Manage cash disbursements and receipts.
• Generate and interpret operational reports using BOXI.
• Coordinate with cross-functional teams to ensure timely processing.
• Maintain quality, confidentiality, and client-service standards.

Skills

SWP (Systematic Withdrawal Plan)

Data amendments

Custody Operations

Securities Operations

Investment Operations

Wealth Management Operations

Capital Markets

Cash management

BOXI Reporting

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

BOXI

Job description

Job Title: Operations Analyst

Company Overview

Glint Tech Solutions is a women-owned, global IT staffing and recruiting firm supporting enterprise clients across the USA and Canada.

Project Description

Our client, a leading enterprise organization in the financial services sector, is seeking a detail-oriented Operations Analyst to support Custody, Securities, Investment, and Wealth Management Operations functions in a fast-paced environment.

Key Responsibilities

• Process client account updates and data maintenance requests
• Support cash and securities transfer activities
• Manage cash disbursements and receipts
• Generate and interpret operational reports using BOXI
• Coordinate with cross-functional operational teams to ensure accurate, timely processing
• Maintain quality, confidentiality, and client-service standards

Mandatory Skills

• Systematic Withdrawal Plan (SWP)
• Data amendments & account maintenance
• Custody Operations
• Securities Operations
• Investment Operations
• Wealth Management Operations
• Capital Markets (Equities & Fixed Income)
• Cash management & reconciliation
• BOXI Reporting

Nice-to-Have Skills

• Bachelor's degree in Finance, Accounting, Commerce, Economics, or related field
• 2+ years of experience in investment, securities, custody, or wealth management operations
• Strong analytical, communication, and problem-solving skills