Operations Analyst

WorkNovas LLC; Minneapolis (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

WorkNovas LLC in Minneapolis/Milwaukee/Chicago seeks an Operations Analyst to support back-office processing for banking and advisor client groups. You will handle data changes, cash/stock transfers, and disbursements while coordinating with several teams to meet tight deadlines.

The ideal candidate has a finance- or economics-related degree and 1–4 years' custody operations experience on SWP, plus solid MS Office skills.

Qualifications

• Bachelor's degree in finance, accounting, commerce or economics.
• 1-4 years of experience in custody operations on SWP.
• Strong communication and multi-tasking abilities.

Responsibilities

• Process static data amendments such as DOB, addresses, fee packages.
• Execute inter-account cash/stock transfers per client instructions.
• Manage recurring and ad-hoc cash disbursements including dividends.
• Review and post cash receipts from clients and counterparties.
• Coordinate with multiple operational processing teams.

Skills

Communication skills

Multi-tasking

Learning agility

Finance knowledge

Education

Bachelor's degree in Finance

Commerce

Economics

Tools

SWP navigation

BOXI reports

Excel

Access

Outlook

Job description

Job Title: Operations Analyst

Location:
Minneapolis or Milwaukee or Chicago

The Operations analyst will work in the back office processing area supporting through the banking and advisor client groups. This role requires a self-motivated, goal oriented individual with the ability to manage multiple tasks in a time sensitive delivery schedule.

Essential duties and responsibilities include the following (other duties may be assigned)

• Basic processing and/or service activities specific to team function on SWP like -
• Process static data amendments (DOB, address, fee package, statement recipients, etc.).
• Execute inter-account cash/stock transfers as per client instructions.
• Manage recurring and ad-hoc cash disbursements, including dividend and interest payout.
• Review and post cash receipts from clients and counterparties.
• Interact effectively with multiple operational processing teams.

Domain/Technical Skills:

• Proficient in SWP navigation and client/portfolio-level data research
• Skilled in generating and interpreting BOXI reports on SWP for MIS and reporting
• Understanding of Capital Markets Knowledge of Equities, Fixed Income, Traditional Assets, Bonds, Mutual Funds.
• Must be knowledgeable in all areas of Microsoft Office including Word, Excel, Access and Outlook.

Essential Qualification and Work Experience:

• Bachelor's degree in finance, Accounting,
• Commerce, Economics or related field.
• 1-4 years of experience in: Custody Operations on SWP.

Soft Skills:

• Demonstrate effective communication skills
• Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
• Ability to learn and become an expert in field.

Preferred Technical Skills:

1. Preference in: Accounting, Finance or Business related field.