Operations Analyst, Institutional Oversight & Client Ops

Career Group; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Career Group seeks an Operations Analyst to join its Institutional Oversight team within Client Operations. The role focuses on onboarding, portfolio accounting, cash management, and client reporting for institutional accounts.

You will coordinate across teams, liaise with custodians and prime brokers, and ensure data accuracy while supporting regulatory, technology, and process-improvement initiatives. A Bachelor''s degree and strong MS Office skills are required.

Qualifications

• Bachelor's degree required.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Strong written and verbal communication skills.
• Highly collaborative and team-oriented.

Responsibilities

• Own a holistic understanding of client accounts from an Operations perspective and coordinate client events across teams.
• Manage tasks across a multi-disciplined team to ensure all operational requirements are met.
• Liaise with custodians, prime brokers, and other counterparties to establish operational flows and respond to service requests.
• Interpret client operational requirements and service standards from legal documentation and business requirements.
• Ensure accounting data accuracy and provide oversight to maintain a controlled investment management environment.
• Proactively identify and resolve operational issues before they impact clients.
• Review account-level metrics and elevate/remediate exceptions as needed.
• Contribute to navigating regulatory changes and support development of technology solutions.
• Apply process improvement methodologies to strategic and tactical initiatives.

Skills

Strong communication

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Career Group seeks an Operations Analyst to join its Institutional Oversight team within Client Operations. The role focuses on onboarding, portfolio accounting, cash management, and client reporting for institutional accounts.

You will coordinate across teams, liaise with custodians and prime brokers, and ensure data accuracy while supporting regulatory, technology, and process-improvement initiatives. A Bachelor''s degree and strong MS Office skills are required.