Operations Analyst New York, NY

Kingswoodpartners; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Kingswood U.S. seeks a motivated Operations Analyst for our NYC office. This full-time, in-office role focuses on keeping business processes efficient through hands-on problem solving.

You will support daily tasks, collaborate with teams to optimize workflows, manage data entry, and ensure regulatory documentation is up to date. Strong communication is essential.

The ideal candidate has 2+ years in operations and a bachelor’s degree; proficiency with Microsoft Office and CRM platforms is a plus.

Qualifications

• 2+ years of prior experience in operations preferred.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite and CRM platforms is a plus.
• Bachelor's degree or equivalent experience.

Responsibilities

• Support daily operational tasks to ensure smooth business processes.
• Collaborate with internal teams to optimize workflows and maintain efficiency.
• Handle client service inquiries and provide timely resolutions.
• Maintain accurate records and manage data entry processes.
• Assist with compliance and regulatory documentation.

Skills

Communication skills

Interpersonal skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

CRM platforms

Job description

We are seeking a motivated and detail-oriented Operations Analyst to join our team. This full-time, in-office role is ideal for candidates with prior experience in operations who thrive in a fast-paced environment.

Key Responsibilities

• Support daily operational tasks to ensure smooth business processes.
• Collaborate with internal teams to optimize workflows and maintaine fficiency.
• Handle client service inquiries and provide timely resolutions.
• Maintain accurate records and manage data entry processes.
• Assist with compliance and regulatory documentation.

Qualifications &Skills

• 2+years of prior experience in operations preferred.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite and CRM platforms is a plus.
• Bachelor's degree or equivalent experience.

Why Join Kingswood U.S.?

• Be part of a dynamic and growing financial services firm.
• Competitive salary and benefits package.
• Collaborative work environment in our NYC office.

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