Operations & Technology Analyst - Automation & Data

Linedata; Charlotte (NC); On-site; USD 75,000 - 110,000; Full time

Job summary

Linedata is seeking an Operations & Technology Analyst to join our Global Services team in Charlotte. This role sits at the intersection of operations, technology, and client services, supporting critical business processes for leading financial institutions.

The successful candidate will work closely with operations, client services, and technology teams to support workflow automation, operational reporting, data management, compliance processes, and business process improvement initiatives.

Qualifications

• Bachelor's degree in Business, Finance, Information Systems, Data Analytics, Computer Science, or a related field.
• 2+ years of experience in operations, business analysis, financial services, client services, or a related environment.
• Strong analytical, organizational, and problem-solving skills.
• Advanced Microsoft Excel skills, including data analysis, reporting, pivot tables, and lookups.
• Experience working with business systems, operational platforms, workflow tools, or reporting applications.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong communication and stakeholder management skills.

Responsibilities

• Support client-facing operational and administrative processes across multiple business functions.
• Partner with Operations and Technology teams to support and enhance workflows within OPTIMA and ORCHESTRATOR.
• Assist with workflow automation, process improvement, and operational efficiency initiatives.
• Monitor, validate, and maintain operational data, reports, dashboards, and tracking tools.
• Participate in weekly status meetings with clients and internal stakeholders.
• Support audit readiness and regulatory documentation activities, including KYC, AML, third-party risk management, and operational controls.
• Track and maintain user access, system permissions, training requirements, and compliance documentation.
• Assist with operational reporting, data analysis, issue resolution, and process monitoring.
• Identify opportunities to streamline manual processes through automation, technology, and improved workflows.
• Collaborate with global teams to support client deliverables and continuous improvement initiatives.

Skills

Analytical thinking

Problem-solving

Project coordination

Stakeholder management

Education

Bachelor's degree in Business, Finance, Information Systems, Data Analytics, Computer Science, or related field

Tools

Excel

SQL

Power BI

Tableau

Python

VBA

Job description

Linedata is seeking an Operations & Technology Analyst to join our Global Services team in Charlotte. This role sits at the intersection of operations, technology, and client services, supporting critical business processes for leading financial institutions.

The successful candidate will work closely with operations, client services, and technology teams to support workflow automation, operational reporting, data management, compliance processes, and business process improvement initiatives.