Sr. Operations Systems Analyst

Janney Montgomery Scott; Chicago (IL); Remote; USD 80,000 - 100,000; Full time

Job summary

A financial services firm is seeking a Senior Operations Systems Analyst to support the SMART system and enhance operational workflows. The ideal candidate will possess strong problem-solving skills and technology expertise, along with experience in financial services operations. This virtual role offers competitive benefits, including parental leave and professional development assistance.

Benefits

Paid Parental Leave

Generous Paid Time Off

$2,000 referral bonus

Professional Development Assistance Plan

Qualifications

• 3+ years of Operations System support/development experience preferred.
• Series 99 license a plus, but not required.
• Strong ability to problem solve and provide timely solutions.

Responsibilities

• Support functions associated with the SMART system.
• Program and design enhancements to workflow.
• Lead projects using agile project management methodology.

Skills

Project Management

Problem Solving

Effective Decision Making

Building Relationships

Education

Bachelor's Degree in Business, Finance or Information Technology

Tools

Excel

IFS

iGrafx

SQL

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Senior Operations Systems Analyst will support functions associated with the development, testing, training, communication and enhancements with the SMART system and other systems as necessary. This team member will work closely with the department managers to deliver successful projects and maintain the highest standards of quality. The ideal candidate will demonstrate strong technology skills, an understanding of the financial industry, and the desire to make a significant impact on Janney Operations.

What you are good at:

• Project Management: Handle ongoing development of systems while effectively coordinating with internal and external stakeholders
• Problem Solving & Critical Thinking – Thorough and resourceful problem solver with a solutions-based approach to every situation; Proactively takes on challenges with optimism and a helpful attitude
• Effective Decision Making: Ability to identify gaps and opportunities to make timely decisions and to take action reflective of business objectives.
• Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

Responsibilities:

I. Platform Support:

• Program and design enhancements to workflow

• Review and validate criteria used for systems workflow and controls
• Perform workflow and trading system maintenance and troubleshooting
• Research reported workflow errors and address issues
• Production installs and technical support
• Vendor relationship management

II. Project Execution:

• Work independently and/or with the team to design and implement enhancement to Janney’s operational workflow system, IFS

• Prioritize projects and agenda based on client feedback and business needs
• Design effective SMART workflow
• Collaborate with business partners to define and document requirements
• Organize successful and thorough testing efforts
• Lead projects using an agile project management methodology
• Plan firm wide communications

III. Quality:

• Work closely with department managers to develop an effective control environment

• Design and perform audits, resolve issues and proactively recommend ideas to improve operational processes, policies and procedures
• Create and maintain queries and custom reports

IV. Team Support:

• Participate in strategic decision-making related to operations workflow including the development of short- and long-term goals to improve overall service to clients
• Coordinate field and associate training on new releases

What you have:

• Bachelor’s Degree preferably in Business, Finance or Information Technology or equivalent experience in Financial Services Operations or the financial industry
• Three or more years of Operations System support/development experience preferred
• Series 99 license a plus, but not required
• Demonstrated success leading projects of varying complexity from inception to completion
• Project Management expertise using agile project management methodology
• Strong ability to problem solve and provide solutions in a timely manner
• Advanced Excel skills
• Knowledge/experience using IFS preferred.
• Knowledge/experience using iGrafx preferred.
• Knowledge/experience using SQL preferred.
• Experience working with cross functional teams and all levels of management
• Excellent client service skills

This role is virtual / can be based out of any of our Janney branches.

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodationsto applicants with physical and/or mental disabilities.