Operations Analyst Job Description template and pdf with duties [2024]

Job summary 1

The Operations Analyst is responsible for the implementation of controls such as reconciliations and trade confirmations for a variety of asset classes. Other priorities include trade settlement, management of cash and positions, and the ongoing improvement of operational effectiveness.

Duties & Responsibilities 1

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Requirements & Skills 1

Associates (2yr) or Bachelor’s (4yr) degree in Finance, Accounting or Economics preferred
3+ years experience in confirmation, settlement and asset servicing of futures, options, OTC derivatives, stocks, bonds and ABS/MBS in financial operations
- Familiar with DTCC, ICELink, MarkitSERV and other OTC related trade affirmation platforms
- Competent in Microsoft Office with strong skills in Excel, VBA/Macros a plus
- Strong attention to detail and ability to work independently under tight deadlines

Job summary 2

We are currently seeking a communicative, detail-oriented, and enthusiastic Operations Analyst to join our team. This role executes our client’s operational processes and develops solutions to enhance them. Processes include change management, configuration management, and account management. The Operations Analyst will build operational models, procedures, process flows, and other documentation to support operational needs and transformation projects.

Duties & Responsibilities 2

Lead account management for all systems (i.e. account creation, deletion, renewal)
Review and process change requests as the team business analyst
Partner and engage with cross-functional teams and customers on day-to-day operations and transformation projects
- Develop procedures, manuals, and other documentation for information systems
- Develop transformation solutions with actionable recommendations
- Create high-level briefings for management and executive stakeholders

Requirements & Skills 2

Must be a US Citizen
- 2+ years’ related experience
- A Bachelor’s degree in a related field
- A basic understanding of the SDLC/SELC (Systems Development Life Cycle/ Systems Engineering Life Cycle)

Job summary 3

We seek to hire an Operations Analyst. This person will play a key role in the day to day functions of the team as well provide support on various project related duties. The Operations Analyst will interact with virtually all departments within the firm offering the incumbent a great chance for cross-learning, exposure and visibility. Additionally, the Analyst will work with all asset classes resulting in a well-rounded experience.

Duties & Responsibilities 3

Trade and Position reconciliations
Settlements and Position Management
- Trade confirmations and documentation
- Monitor security limits
- Special Projects and process improvement initiatives

Requirements & Skills 3

BS in Finance, Accounting, Business Administration, or Economics
2+ years of similar experience
Diverse product knowledge a plus but not required
- Excellent communication, time management, and critical thinking skills
- Ability to work in a fast-paced, demanding environment
- Ability and desire to work well in a team driven environment

Job summary 4

Our Operations Analyst keeps us on track by conducting internal operational audits, analyzing company performance and reporting findings and recommendations to Leadership.

Duties & Responsibilities 4

Review, comment and follow-up on customer comment reports.
Audit multiple business departments and job functions and provide business suggestions and feedback.
Monitor, create and publish reports and metrics across multiple business departments.
Summarize analysis into clearly written memos and presentations to outline operational business observations and improvements.
- Prepare regular and ad hoc business reports. Review reports for accuracy and completeness.
- Work frequently with Branch management to analyze damages, errors, returns, productivity and performance reports. Work with Branch operations to make business improvements.
- Work with cross-functional areas and interpret data for business processes, investigate root causes and provide appropriate recommendations based on analysis.

Requirements & Skills 4

Bachelor's degree.
1+ year operations or Operations Analyst experience.
Proficient in Excel, Access and SQL.
- Project management skills.
- Ability to take analytical data and create clearly written summaries based on findings a must.
- Well organized, detail-oriented and the ability to multitask a must.

Job summary 5

The Operations Analyst works on the full range of claims, correspondence, quality assurance and escalations to ensure the satisfaction of the goals and priorities of the team.

Duties & Responsibilities 5

Consults with team leadership and peers on case work
Uses proprietary software tools to access and review claim documents, enter claim decisions, and create escalations when needed
Communicates immediately to leadership all obstacles to completing work
Meets and exceeds departmental expectations for accuracy and productivity
Contributes subject area expertise to determine processing guidelines and assess if standards have been met
Utilizes documented team processes to ensure compliance with departmental standards
- Data entry and verification
- Verifies data and processing requirements and makes corrections as necessary
- Other projects as assigned

Requirements & Skills 5

Professional degree or equivalent experience
Excellent attention to detail
- Strong communication skills, both written and verbal
- Sharp critical thinking skills with sound judgment
- Ability to sit at a computer workstation for long periods of time

Job summary 6

We are in search of an Operations Analyst.

Duties & Responsibilities 6

Requirements & Skills 6

A High School diploma or GED is required for this role; Associate or Bachelor's degree is preferable; Or the equivalent combination of education, training, and work experience
Candidates with PC and Data entry skills seem to adapt well to this position

Job summary 7

Our team is seeking a driven and excited qualified Operations Analyst to expand and enhance our operations team. A successful candidate will have proven domain experience, project management skills, and analytical capabilities.

Duties & Responsibilities 7

Supply Planning: Communication & alignment with supply team to ensure adequate coverage to support sales, ensure all SKUs are in stock/communicate OOS risks & plans to address, Rebalance inventory between warehouses via Move Order Requests
Support system setup for launch activities (e.g., share SKU setup details) needed by B2C partners for all new SKUs in scope
Troubleshoot delayed orders with Systems, Logistics, and/or Warehouse teams

Requirements & Skills 7

BA/BS degree in Business or equivalent practical experience
2+ years of experience in demand planning/forecasting or retail operations
Experience communicating clearly to cross-functional teams with various priorities
Data Management: Building/automation of reports, process improvements, manipulations
- Drive performance and execution excellence
- Demonstrate critical thinking, presentation, and decision-making skills
- Excellent communication, interpersonal, problem-solving, and presentation skills

Job summary 8

We are seeking an Operations Analyst to join our team.

Duties & Responsibilities 8

Responsible for supporting the sales team to manage opportunities, deals and quotes
- This includes managing contract approvals and advising on contract structure
- You will help with sales on-boarding and designing sales processes
- Your attention to process and detail will improve the effectiveness of our sales organization and the quality of data in our CRM

Requirements & Skills 8

Job summary 9

We are looking for an Operations Analyst to join our team.

Duties & Responsibilities 9

Provide expertise regarding pricing
Work to determine best practices for revenue and pricing
Support budget and variances
- Conduct revenue analysis and make recommendations
- Prepare variance analysis
- Identify business trends

Requirements & Skills 9

Bachelor's degree in Business, Mathematics, or related field
1 year of related experience in analyst role
- Advanced Excel skills
- Excellent analysis skills
- Occasional travel will be required

Job summary 10

We are seeking an Operations Analyst.

Duties & Responsibilities 10

Manage the trade booking and settlement process
- Ensure portfolio valuation and reconciliation
- Manage borrow trading
- Create metrics and reporting packages

Requirements & Skills 10

Degree in Mathematics, Economics or Engineering is a plus
1-2 years of experience
Willingness and ability to work long hours

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Operations Analyst Job Description

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