Analyst Operations Job Description

Analyst Operations Job Description

4.5
124 votes for Analyst Operations
Analyst operations provides training and communications materials to Office of Research staff members that maximize their ability to utilize hardware and software in relation to their work;.

Analyst Operations Duties & Responsibilities

To write an effective analyst operations job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst operations job description templates that you can modify and use.

Sample responsibilities for this position include:

Daily and monthly re-balances between Flagship and Leveraged Funds
Supporting any new counterparty relationships and trading initiatives
Operationally support local and internationally-based front office personnel
Confirm and reconcile trades between Fortress execution desk and Counterparty desks
Review trade confirmations for all listed and OTC derivative products
Maintain and confirm allocations of trades between the Fortress funds and various managed accounts
Utilize Ice Link/DTCC/Deriv Serv and other electronic matching services for official confirmation
Perform post trade allocations on CTM and Oasys
Elevate and resolve any disputes with Counterparties on a timely basis
Maintain records and inform execution desk of time-sensitive derivative expiries and fixings

Analyst Operations Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Analyst Operations

List any licenses or certifications required by the position: ITIL, PMP, VT, DR, UAT, TCOP, II, LSS, BA, MCSE

Education for Analyst Operations

Typically a job would require a certain level of education.

Employers hiring for the analyst operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Education, Accounting, Military, Statistics, Business/Administration, Engineering, Economics, Technical

Skills for Analyst Operations

Desired skills for analyst operations include:

Applications:
Microsoft Office suite
Practices
Excel
Ability to leverage that information in creating customized customer solutions
Ability to read
Ability to use office support tools available at the desktop
Ability to utilize these to manage the underwriting process
Ability to utilize tools
Capture and document relevant business information in an auditable

Desired experience for analyst operations includes:

Identifies key operational / reporting / process issues for CCRD
Possesses above average skills in Microsoft Office and creating Metrics
Ability to execute on routine and ad-hoc requests
Ability to adhere to strict deadlines and handle high volumes of work in a demanding environment
Strong ability to work independently part of a team
Self-motivated and goal-oriented with the ability to develop tactical solutions to project and or day-to-day problems

Analyst Operations Examples

1

Analyst Operations Job Description

Job Description Example
Our company is growing rapidly and is hiring for an analyst operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst operations
  • Create periodic and ad hoc reporting
  • Manage the relationship and expectations of internal and external clients
  • Daily reconciliation of cash balances and position balances
  • Coordination and review of NAV with the fund administrator
  • Trade processing/assistance
  • Calculation, tracking, and processing of accounts receivable and payable
  • Interaction with administrators and prime brokers to resolve questions and reconciliation differences
  • Assistance with Regulatory Compliance matters as it relates to above
  • Assistance with coordination of annual fund financial audit and tax preparers
  • Interaction and regular communication with traders and fund management personnel
Qualifications for analyst operations
  • Ability to produce deliverables of superior quality tailored to varying audiences and strong written and verbal communication skills
  • A proven ability to foster strong relationships and work collaboratively with associates, senior leaders, executives in different functional areas to achieve swift adoption
  • Experience managing multiple small or large scaled projects
  • Knowledge of Object Oriented Programming an asset
  • Ability to be flexible to manage changing requirements
  • Broad understanding of investment business and legal entity structures
2

Analyst Operations Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of analyst operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst operations
  • Evaluate and update Operations procedures and practices
  • Escalate time sensitive issues internally
  • Oversee all end-of-day trade processing and reporting functions
  • Perform daily cash reconciliations
  • Track corporate action activity
  • Ensure cash balances are accurate
  • Liaise with trading desk and broker client service representatives
  • Ensure timely settlement of equity and fixed income trades
  • Work with the existing middle office/back office teams on reconciliations
  • Assist in OTC documentation
Qualifications for analyst operations
  • Ability to work independently but possess the ability to work effectively within a group
  • Minimum 3 years experience supporting metadata and/or data distribution
  • Minimum 2 years experience in database support
  • Minimum 2 years experience supporting digital media delivery issues
  • Experience with SAP MDM or another MDM solution including system administration, architecture and integration preferred
  • Minimum 2 years experience with MarkLogic Server including system administration, data queries and integration required
3

Analyst Operations Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of analyst operations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst operations
  • Work closely with the firm’s Fund Administrator in a full NAV environment
  • Assist in regulatory filings, other internal and investor reporting
  • Compile and analyze portfolio valuations for various derivative and over-the-counter securities
  • Assist with various ad-hoc projects from several departments within the firm
  • Deliver weekly reporting on on-time shipments and drop for ship forecast analysis
  • Strong understanding of Transact business at a fairly detailed level
  • Create and maintain customer facing quotes and sales orders through the use of Oracle Big Machines
  • Assists Regional Sales Manager and counsels originators in qualifying loans, determining borrower's needs, determining appropriate commercial loan product in light of needs, and obtaining requisite financial data
  • Assist in the reviews for accuracy and completeness of new loan packages prior to submission to SBA Guaranty Protection Unit
  • Liaison to ensure effective communication between Relationship Managers, Loan Administration, Loan Documentation & Funding Control and other departments involved in the loan process
Qualifications for analyst operations
  • Managing Change requests to the already uploaded Requirements
  • Review & update process documents whenever appropriate
  • Must be able communicate effectively and tactfully with all levels of personnel, both in person and on the telephone
  • Ability to create and alter data modelsusing a range of tools
  • Business analysis capability (understanding user requirements for new systems or process)
  • Ability to supporting “business as usual” whilst driving improvements concurrently
4

Analyst Operations Job Description

Job Description Example
Our growing company is looking to fill the role of analyst operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst operations
  • Design, implement and improve new and existing product lines
  • Drive continuous improvement initiatives throughout the company
  • Complete impact analyses for all operations improvements
  • Identify structural, technical, and procedural shortcomings and suggest and implement improvements
  • Stay apprised of dynamic market needs to maintain a competitive advantage
  • Develop and maintain operational metrics to report success and shortcomings
  • Coordinate with cross functional departments to optimize utilization and productivity
  • Own all Lean Manufacturing and Continuous Improvement projects Provide communication to all front line personnel to ensure company goals and objectives are clearly defined, measured and distributed
  • Develop capital expenditure requests and prioritize based on business needs
  • Work with Other departments to ensure that production lead times are met to maintain high standards with customer metrics
Qualifications for analyst operations
  • Managing and tracking Requirements Traceability Matrix
  • Ability to work flexibly within a small team to ensure group goals are delivered
  • Must have good time management skills to manage multiple tasks
  • Must be able to adapt and lead in a team environment
  • Minimum 3 years experience managing large scale servicing systems
  • Minimum 2 years experience managing client servicing issues preferred
5

Analyst Operations Job Description

Job Description Example
Our company is looking to fill the role of analyst operations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst operations
  • Analyses Labour Management programs and measure against corporate benchmarks industry standards
  • Devises, communicates and executes strategies and directions for Property Management, evaluating efforts to ensure the effectiveness and efficiency of the property’s labour management
  • Implements plans for identified labour standardization opportunities in concert with operations managers
  • Develop execution plan to implement long term goals for the Property that become the basis for short term goals and annual operational planning
  • Develops the appropriate objectives for each department’s labour and directs the methodologies by which those objectives are going to be accomplished
  • Establishes procedures and processes in relation to Labour Management
  • Responsible for creating long term business plans that align with corporate strategy and goals
  • Creates and governs incentive plan targets and reconciliation of targets to financial plans
  • Analyzes market trends to ensure financial plans and internal goals are appropriate and up to date
  • Drives innovative alternatives to current operational processes
Qualifications for analyst operations
  • Self confidence / Assertiveness
  • Experience working as a systems analyst on application implementation and upgrade projects preferred (including functional requirements development, system use case development, functional and regression system testing, integration testing, user acceptance testing facilitation, end user training, deployment, support)
  • Entertainment industry or digital media creation/management experience preferred
  • Operational Assignments (Operational tasks, CIAB Book creation, subscription management, email distribution management)
  • 2-4 years of fixed income trade support experience
  • 1+ years of Buy-Side Operations experience

Related Job Descriptions

Resume Builder

Create a Resume in Minutes with Professional Resume Templates