Operations Analyst Job Description

Operations Analyst Job Description

4.8
162 votes for Operations Analyst
Operations analyst provides planning for continuous improvement projects that align with COS and Functional Excellence direction and leverage common processes tools, and information systems.

Operations Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Monitor and analyze daily trades and the effects on the portfolio
Monitor trade capture exceptions
Take full ownership of their accounts to ensure efficient delivery and optimization communication of any issues that may arise
Reconcile cash and positions with external parties and across internal systems
Regular allocation and settlement inquiries (use Omgeo for offshore trades)
Equity swap confirms and settlements
Processing of dividends and corporate actions
Processing of daily FX trades (all transactions converted to USD on trade date)
Monitoring and re-rating stock lending rates
Comprehensive end of day process

Operations Analyst Qualifications

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

Licensing or Certifications for Operations Analyst

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

Education for Operations Analyst

Typically a job would require a certain level of education.

Employers hiring for the operations analyst 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 Operations Analyst

Desired skills for operations analyst include:

Excel
Ability to leverage that information in creating customized customer solutions
Business process improvement tools and techniques and ability to understand
Enhance existing business
Major functional processes and associated operating requirements
Major products and services and product and service groups
Monitor
Update
Values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Work processes

Desired experience for operations analyst includes:

Conducting Stake holder discussions on RRC & ReqPro related activities
Formulating newer and effective processes
Excellent Stakeholder communication
Analytical skills and hands on working of Metrics & Reporting
Sound knowledge and understanding of trading businesses and of the operating environment, business process and procedures, and the transaction lifecycle for CCRD as it relates to all businesses supported
Completes work within specifically defined parameters with guidance / direction from team lead as necessary

Operations Analyst Examples

1

Operations Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of operations analyst. 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 operations analyst
  • Monitor Systems – Tradar, Bloomberg, ICELink
  • Reconcile positions between front office and back office systems
  • Process and oversee the settlement process
  • Review and resolve all position and cash breaks from the daily reconciliations between the firm and its counterparties which are prepared by the firm’s Fund Administrator
  • Support traders with the operational process of listed and OTC derivative products
  • Settlement of public and private investments for securities across the capital structure of companies
  • Preparation and review of weekly reporting for investment management team
  • Preparation of cash transfers for settling investments, expenses, and distributions
  • Coordination with banks, custodians, brokers, and other internal and external service providers
  • Developing ideas to improve operational efficiencies
Qualifications for operations analyst
  • Remain current on regulatory changes and requirements
  • Is comfortable with 12 hour or 8 hour shift rotation
  • Strong problem solving skills required to triage and resolve system issues to ensure platform stability
  • Ability to assess situations, competing needs, requirements and solve problems independently within aggressive time constraints, seeking guidance and approval only where required
  • Must be self-motivated, detail orientated and be committed to adding value to the organization
  • Proven ability to prioritize and organize workload on a changing basis, deliver superior results and follow-through
2

Operations Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of operations analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for operations analyst
  • Assistance with opening new trading accounts at various Broker Dealers and related follow up documentation as required
  • Support of front office for all trading related operational issues
  • Review/affirm trade confirmations
  • Review and completion of trade, position and cash breaks, investigating and resolving differences
  • Resolve trader position/trade queries and providing ad hoc reports to traders
  • Maintaining relationship with outsourced administration and prime brokerage functions, where some settlement and reconciliation procedures are performed
  • Maintain records and inform execution desk of time-sensitive derivative expires and fixings
  • Review and resolve all position and cash breaks from the daily reconciliations between the firm and its counterparties
  • Work closely with internal traders, counter-parties and custodians/prime brokers
  • Ensure timely and accurate affirmation and settlement of all client trades
Qualifications for operations analyst
  • Ability to interpret and communicate complex information clearly and concisely
  • University degree in business or applicable discipline preferred
  • Canadian Securities Course and/or enrollment in CFA program would be an asset
  • Public accounting experience with some Private Equity or administrative experience
  • Solid knowledge of Microsoft PowerPoint and Access
  • Minimum 3 years experience supporting large scale data systems
3

Operations Analyst Job Description

Job Description Example
Our company is looking to fill the role of operations analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for operations analyst
  • Support of the training programs within FCRA
  • Special projects and ad hoc research and analysis as assigned by FCRA Senior Vice President, Vice Presidents and Director, Operations
  • Complete daily cash and position and P&L reconciliations
  • Participate in trade entry and settlement – CDS, Bonds, Equities, Futures, FX
  • Perform security valuation and maintenance of security master
  • Assist with various internal reports, including P&L, FX, counterparty exposure
  • Complete daily margin processing, cash management
  • Participate in month end reconciliations and valuation process
  • Equity swap confirmations and settlements
  • Coordinate settlement of derivative and swap transactions with external counterparties
Qualifications for operations analyst
  • Experience with Customer Care Portal
  • Knowledge of Internet applications (FTP, telnet, SSH)
  • Able to demonstrate their knowledge of the processing flows they have seen, within the front to back flow and how the technicalities of that product impact that
  • Demonstrate a good understanding of the control and risk implications of supporting those products
  • Data analytics capability using multiple data sets and complex models
  • Ability to engage with multiple stakeholders, understand complexity of business process and provide clear and concise analysis/recommendations to directors in a way they can interpret
4

Operations Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of operations analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for operations analyst
  • Communicate with prospects and existing customers to provide financial information, payments, or other processing items by using various means of contact such as telephone, letters, and occasional personal visits
  • Consolidates information from various internal sources into management reports for multiple department managers
  • Other duties as may be assigned including coordinating, scheduling and monitoring webinars for departmental training and development
  • Respond to internal inquiries and begin to make recommendations on standards for reports and analysis
  • Participates in data collection through Material Condition Assessment (MCA) Data Reporting and Data Effectiveness Analysis
  • Makes suggestions for supportability improvements through demand forecasting, supply chain management, and metrics focused on logistics and engineering sustainment
  • Identifies requirements analyzing operations
  • Develops problem solutions by describing requirements in a work-flowchart and diagram
  • Provides reference for customers by writing documentation
  • This position requires a well-rounded and experienced operational, cost management, and process improvement background with proven and specific results in combining these skills to produce step level change in the organizations profitability and overall performance
Qualifications for operations analyst
  • Experience using Microsoft SharePoint is preferred
  • BA/BS Degree or equivalent years experience required
  • Minimum 1 year previous accounting, audit or financial related experience required
  • Prior experience in participations environment preferred
  • Previous entertainment industry working experience a plus
  • Strong SAP knowledge/experience preferred
5

Operations Analyst Job Description

Job Description Example
Our innovative and growing company is hiring for an operations analyst. 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 operations analyst
  • Prepare and update business processes, procedures and workflows
  • Prepare management information for group management
  • Provide support for project and service delivery reports
  • Provide support for operations balanced scorecard
  • Curate the group intranet presence
  • Analyse project trends and promote best practice
  • Provide support for procurement and contract management
  • Prepare draft Client Service Agreements, renewal documents, stewardship reports and client feedback reports as required by Client Managers
  • Filing of Client Service team paperwork
  • Support Client Managers and Client Service teams, entailing close communication to ensure that they are provided with the relevant material
Qualifications for operations analyst
  • Analytical Approach / Logic
  • Knowledge of financial products, especially Central Clearing houses and OTC derivative products
  • Managing design Uploads & Updation of documents(BRD/FRD/IRD etc) into RRC
  • Minimum 2 years experience with Pega BPM or another BPM solution including system administration, architecture and integration preferred
  • Minimum 3 years experience with Xytech Enterprise and MediaPulse preferred
  • Minimum 2 years large scale application administration experience

Related Job Descriptions

Resume Builder

Create a Resume in Minutes with Professional Resume Templates