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Operational Analyst

Chicago, IL, US • Posted 3 days ago • Updated 12 hours ago

Contract W2

Contract Corp To Corp

12 Months

On-site

$65 - $70/hr

Techridge, Inc.

Fitment

Dice Job Match Score™

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Job Details

Skills

Operations
SWP
Systematic Withdrawal Plan
Custody

Summary

Job Title: Operational Analyst

Location: Minneapolis, MN/ Milwaukee, WI/ Chicago, IL(Onsite)

Position Type: Contract Role

Job Description:

The Operations analyst will work in the back office processing area supporting through the banking and advisor client groups. This role requires a self-motivated, goal oriented individual with the ability to manage multiple tasks in a time sensitive delivery schedule.

Domain/Technical Skills:

Proficient in SWP navigation and client/portfolio-level data research
Skilled in generating and interpreting BOXI reports on SWP for MIS and reporting
Understanding of Capital Markets Knowledge of Equities, Fixed Income, Traditional Assets, Bonds, Mutual Funds.
Must be knowledgeable in all areas of Microsoft Office including Word, Excel, Access and Outlook.

Essential Qualification and Work Experience:

Bachelor's degree in finance, Accounting,
Commerce, Economics or related field.
1-4 years of experience in: Custody Operations on SWP.

Essential duties and responsibilities include the following (other duties may be assigned):

Basic processing and/or service activities specific to team function on SWP like -

Process static data amendments (DOB, address, fee package, statement recipients, etc.).
Execute inter-account cash/stock transfers as per client instructions.
Manage recurring and ad-hoc cash disbursements, including dividend and interest payout.
Review and post cash receipts from clients and counterparties.

Interact effectively with multiple operational processing teams.
Maintaining the highest level of confidentiality, quality and privacy.
Manage a time-sensitive delivery schedule.
Other duties as assigned.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 10125172
Position Id: 9072595
Posted 3 days ago

Company Info

About Techridge, Inc.

We believe we have the know-how to do it right the first time and we also understand that our client focus will always be on

-High Quality

-Cost Effectiveness

-Total Convenience

-Continuous Training

-Emphasis on Security

-Industry recognized SDLC

-Intelligent Communication

Technology and business knowledge go hand in hand in today s digital age, it very important to remember that technology will always remains a support mechanism for business. The greatest resource that makes any business successful is people, people who understand your business needs and technology. Techridge s hiring processes allows us to hire the right people based technical expertise on Attitude, Communication, Technical and Industry knowledge. Most of our employees have post graduate degrees.
At Techridge, we satisfy your need to keep up with lightning fast technology, manage constant system updates and control ongoing work by providing qualified IT professionals. People with the expertise to help you charge ahead of industry trends and the competition.

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Manish Nirwan

Recruiter @ Techridge, Inc.

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Minneapolis, Minnesota

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Today

We are seeking an Operations Analyst with hands-on experience in Custody Operations and Systematic Withdrawal Plans (SWP). The ideal candidate will support back-office processing for banking and advisor client groups, ensuring accurate and timely completion of operational activities. The role requires strong attention to detail, excellent communication, and the ability to manage multiple time-sensitive assignments while maintaining confidentiality and data quality. < class="w6asjq_TextBase GgxHU

Easy Apply

Third Party, Contract

Depends on Experience

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