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Operational Analyst - Systematic Withdrawal Plan (SWP)

LEO DOES IT INC

Chicago, Illinois • Today

Easy Apply

Contract, Third Party

Job Details

Skills

Summary

Title: Operational Analyst - Systematic Withdrawal Plan (SWP)

Location : Minneapolis, MN or Milwaukee, WI or Chicago, IL

Onsite

Duration: 1 year plus

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.

Soft Skills:

Demonstrate effective communication skills
Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
Ability to learn and become an expert in field.

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.

Preferred Technical Skills:

Preference in: Accounting, Finance or Business related field.

Position Summary:

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.

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: 91130524
Position Id: 2026-555
Posted 10 hours ago

Fitment

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Hybrid in Chicago, Illinois

•

6d ago

Hi, Hope you are doing well. My name is Rohen and I represent Vision InfoTech. Let me know if you're interested in the below position. Role: Collateral Analyst Location: Chicago, IL - 3 days onsite, 2 days remote Job Type: 6+ months Domain: Finance Industry Job Description: Degree in business, finance, economics, accounting or similar. Working knowledge of Microsoft Office and exceptional degree of accuracy in processing finance-related transactions. Accurately monitor and pr

Easy Apply

Contract, Third Party

Depends on Experience

Associate, Data Integrity Group - Blue Owl Insurance Solutions

Chicago, Illinois

•

Today

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives . With over $315 billion in assets under management as of March 31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportu

Full-time

USD 75,000.00 - 105,000.00 per year

Data Conversion Specialist

Schaumburg, Illinois

•

5d ago

Job Type Full-time Description Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers

Full-time

USD 50,000.00 - 60,000.00 per year

SAP EWM Consultant

Remote

•

4d ago

About Us: CodeForce 360 is a trusted global IT talent partner helping Fortune 500 companies, system integrators, and enterprise organizations build high-performing technology teams. With over 16 years of industry expertise, we combine speed, precision, and market intelligence to deliver exceptional talent across today's most in-demand technologies. About the Job- We are looking for an experienced SAP EWM Consultant to join one of our enterprise client engagements. The ideal candidate shou

Easy Apply

Full-time, Third Party

$80 - $100

Job Details

Skills

Summary

Title: Operational Analyst - Systematic Withdrawal Plan (SWP)

Location : Minneapolis, MN or Milwaukee, WI or Chicago, IL

Onsite

Duration: 1 year plus

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.

Soft Skills:

Demonstrate effective communication skills
Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
Ability to learn and become an expert in field.

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.

Preferred Technical Skills:

Preference in: Accounting, Finance or Business related field.

Position Summary:

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.

Dice Id: 91130524
Position Id: 2026-555
Posted 10 hours ago

Fitment

Dice Job Match Score™

To see how well you match this job, please log in or create an account.

Once logged in, be sure to complete your profile to get the most accurate match score.

Create job alert

Never miss an opportunity! Create an alert based on the job you applied for.

Hybrid in Chicago, Illinois

•

6d ago

Easy Apply

Contract, Third Party

Depends on Experience

Associate, Data Integrity Group - Blue Owl Insurance Solutions

Chicago, Illinois

•

Today

Full-time

USD 75,000.00 - 105,000.00 per year

Data Conversion Specialist

Schaumburg, Illinois

•

5d ago

Full-time

USD 50,000.00 - 60,000.00 per year

SAP EWM Consultant

Remote

•

4d ago

Easy Apply

Full-time, Third Party

$80 - $100

Operational Analyst - Systematic Withdrawal Plan (SWP)

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Summary

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Operational Analyst - Systematic Withdrawal Plan (SWP)

Job Details

Skills

Summary

Dice Job Match Score™

Similar Jobs