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Wealth Management Operations Analyst

MDMS Recruiting

Hybrid in New York, New York • Yesterday

Easy Apply

Contract

$50 - $55

Global Head of Wealth Data & Analytics Production Management - Director

Citi

Jersey City, New Jersey • Today

Full-time

USD 170,000.00 - 300,000.00 per year

Data Product Owner (With Asset/Wealth/Investment Management)

Metalight Solutions Inc

Hybrid in New York, New York • 2d ago

Easy Apply

Full-time

Depends on Experience

Revenue Operations Analyst II

Affirm

New York, New York • 6d ago

Full-time

USD 100,000.00 - 150,000.00 per year

Associate Product Manager - Marketing Operations and Automation

StubHub

New York, New York • Today

Full-time

USD 120,000.00 - 140,000.00 per year

Analyst, HR Operations

Brookfield Asset Management, Inc.

New York, New York • Today

Full-time

USD 70,000.00 - 85,000.00 per year

Network Operations Analyst

Cantor Fitzgerald

New York, New York • Today

Full-time

USD 160,000.00 - 170,000.00 per year

Network Operations Analyst

Cantor Fitzgerald Securities

New York, New York • 14d ago

Full-time

USD 160,000.00 - 170,000.00 per year

Operations Analyst

Mitchell Martin, Inc.

Jersey City, New Jersey • 29d ago

Easy Apply

Contract, Third Party

$37 - $47

Ad Sales Operations Analyst

IntelliPro Group

Hybrid in New York, New York • 2d ago

Easy Apply

Contract

Trade Finance Operations Analyst at Major Japanese Bank 1398

NSD International, Inc.

Jersey City, New Jersey • 5d ago

Easy Apply

Contract

43+

Analyst System Operations Strategy & Analytics

JetBlue Airways

New York, New York • Today

Full-time

USD 64,350.00 - 89,600.00 per year

Lead Solutions Analyst - Cloud Business Operations

JPMorgan Chase & Co.

Jersey City, New Jersey • Today

Full-time

USD 147,250.00 - 200,000.00 per year

Product Manager Operations & Controls Platform - Hybrid Role

Aventine software

Hybrid in New York, New York • 2d ago

Easy Apply

Full-time

Depends on Experience

Director, Operations & Resource Management

Monks

New York, New York • 6d ago

Full-time

USD 130,000.00 - 145,000.00 per year

Product Manager Operations & Controls Platform

IMR Soft LLC

Hybrid in New York, New York • 3d ago

Easy Apply

Full-time, Third Party

Depends on Experience

Threat Intelligence Analyst, Associate - Security Operations

Blackstone

New York, New York • 23d ago

Full-time

USD 135,000.00 - 170,000.00 per year

Analyst, Data Operations, Ares Insurance Solutions (AIS)

Ares Management Corporation

New York, New York • Today

Full-time

USD 95,000.00 - 110,000.00 per year

Operations | Trading Operations Analyst | New-York

Flowdesk

New York, New York • Yesterday

Full-time

USD 90,000.00 - 120,000.00 per year

Operations Analyst- Collateral & Margin

Jobot

New York, New York • Today

Full-time

USD 105,000.00 - 120,000.00 per year

Operations Analyst - Collateral & Derivatives

Jobot

New York, New York • Today

Full-time

USD 95,000.00 - 125,000.00 per year

Asset Management Analyst

Lumen Solutions Group Inc.

New York, New York • Yesterday

Easy Apply

Contract

Depends on Experience

Analyst, Valuations Management Office

IFM Investors

New York, New York • Today

Full-time

USD 120,000.00 - 145,000.00 per year

Principal Analyst, Payment Operations (Hybrid)

Capital One

New York, New York • Today

Full-time

Customer Operations Analyst (Temporary)

Alkami Technology

New York, New York • 6d ago

Full-time

USD 30.00 - 35.00 per hour

Mainframe Operations Analyst - Entry Level

PTR Global

New York, New York • Today

Easy Apply

Full-time

USD 52.00 - 55.00 per hour

Care Management Sr Data Operations Analyst (Full-time Remote, North Carolina Based)

Alliance Enterprises Inc.

Remote or Morrisville, North Carolina • Today

Full-time

USD 69,592.00 - 88,729.00 per year

Tax Operations Analyst

WinMax Systems Corporation

Remote • 3d ago

Easy Apply

Contract

30 - 32

Program Management & Operations Integration Director

Celestica International LP

Remote • Today

Full-time

USD 143,000.00 - 190,000.00 per year

Operations Research Analyst / Data Lead (Remote)

J VERS LLC

Remote • Today

Full-time

USD 120,000.00 - 130,000.00 per year

Job Details

Skills

AML
KYC
Regulatory Reporting
Security
FX
Derivatives product
Cash

Summary

wealth management Operations Analyst

Duration: 6 Months +

Location: New York, NY (4 days onsite), w2 candidates only

Responsibilities include but are not limited to:

Work with internal teams to open and maintain accounts for clients of the firm, including gathering documents, verifying key information, validating completeness and effectively communicating with business partners/stakeholders.
Facilitate the successful and smooth transition of securities and cash transfers including retrieving required documentation, working with internal and external partners, and effectively communicating with business partners/stakeholders
Provide specialized operational support to the structuring, booking, allocation, confirmation, settlement and reconciliation of primary and secondary securities, FX and Derivatives, including alternative investments.
Process and monitor all daily transactions, including Client TRACE reporting, FX/Swap reporting, trade feeds to internal and external systems, unmatched trades, failed trades, wire transfers, deposits, securities and cash transfers, control reporting and supporting tasks that support the effective running of the business
Ensure the team communicates with external and internal business partners/clients in a professional and timely manner with regards to troubleshooting exceptions and transactions, settlement exceptions, inquiries and client account related issues.
Foster a culture of partnership and collaboration with internal business partners/stakeholders including the Business teams, Product and Technology teams, and relevant support functions to identify customer needs, drive consistent communication and ensure service delivery at the highest possible level.
Identify and implement opportunities to improve department processes and culture across the team/functions/regions to maximize service, efficiency and productivity, while maintaining a controlled and risk-reduced environment.
Provide support for internal and external audits, risk assessments and reviews while ensuring department procedures, protocols, checklists and controls are adhered to.
Be aware of current and emerging industry regulatory requirements and identify key risks and controls in support of our businesses operating efficiently. Adhere to documented SLAs and KPIs to ensure consistent workflow efficiency while managing client and business expectations.
Provide support for technology and non-technology changes within the department, including idea generation, specification gathering, component and user testing, and regression testing to ensure effective and efficient delivery of change.

Required Skills:

Knowledge and understanding of account opening processes and KYC/AML rules and regulations for various account types including bank and brokerage accounts.
Knowledge and understanding of Cash, Securities, FX and Derivative products (Options and Swaps), related processes, and global financial markets.
Knowledge and understanding of trade processing, regulatory reporting, trade booking, allocation, confirmation, settlement, custody and reconciliation of financial products/markets.
Demonstrate strong analytical, problem solving, communication and organizational skills.
Demonstrate an understanding of various forms of risk, including market, operational, legal, and regulatory.
Demonstrate an ability to be a collaborative and effective member of a diverse and dynamic team environment, while servicing client to the highest standards.
Demonstrate an ability to identify and implement continuous improvement activities to support change within the department.
Knowledge and understanding of industry/market systems including DTCC, Euroclear, Fedwire, FICC, SWIFT, Bloomberg, NetX360

Required Experience:

Minimum of 2 years of operational support in financial services, preferably a broker-dealer, bank, or registered investment advisor.
Experience with client account opening and AML/KYC rules
Experience with Cash, Securities, FX and Derivative products, processes and markets.
Experience with regulatory reporting e.g. Client Trace
Experience in supporting and engaging with internal and external clients (e.g. Trading Desk, Wealth Management Advisors).
High school diploma or GED (Bachelor's degree is preferred e.g. economics, business, mathematics, or related)

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: 10501841
Position Id: MS-26-00139-1
Posted 2 days ago

Fitment

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Contact the job poster

Marisol Santana

MDMS Recruiting Recruiter @ MDMS Recruiting

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Operations Analyst - Collateral & Derivatives

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Join a top-tier global alternative asset manager's Operations team - hands-on collateral & derivatives work, hybrid schedule (WFH Fridays), and real opportunity to modernize processes with automation/AI. This Jobot Job is hosted by: Hunter King Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $95,000 - $125,000 per year A bit about us: We are a leading global alternative asset management firm with several hundred billion dollars in assets un

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Operations | Trading Operations Analyst | New-York

New York, New York

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At Flowdesk, we are building the infrastructure powering the next era of global finance. As a full-service digital asset trading and technology firm, we provide liquidity solutions, OTC trading, and market infrastructure that connect digital assets to global markets with institutional-grade precision, transparency, and scale. Flowdesk combines expertise from traditional finance, algorithmic trading, and blockchain technology to deliver always-on trading capabilities across the digital asset ecos

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Operations Analyst- Collateral & Margin

New York, New York

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Today

Operations role with an outstanding asset management firm This Jobot Job is hosted by: Mitch Hagen Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $105,000 - $120,000 per year A bit about us: We're a leading global alternative asset management platform investing across private equity, infrastructure, and other strategies worldwide. Our teams combine deep sector expertise with a collaborative, entrepreneurial culture that rewards initiative

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Job Details

Skills

AML
KYC
Regulatory Reporting
Security
FX
Derivatives product
Cash

Summary

wealth management Operations Analyst

Duration: 6 Months +

Location: New York, NY (4 days onsite), w2 candidates only

Responsibilities include but are not limited to:

Work with internal teams to open and maintain accounts for clients of the firm, including gathering documents, verifying key information, validating completeness and effectively communicating with business partners/stakeholders.
Facilitate the successful and smooth transition of securities and cash transfers including retrieving required documentation, working with internal and external partners, and effectively communicating with business partners/stakeholders
Provide specialized operational support to the structuring, booking, allocation, confirmation, settlement and reconciliation of primary and secondary securities, FX and Derivatives, including alternative investments.
Process and monitor all daily transactions, including Client TRACE reporting, FX/Swap reporting, trade feeds to internal and external systems, unmatched trades, failed trades, wire transfers, deposits, securities and cash transfers, control reporting and supporting tasks that support the effective running of the business
Ensure the team communicates with external and internal business partners/clients in a professional and timely manner with regards to troubleshooting exceptions and transactions, settlement exceptions, inquiries and client account related issues.
Foster a culture of partnership and collaboration with internal business partners/stakeholders including the Business teams, Product and Technology teams, and relevant support functions to identify customer needs, drive consistent communication and ensure service delivery at the highest possible level.
Identify and implement opportunities to improve department processes and culture across the team/functions/regions to maximize service, efficiency and productivity, while maintaining a controlled and risk-reduced environment.
Provide support for internal and external audits, risk assessments and reviews while ensuring department procedures, protocols, checklists and controls are adhered to.
Be aware of current and emerging industry regulatory requirements and identify key risks and controls in support of our businesses operating efficiently. Adhere to documented SLAs and KPIs to ensure consistent workflow efficiency while managing client and business expectations.
Provide support for technology and non-technology changes within the department, including idea generation, specification gathering, component and user testing, and regression testing to ensure effective and efficient delivery of change.

Required Skills:

Knowledge and understanding of account opening processes and KYC/AML rules and regulations for various account types including bank and brokerage accounts.
Knowledge and understanding of Cash, Securities, FX and Derivative products (Options and Swaps), related processes, and global financial markets.
Knowledge and understanding of trade processing, regulatory reporting, trade booking, allocation, confirmation, settlement, custody and reconciliation of financial products/markets.
Demonstrate strong analytical, problem solving, communication and organizational skills.
Demonstrate an understanding of various forms of risk, including market, operational, legal, and regulatory.
Demonstrate an ability to be a collaborative and effective member of a diverse and dynamic team environment, while servicing client to the highest standards.
Demonstrate an ability to identify and implement continuous improvement activities to support change within the department.
Knowledge and understanding of industry/market systems including DTCC, Euroclear, Fedwire, FICC, SWIFT, Bloomberg, NetX360

Required Experience:

Minimum of 2 years of operational support in financial services, preferably a broker-dealer, bank, or registered investment advisor.
Experience with client account opening and AML/KYC rules
Experience with Cash, Securities, FX and Derivative products, processes and markets.
Experience with regulatory reporting e.g. Client Trace
Experience in supporting and engaging with internal and external clients (e.g. Trading Desk, Wealth Management Advisors).
High school diploma or GED (Bachelor's degree is preferred e.g. economics, business, mathematics, or related)

Dice Id: 10501841
Position Id: MS-26-00139-1
Posted 2 days 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.

Contact the job poster

Marisol Santana

MDMS Recruiting Recruiter @ MDMS Recruiting

View Profile

Create job alert

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

Similar Jobs

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