Search Jobs | Dice.com

1 results (0 new)

Group by company

Operational Analyst - Systematic Withdrawal Plan (SWP)

Della Infotech

Minneapolis, Minnesota • 2d ago

Easy Apply

Contract

65 - 70

Job Details

Skills

Systematic Withdrawal Plan
SWP
SEI
SEI Investments Company
Capital Markets
Trust Administrator
Operational Analyst

Summary

This is Ganesh from DELLA INFOTECH INC. We have an outstanding opening for you for the opportunity below. Please check the job description and share your updated resume, if you are interested.

Job Title : Operational Analyst

Location : Minneapolis or Milwaukee or Chicago - Onsite

Role:

Operational Analyst.

This role we need someone who has worked with SEI in past has experience on SWP.

Systematic Withdrawal Plan (SWP)

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 Qualification:

Preferred Technical Skills:

Preference in: Accounting, Finance or Business related field.

B. 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: 10511336
Position Id: 9101647
Posted 5 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

Andrew Fugle

Della Infotech Recruiter @ Della Infotech

View Profile

Create job alert

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

Minneapolis, Minnesota

•

5d ago

Hiring:Operations Analyst SWP/Custody OperationsLocation : Minneapolis, MN / Milwaukee, WI / Chicago, IL (Onsite)Duration 1 year plusEssential 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 skillsEffectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.Ability to lear

Easy Apply

Contract

60 - 70

Help Desk/Desktop Support Analyst

Edina, Minnesota

•

Today

Description We are looking for a Help Desk/Desktop Support Analyst to join a services team. This position is well suited for someone who enjoys investigating technical issues, improving workflows, and supporting both recurring operations and project-driven work. The role combines hands-on troubleshooting, data-focused tasks, and cross-functional communication to help maintain reliable service and efficient execution. Responsibilities: Manage recurring operational activities tied to client and i

Easy Apply

Contract

USD 22.00 - 24.00 per hour

Operations Analyst

Remote

•

8d ago

We are seeking a detail-oriented Operations Analyst with 13 years of experience to support business operations through data analysis, reporting, performance tracking, and process improvement. The ideal candidate will have strong analytical skills, experience working with operational data, and proficiency in tools such as Excel and SQL. You will collaborate with cross-functional teams to identify trends, improve processes, and support data-driven business decisions. Key ResponsibilitiesAnalyze op

Easy Apply

Full-time

70000 - 90000

Manhattan Active OMS & WMS || REMOTE

Remote

•

18d ago

Functional Platform Advisor Manhattan Active OMS & WMS Role Overview We are seeking a Functional Platform Advisor to bridge warehouse and order management operations with IT delivery. This is not a technical configuration role. The focus is on translating business requirements into scalable Manhattan Active WM and OM product solutions aligned with global standards and templates. Key Responsibilities Capture and translate operational requirements into scalable WM and OM solutions. Challenge busin

Easy Apply

Third Party, Contract

$50 - $80

Job Details

Skills

Systematic Withdrawal Plan
SWP
SEI
SEI Investments Company
Capital Markets
Trust Administrator
Operational Analyst

Summary

This is Ganesh from DELLA INFOTECH INC. We have an outstanding opening for you for the opportunity below. Please check the job description and share your updated resume, if you are interested.

Job Title : Operational Analyst

Location : Minneapolis or Milwaukee or Chicago - Onsite

Role:

Operational Analyst.

This role we need someone who has worked with SEI in past has experience on SWP.

Systematic Withdrawal Plan (SWP)

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 Qualification:

Preferred Technical Skills:

Preference in: Accounting, Finance or Business related field.

B. 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: 10511336
Position Id: 9101647
Posted 5 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

Andrew Fugle

Della Infotech Recruiter @ Della Infotech

View Profile

Create job alert

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

Minneapolis, Minnesota

•

5d ago

Easy Apply

Contract

60 - 70

Help Desk/Desktop Support Analyst

Edina, Minnesota

•

Today

Easy Apply

Contract

USD 22.00 - 24.00 per hour

Operations Analyst

Remote

•

8d ago

Easy Apply

Full-time

70000 - 90000

Manhattan Active OMS & WMS || REMOTE

Remote

•

18d ago

Easy Apply

Third Party, Contract

$50 - $80

Operational Analyst - Systematic Withdrawal Plan (SWP)

Skills

Summary

Dice Job Match Score™

Andrew Fugle

Similar Jobs

Operational Analyst - Systematic Withdrawal Plan (SWP)

Job Details

Skills

Summary

Dice Job Match Score™

Andrew Fugle

Similar Jobs