Financial Operations Analyst

Role Overview

• Perform activities in support of new lines of business, business process improvements, risk reduction or cost savings initiatives, best practice identification, etc.
• Identify efficiencies and value-added solutions that could impact multiple lines of business and departments; analyzes possibilities, capabilities, and constraints; and recommends alternative business solutions.
• Provide daily and ad hoc customer support, develops documentation, and completes audits.
• Accept escalated issues and works on problems of a moderate scope; analyzes root cause, understands the impact and scope of the problem, and applies judgment within defined practices to determine the appropriate action.
• Participate in the initiation, requirements, design, testing, fund setup/conversion, and post-implementation support phases of a project.
• Obtain all necessary information from client. Analyze client needs, provide information and advice regarding best approach and work with internal support and technology staff to develop and implement appropriate solutions.
• Support client with annual initiatives including fiduciary fees, mailings, master history purges, dead fund purges, small balance account liquidations, etc.
• Help plan and design business processes and make recommendations and changes in order to improve and support business systems and activities
• Utilize systems and data to resolve business issues in the most effective and productive manner.
• Interface with various levels of management both internally and externally
• Work with operations management to relay processing/operations-related client issues.

Requirements

• Excellent attention to detail and accuracy and strong multi-tasking skills
• Computer experience (Word, Excel, Microsoft Outlook)
• Interpersonal and customer service skill
• Ability to work independently as well as in a team environment
• Knowledge of transaction processing and mutual fund industry and transfer agent operations.
• General knowledge of SS&C AMS systems and reporting capabilities
• Ability to persuade others and manage conflict effectively
• Strong service orientation
• Ability to ask probing questions and be perceptive in listening to clients’ needs in order to provide timely solutions and responses
• Ability to handle multiple priorities, meet deadlines, and keep time sensitive commitments.
• Ability to obtain information and propose technical solutions that meet the client’s need and confirm system requirements.
• Adept at coordinating activities and enlisting cooperation from others.

Benefits

• Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
• 401k Matching Program, Professional Development Reimbursement
• Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Discounts on fitness clubs, travel and more!