Office Analyst Job Description
Office analyst
provides excellent customer service support to firm associates for core MS Office products or other hardware and software issues.
Office Analyst Duties & Responsibilities
To write an effective office analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included office analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Compile the COO/CEO briefings to the OC, AIC, various APAC Boards and APAC committees on a timely basis and ensure free from errors
Act as a secretary and facilitator to local and regional governance committees or forums
Provide robust and accurate meeting minute taking, and prompt circulation
Work with functional heads, business heads and peers to continuously improve information contained within presentations and identify additional information to be added where required
Daily entry of Prime Brokerage trades into online system
Generating, transmitting and affirming OTC contracts
Special projects upon request my management
Performs and ensures the settlement across various asset and currency classes
Ensures the accuracy and timeliness of trade capture and sales support
Execute and reconcile monthly trading activity to hedge fund managers and custodians
Office Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Office Analyst
List any licenses or certifications required by the position: PMP, CIPP, ACCA, SBCE, ACDBE, M/WBE, SBE, DBE, EBE, FSFM
Education for Office Analyst
Typically a job would require a certain level of education.
Employers hiring for the office analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Education, Accounting, Business, Management, Economics, Guidance, Trades, Mathematics, Business/Administration
Skills for Office Analyst
Desired skills for office analyst include:
Trade booking and validation
Deposit
Forward rate agreement
Loan
Foreign exchange and overnight index swaps
Excel
MS Office Products
Investment banking products preferable
Financial markets
MS Office Suite
Desired experience for office analyst includes:
Provide timely operational and administrative support to P&C Delivery members
Act as the operations control point in the areas of Human Resources, Information and Physical Security, and Facilities Management by being the information source pertaining to internal audit and controls
Provide on-boarding for new employees and off-boarding to departing employees of NA Delivery
Knowledge of both SQL and primarily No-SQL databases (HBase/Hadoop, MongoDB, Casandra )
Knowledge of caching technologies (Oracle Coherence, GemFire )
With our presence in XXX since XXXX and with annual turnover exceeding USDXX billion in XXXX, XXX GTRF is the leading financial institution in XXX with the largest trade operation supported by around XXX dedicated local trade specialists
Office Analyst Examples
1
Office Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of office analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for office analyst
- Assist daily profit/loss and risk analysis
- Design and code ad hoc and permanent reports and processes in the firm’s proprietary portfolio management system
- Manage the FO Regional application landscape, with clear understanding of the main process supported and the relevant integration flows
- Support the Application Competence Manager in interacting with Business Solution Global team to properly address the FO Regional business requirements and to enforce at regional level the adoption of global standards supporting the periodical roll-out projects
- Work closely with County IS managers and Business analysts to understand business processes and requirements at local level for the FO area
- Collect for FO scope document, normalize and prioritize the requirements at Country level to be able to provide at the Global Business Solution team a consistent and consolidated view of the Regional and to negotiate (under a fact-based approach) the Regional specifics against the global template
- Develop for FO part and maintain business process / application map at regional level and with all the specific country application
- Enforce for the FO the application and the respect of a clear application governance that allow to manage at Regional level the full change management process and to provide strict guidelines in relation to changes requested at local level around any configuration or integration flow
- Interact directly on FO part with the Regional and with Global Application support team in case escalation due to the specific application malfunctions that are impacting the Regional business operations
- Ensure the Country IS team is properly trained on FO areas and to support the local business processes and local requirements gathering
Qualifications for office analyst
- Associates Degree or equivalent in Finance/Accounting
- Experience with re-occurring data tracking, reporting and forecasting (preferably with
- Bachelor’s degree or higher in Finance/Accounting
- MBA or Masters in Finance Required
- Strong leadership ability to work with manager and above levels to collaborate on assignments present results
- Excellent interpersonal skills and ability to adjust to a diverse and evolving process and needs
2
Office Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of office analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for office analyst
- Synthesize data from the custody industry, industry periodicals, press releases, news releases and client feedback to articulate industry insights and create industry outlooks to be communicate to internal and external audiences
- Coordinate and prepare routine market commentaries and business communications
- Works with Finance to assist in the preparation of financial plans
- Contribute to I&TS’ strategy documents for internal and external audiences
- Opportunity for a junior member to join the firm’s global internal Research team, based out of London
- The Research Analyst will work on qualitative and quantitative research including financial analysis, competitive analysis, due diligence, macro-economic analysis and data sourcing across multiple industries
- Research projects include data retrieval and analysis, company information, industry overviews, financial market trends and precedents, macro-economic benchmarking and analysis
- Lead all Training, especially annual Training Week
- Plan, manage and participate in EPE recruiting efforts
- Ad hoc projects for the COO group and desk heads
Qualifications for office analyst
- At least 1-3 years post-college experience, ideally in a strategy focused role
- Manage two junior member staff - the creation of a structured training and development plan, quality reviewing outputs, allocating tasks
- Strong understanding of treasury products and experience in front office projects
- University degree in business management and/or Accounting designation
- Minimum of 3 – 5 years relevant analytical experience within financial services
- Financial services experience - preferably within an investment banking organisation
3
Office Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of office analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for office analyst
- Prepare financial statement spreads, loan report, debt sheet, profile and other ancillary documents necessary to complete the loan package for Committee approval
- Manage the administration for (Master) Loan Agreements and internal financing
- Obtain information for annual line renewals and new loan applications
- Gain an in depth knowledge of current business processes, inefficiencies, issues and risk working closely with COO Product and business teams
- Conduct BRD/Requirement workshops for the requirement gathering phase alongside COO business teams
- Provide BRD in a clear, unambiguous manner
- Propose relevant solutions and alternatives to meet business needs
- Create functional and design specifications, ensuring all stakeholders, globally, are in agreement and provide sign off
- Ensure development and testing teams understand the requirements and future state processes and that they are fully engaged early on in the project
- Provide on-going support to the technology and testing teams as required reviewing of test cases, close out open issues/questions
Qualifications for office analyst
- Any ERP/CRM/retail system certification is a plus
- Hands-on experience in FO applications, retail/store operation, customer relationship management, marketing, with strong preference for experience in luxury retail environments
- Excellent listening, critical thinking and probing skills
- Used to apply any requirement-analysis methodology to formalize requirements in clear, concise and meaningful matter
- Able to work independently and under minimum supervision
- Knowledge and experience on Micros xStore, Siebel CRM is definitely an advantage
4
Office Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for an office analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for office analyst
- Manage stakeholders across business
- Prepare or work with financial forecasts to provide financial recommendation to business
- Prepare financial policies towards cash or receivables management minimizing risks (foreign exchange, counterparty)
- Establish relevant risk limits (investments / borrowing or credit)
- Propose financial instruments to mitigate risks
- Cooperate with banks manage bank relationships
- Be exposed to an international environment with a high diversity of currencies, financial transactions, processes and contacts
- Other duties as needs arise
- Manage the hedging of group and HQ currency risks
- Prepare the reporting of group wide hedging activities to Head of Treasury
Qualifications for office analyst
- University degree in IT, Business Information System or equivalent
- Minimum 8-year experience in IT, with at least 5-year experience in retail business analysis (luxury retail preferred)
- At least 5-7 years with relevant business analysis experience in financial institutions
- End-to-end system development life cycle (SDLD) experience from requirements and process mapping, design, build, test, implementation to post production support
- Able to provide high level, complex BRD and FSD in response to business
- Strong background and experience in both Agile and Waterfall methodologies
5
Office Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for an office analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for office analyst
- Support the consulting of group companies on all Treasury related issues
- Support Senior Manager Front Office and Head of Treasury in Treasury related projects
- Manage pensions
- Develop investment and financing strategies
- Negotiate external funding
- Monitor debt financing as credit facilities and syndicated loans (control of settlement instructions and financial covenants)
- Support Senior Manager Front Office and Head of Treasury in bank relationship management
- Manage new counterparty and product approval process
- Thorough knowledge of finance and Treasury systems (Reval, 360T, Simplex, Mysis) is an advantage
- Be highly numerate with interest and knowledge in Treasury operations, trading experience would be very valuable
Qualifications for office analyst
- Experience working in a front office, sales environment will be beneficial
- Strong people skills for effective stakeholder management, conflict management, negotiation
- Effective and persuasive communication both verbal and written
- Strong communication and presentation skills, with senior stakeholders, with an excellent standard of English (written and spoken)
- Degree/Master’s degree in Accounting, Finance or Economics required
- Effective understanding of settlement conventions of various markets in multiple geographic locations leveraging clearing agents and central clearing depositories, specifically DTC, CDS, CREST, Euroclear and Clearstream