Operations Analyst Job Description
Operations Analyst Duties & Responsibilities
To write an effective operations analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included operations analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Operations Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Operations Analyst
List any licenses or certifications required by the position: ITIL, PMP, VT, DR, UAT, TCOP, II, LSS, BA, MCSE
Education for Operations Analyst
Typically a job would require a certain level of education.
Employers hiring for the operations analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Education, Accounting, Military, Statistics, Business/Administration, Engineering, Economics, Technical
Skills for Operations Analyst
Desired skills for operations analyst include:
Desired experience for operations analyst includes:
Operations Analyst Examples
Operations Analyst Job Description
- Monitor Systems – Tradar, Bloomberg, ICELink
- Reconcile positions between front office and back office systems
- Process and oversee the settlement process
- Review and resolve all position and cash breaks from the daily reconciliations between the firm and its counterparties which are prepared by the firm’s Fund Administrator
- Support traders with the operational process of listed and OTC derivative products
- Settlement of public and private investments for securities across the capital structure of companies
- Preparation and review of weekly reporting for investment management team
- Preparation of cash transfers for settling investments, expenses, and distributions
- Coordination with banks, custodians, brokers, and other internal and external service providers
- Developing ideas to improve operational efficiencies
- Remain current on regulatory changes and requirements
- Is comfortable with 12 hour or 8 hour shift rotation
- Strong problem solving skills required to triage and resolve system issues to ensure platform stability
- Ability to assess situations, competing needs, requirements and solve problems independently within aggressive time constraints, seeking guidance and approval only where required
- Must be self-motivated, detail orientated and be committed to adding value to the organization
- Proven ability to prioritize and organize workload on a changing basis, deliver superior results and follow-through
Operations Analyst Job Description
- Assistance with opening new trading accounts at various Broker Dealers and related follow up documentation as required
- Support of front office for all trading related operational issues
- Review/affirm trade confirmations
- Review and completion of trade, position and cash breaks, investigating and resolving differences
- Resolve trader position/trade queries and providing ad hoc reports to traders
- Maintaining relationship with outsourced administration and prime brokerage functions, where some settlement and reconciliation procedures are performed
- Maintain records and inform execution desk of time-sensitive derivative expires and fixings
- Review and resolve all position and cash breaks from the daily reconciliations between the firm and its counterparties
- Work closely with internal traders, counter-parties and custodians/prime brokers
- Ensure timely and accurate affirmation and settlement of all client trades
- Ability to interpret and communicate complex information clearly and concisely
- University degree in business or applicable discipline preferred
- Canadian Securities Course and/or enrollment in CFA program would be an asset
- Public accounting experience with some Private Equity or administrative experience
- Solid knowledge of Microsoft PowerPoint and Access
- Minimum 3 years experience supporting large scale data systems
Operations Analyst Job Description
- Support of the training programs within FCRA
- Special projects and ad hoc research and analysis as assigned by FCRA Senior Vice President, Vice Presidents and Director, Operations
- Complete daily cash and position and P&L reconciliations
- Participate in trade entry and settlement – CDS, Bonds, Equities, Futures, FX
- Perform security valuation and maintenance of security master
- Assist with various internal reports, including P&L, FX, counterparty exposure
- Complete daily margin processing, cash management
- Participate in month end reconciliations and valuation process
- Equity swap confirmations and settlements
- Coordinate settlement of derivative and swap transactions with external counterparties
- Experience with Customer Care Portal
- Knowledge of Internet applications (FTP, telnet, SSH)
- Able to demonstrate their knowledge of the processing flows they have seen, within the front to back flow and how the technicalities of that product impact that
- Demonstrate a good understanding of the control and risk implications of supporting those products
- Data analytics capability using multiple data sets and complex models
- Ability to engage with multiple stakeholders, understand complexity of business process and provide clear and concise analysis/recommendations to directors in a way they can interpret
Operations Analyst Job Description
- Communicate with prospects and existing customers to provide financial information, payments, or other processing items by using various means of contact such as telephone, letters, and occasional personal visits
- Consolidates information from various internal sources into management reports for multiple department managers
- Other duties as may be assigned including coordinating, scheduling and monitoring webinars for departmental training and development
- Respond to internal inquiries and begin to make recommendations on standards for reports and analysis
- Participates in data collection through Material Condition Assessment (MCA) Data Reporting and Data Effectiveness Analysis
- Makes suggestions for supportability improvements through demand forecasting, supply chain management, and metrics focused on logistics and engineering sustainment
- Identifies requirements analyzing operations
- Develops problem solutions by describing requirements in a work-flowchart and diagram
- Provides reference for customers by writing documentation
- This position requires a well-rounded and experienced operational, cost management, and process improvement background with proven and specific results in combining these skills to produce step level change in the organizations profitability and overall performance
- Experience using Microsoft SharePoint is preferred
- BA/BS Degree or equivalent years experience required
- Minimum 1 year previous accounting, audit or financial related experience required
- Prior experience in participations environment preferred
- Previous entertainment industry working experience a plus
- Strong SAP knowledge/experience preferred
Operations Analyst Job Description
- Prepare and update business processes, procedures and workflows
- Prepare management information for group management
- Provide support for project and service delivery reports
- Provide support for operations balanced scorecard
- Curate the group intranet presence
- Analyse project trends and promote best practice
- Provide support for procurement and contract management
- Prepare draft Client Service Agreements, renewal documents, stewardship reports and client feedback reports as required by Client Managers
- Filing of Client Service team paperwork
- Support Client Managers and Client Service teams, entailing close communication to ensure that they are provided with the relevant material
- Analytical Approach / Logic
- Knowledge of financial products, especially Central Clearing houses and OTC derivative products
- Managing design Uploads & Updation of documents(BRD/FRD/IRD etc) into RRC
- Minimum 2 years experience with Pega BPM or another BPM solution including system administration, architecture and integration preferred
- Minimum 3 years experience with Xytech Enterprise and MediaPulse preferred
- Minimum 2 years large scale application administration experience