Product Operations Financial Analyst
Core
Process debt-service payments and disbursements for bond transactions, ensuring accuracy and timeliness while supporting clients and internal partners.
Role type
Entry-level financial operations analyst
Builds
Bond debt-service payment disbursements and operational processes
Domain
Banking / Fixed Income / Bond Administration
Required skills
attention to detail, deadline management, Microsoft Excel, process ownership, customer service, collaboration, initiative
Responsibilities
Receive, review, and submit disbursement requests for approval; Support bond debt-service payments around key dates; Research and resolve customer questions regarding transactions and account activity; Monitor reports and assist with project requisitions; Coordinate with upstream and downstream teams to ensure compliance with governing documents; Identify opportunities to improve efficiency and work quality.