Transaction Management Operations Analyst
Core
Process moderately complex transaction and fulfillment, including asset movement, reconciliation, settlement, and trade/transfer support for internal partners and external clients.
Role type
Transaction Management Operations Analyst
Builds
Operational processes for trade corrections, settlements, and profit/loss distribution
Domain
Financial Services / Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial industry product support, Microsoft Excel (macros, filters, PivotTables), Microsoft Outlook, caseload management, SLA adherence
Preferred skills
Trade booking/resolution (mutual funds, fixed income, equities, money markets), operations/finance/accounting coursework
Technologies
Microsoft Excel, Microsoft Outlook
Responsibilities
Assess trade correction requests and communicate completion steps, research and resolve trade errors/allocation discrepancies, respond to partner inquiries regarding trade corrections and error resolution, understand end-to-end process flow and risk controls
Seniority
Entry-level to Junior, hands-on IC