Senior Analyst, Settlements
Core
Provides problem solving, reporting, project, and training support to the wealth management operations team, assisting upper management with overlapping projects.
Role type
Senior Analyst, Settlements
Builds
Operational processes, reports, and audit compliance within wealth management
Domain
Wealth Management / Financial Operations
Deliverable
dashboards & analysis
Required skills
Analytical skills, Problem-solving, Time management, Risk mitigation, Regulatory compliance knowledge, Project testing leadership, Process documentation
Preferred skills
Data analysis, SQL, Financial licensing knowledge
Technologies
Microsoft Excel, SQL
Responsibilities
Communicate complex issues to management and clients, Oversee existing processes and mitigate risk, Generate reports and track trend numbers, Support audit requirements and meetings, Lead project testing for new technology, Update and maintain department controls and procedures
Seniority
Senior, hands-on IC