Operations Analyst, AYST
Core
Review voice logs between Client Relationship Managers and clients to validate and document agreed trade details.
Role type
Operations Analyst (Trade Control)
Builds
Accurate trade documentation and control reports for banking/wealth management clients
Domain
Banking / Wealth Management
Required skills
Voice log review, Trade lifecycle understanding, Financial terminology interpretation, Exception identification, Quality assurance, Microsoft Office proficiency
Preferred skills
Understanding of banking products, AI tool usage
Responsibilities
Review voice logs to validate trade details, Document agreed details in templates, Identify and escalate missing or inconsistent information, Perform quality checks on reviews, Prepare daily control reports, Coordinate with stakeholders on complex cases
Seniority
Individual Contributor
