Operations Analyst Program – Analyst – Cohort; Chicago

Be at the heart of running the firm efficiently, effectively, and delivering value for our clients. In this two-year program, you will work in a collaborative environment that teaches you how the Operations function helps deliver core services to the firm and its clients. The goal is to assist you in building a long-term career in our Operations function and help with its continued growth.

We are looking for motivated, enthusiastic people who want to begin and develop their career in Operations and are excited to learn and identify process opportunities (e.g., automation).

As a Full-Time Analyst in the Operations Analyst Program, you’ll begin with an induction training that will provide an overview of the firm, our lines of business, and technical skills. You will be hired directly into one of our Operations teams where you will be fully integrated within a high-performing team and make a clear impact for the organization and our clients.

While owning your core responsibilities, you will be growing your bank product expertise and looking for ways to innovate within the space. During the program, you will work in a transformative environment that develops your skills and knowledge while delivering key solutions to our clients in coordination with other teams.

You will be interacting with a diverse set of internal / external stakeholders and should be excited to solve problems. You should be a good listener and be able to ask probing questions to ensure understanding of requirements and needs of clients; while working towards delivery timelines. In addition to on-the-job experience, you will be part of a community of other analysts and will attend social events, interact with senior leaders, and learn new skills.

Once you’ve successfully completed two year Operations Analyst Program, there will be opportunity for advancement within your team in the Operations organization based on your performance and expansion of the role.

Your responsibilities will vary based on your location and team assignment. The responsibilities below are examples of the role you would have in the Operations Analyst Program.

• Assist with the end-to-end management of client onboarding experience
• Analyze reference data to help support trading
• Optimize processes in collaboration with Technology teams through reviewing and developing test plans
• Document procedures and process flows and ensure they are kept accurate
• Process and investigate client transactions for a variety of products
• Provide data analytics and reporting support for operational functions
• Perform credit analysis, review documentation and monitor ongoing compliance with financial covenants

• Completed Associate’s, Bachelor’s or 5th year Master’s or 2 years of related experience in Financial Services Operations, All majors considered
• Great team player able to work within deadlines in a dynamic and changing environment
• Demonstrated ability to communicate effectively both written and verbally
• Detail-oriented with strong critical thinking, attention to detail and analytical skills
• Have the ability to manage time, prioritize assignments and know when to seek help for optimal solution
• Proficiency in MS Office (Excel, Word, PowerPoint, Outlook)
• Demonstrated growth mindset with desire to learn financial operations
• Root-cause analysis with experience researching, documenting, and independently reporting information to resolve exceptions, propose solutions, and deliver results
• Maintenance of issue logs, troubleshooting of problems, and handling of complaints with appropriate and timely escalation
• Experience with data analytics including working with large data sets, data analysis and visualization

• Data automation (Tableau, Alteryx, etc.)
• Pre and post-trade lifecycle and portfolio management
• Loan origination, servicing, analysis, and quality control
• Money market, mutual funds, equities, fixed income, alternative investments and derivatives
• Experience processing multiple documents, payments and transactions for clients and various stakeholders
• Experience with client relationship…