Operations Analyst Program - Analyst - Cohort; OH, DE, TX, NY, IL, FL

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 individuals who want to begin and develop their career in Operations and are excited to learn and identify process opportunities (e.g., automation). Individuals interested in front office, external customer/client interactions, or software engineering will not have their needs met within this program.

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 office location and role discipline. The responsibilities below align to each of our core role disciplines - Processing/Service, Trade/Asset, Reporting, and Transformation.

• Assist with the end-to-end management of the client lifecycle, from onboarding through account maintenance. Partner with bankers, underwriters & various other functions to support client financing needs.
• Process, clear, investigate, and service transactions, tickets, and widgets responsibly.
• Support document review, data reconciliation, and payment processing. Reconcile differences between systems, monitoring reports and ensuring system integrity.

• Analyze reference data to help support trading.
• Troubleshoot client inquiries related to account processing and access issues.
• Ensure the accurate execution of investor tickets and trades, following through to the correct settlement systems. Effectively communicate with counter parties to match off on trades.

• Support data analytics and reporting for your team and the lines of business you support, alongside other projects such as recertifications of heightened risk sector clients and creating processes that will minimize breaches in data input from the various lines of business.
• Oversee data management, governance, sourcing, control of reference data, and provide operational support.
• Report risk internally and externally, including running different attributions, investigating values, and presenting information to internal clients.

• Identify process gaps to optimize processes in collaboration with Technology teams. Create Tableau dashboards to assist in reporting.
• Implement AI and Machine Learning solutions into different Business Operations teams. Integrate products and information into easily accessible and digestible information for our internal clients.

• Pursuing a B.A., B.S., B.B.A or 2 year M.A. or M.S., with an expected graduation date of December 2026 or prior to start date - 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
• Detailed-oriented with strong critical thinking, attention to detail and analytical skills
• Ability to manage time,…