Management Operations Analyst Job Description
Management operations analyst
provides production support and troubleshooting for departmental reporting in SQL, Excel, or other systems.
Management Operations Analyst Duties & Responsibilities
To write an effective management operations analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included management operations analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Work with key infrastructure and AD support teams Problem Management to escalate repeating issues and highlight trends in order to eliminate repeat problems
Support Disaster Recovery Tests and building power shutdowns, especially as related to Change/Collision Planning
This role is responsible for providing expertise in products and markets in which the team conducts business and the functions and / or systems used by the team
A Lead Specialist also typically lead projects to design new systems or system changes within the department and is expected to improve current work processes, increase controls, reduce costs improve quality and service
A Lead Specialist must maintain an understanding of firm-wide systems architecture and trade flows as they relate to own business and functions performed be able to quickly come up to speed on process / systems as required
Should have at least 5 years of experience and have an undergraduate degree
Officer’s original underwriting
Identify existing and potential risk, and work with other areas to minimize or
Work in partnership with Sales trading desks to ensure that Fixed Income trades are allocated, confirmed, and settled in a timely manner in order to safeguard the firm’s capital and reputation meeting client SLAs
Client Service Management with a key focus on efficiency, control, and enhancing the client experience
Management Operations Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Management Operations Analyst
List any licenses or certifications required by the position: ITIL, PMI, PMP, III, IAT, PCI, SOX, OSCP, PRINCE2, CISSP
Education for Management Operations Analyst
Typically a job would require a certain level of education.
Employers hiring for the management operations analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Finance, Economics, Education, Management, Accounting, Graduate, Computer Science, Engineering, Business/Administration
Skills for Management Operations Analyst
Desired skills for management operations analyst include:
ALM and JIRA tools an advantage
Derivative products and experience of ISDA /GMRA documentation are
Excel and Numbers
MS Excel
Commercial Banking Products and Operations and related systems will be an added advantage
Developing queries and procedures in SAS and SQL
Fiserv systems
Loan documentation and accounting methodology and other documentation types
Portfolio servicing operations in consumer finance
Solutions & integration
Desired experience for management operations analyst includes:
Maintaining an In-depth understanding of a wide range of financial products and markets broad knowledge of our processes and systems and their impact on other downstream processes and systems
Responding promptly to client and counterparty inquiries, committing to deliverables undertaking extensive ad hoc investigation and analysis, where this is appropriate
PC proficiency to include strong Word and Excel experience working knowledge of Access
Must have the ability to analyze data and facts
Capacity to construct efficient processes
Must have at least 3 to 5 years of hands-on technical working experience as a Business Analyst or System Analyst in the banking industry, preferably experience with data related applications and support
Management Operations Analyst Examples
1
Management Operations Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of management operations analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for management operations analyst
- Automate / improve metrics collection and reporting processes on continuous basis
- Identify and asses new and existing tools which can improve the visualization of data
- As we implement our new business service management platform, this role would assist in the innovation and transformation of our IT / Business processes
- Initial focus is to be on the facilitation in gathering and implementing of essential foundational elements required to achieve customer center Business Intelligence and Performance Analytics dashboards
- Providing end to end requirements, process documentation , design and implementation of new automated service delivery systems
- Understand broader business drivers to map business needs to process & functional solution design
- Participate in end to end process documentation, implementation planning including project management, issue management, communication and change management
- Must be someone who is intellectually curious and excited about working with customers and gets gratification from building useful business and IT solutions
- Business analysis skills and ability to talk to internal customers to get business requirements understand challenges and translate those into working solutions are essential
- Prepare to gain a comprehensive understanding of the trade lifecycle by interacting with traders, portfolio manager, brokers, and custodian in order to work toward the shared goal of risk mitigation
Qualifications for management operations analyst
- Strong team player, must be reliable, pro-active, results-oriented, customer-focused and attentive to details
- Experience/knowledge in the areas of data warehousing, relational databases, and reporting software
- Experience within law, regulatory reform or credit
- Experience with financial reform including Dodd Frank along with NY and/or UK law
- Experience preforming KYC checks as part of client onboarding process
- Proven success working with financial products and services
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Management Operations Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a management operations analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for management operations analyst
- Interacting with Clients, Sales, Trading and support teams including Client Onboarding
- Supporting movement towards a front to back support model, to provide the best client experience
- Identifying and delivering on efficiency opportunities with the aim of improving automation, scale and client service
- Understanding and meeting the evolving expectations of key clients of the firm, with a risk focused mindset
- Working closely with global teams and clients to proactively mitigate and manage risk
- Support traders and portfolio managers across various asset management businesses while performing trade & payment confirmation / instruction
- Monitor daily reconciliations between various trading systems, and interface with the trading and brokers to resolve day to day issues and ensure efficient settlement of trading activity
- Enhance your problem solving capability for complex trade flow, accounting issues and trade discrepancies
- Perform process analysis to improve control, scalability and efficiency
- Manage collateral across various derivative instruments, and provide liquidity analysis for GSAM’s funds, working closely with Portfolio Managers and Global Risk teams
Qualifications for management operations analyst
- Eagerness to lean new and adapt to changing environment
- Must be able to manage multiple priorities in a dynamic work environment
- Technical writing expertise a plus
- Business / IT process engineering experience is a plus
- Committed to focusing on getting the most out of our new Business Service Management platform investment
- A self-starter with a high degree of personal integrity
3
Management Operations Analyst Job Description
Job Description Example
Our company is hiring for a management operations analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for management operations analyst
- Reporting to the Manager, Client Services, you will provide first level support to the systems and reports used by the Client Services team
- You will also perform regularly scheduled testing of the Unitrax application, interpreting, analyzing and communicating the impact of software changes to the appropriate teams as required
- You will respond to problems and issues on a timely basis and recommend creative solutions to senior Operational Analysts
- You will also participate in generation, verification, and maintenance of the quarterly client account statements
- In addition, you will participate in the annual Client Reporting tasks to satisfy regulatory requirements with Canada Revenue Agency and Revenue Quebec
- Finally, you will be involved in Project Work – providing processing support and assist with the analysis required for various internal and external projects
- Support for FA inquiries (phone and email)
- Oversight of budgets (approximately $6-10m) for all utility billing and payment (electrical, natural gas, water/sewer )
- Oversee energy savings projects from design through implementation, attend design review meeting for energy and security projects
- Monitor and track performance of all energy related commodities, track progress for management monthly review
Qualifications for management operations analyst
- Bachelor’s degree with experience working in financial services
- Requesting of Secure Id?s for Client and 3rd Party users
- Quality checking the creation and maintenance of client access
- Escalate potential issues to the team leader
- Preferred experience with securities products, trade allocations, confirmations or settlements and/or experience in a client facing role in the financial industry , also as part of an internship
- Willing to continuously invest in learning/training to stay abreast of constantly changing policy requirements including keeping up-to-date with industry developments
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Management Operations Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a management operations analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for management operations analyst
- Represent organization on specific projects and teams as a point of contact for other departments on BAS and energy efficiencies
- Work as back up to security administration liaison, perform automated life/safety system compliance testing
- Identify, track and prioritize energy and security projects for out-year replacement plans
- Provide contractor oversight for security and energy projects
- Perform daily portfolio and trading surveillance and perform client and regulatory coding to ensure that GSAM meets strict regulatory and fiduciary responsibilities across all types of financial instruments and portfolio management strategies
- Work with Compliance, outside counsel and other areas of GSAM to drive remediation of open issues
- Resolve and escalate post-trade errors with Portfolio Managers, Traders, and Compliance
- Cross train with other team members, other operational teams, Client Service
- Primary point of contact on all biospecimen management activities across all assigned studies
- Act as point of contact for all study team requests, lab queries and issues regarding biospecimen management throughout life of biospecimens of assigned studies
Qualifications for management operations analyst
- Strong analytical and strategic thinker with excellent problem-solving skills
- Excellent interpersonal and organizational skills with ability to communicate with all levels of leaders (written, voice, and in person)
- Self-directed with the ability to multi-task and keep a strong attention to detail
- Strong Microsoft PowerPoint and Excel skills including pivot tables, macros and v-lookups
- A critical thinker with the ability to understand, dissect and analyze information and provide sustainable solutions
- Build automation to address Level 1 related events
5
Management Operations Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of management operations analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for management operations analyst
- Exercise oversight of processing performed by third party vendors - monitoring controls execution, break resolution performance, and portfolio data quality
- Manage the client reporting process from reconciliation to report publishing & distribution
- Execute on client implementation and other specialized client account changes
- Collaborate with business development and portfolio management teams for reoccurring consultant database and questionnaire submissions
- Support the stores through effective communication plans and system-based inquiries
- Conduct data analysis of payroll and labor on both a routine and ad hoc basis
- Design and maintain labor reporting through the workforce system for key performance metrics using dynamic dashboards
- Developing clear, concise and accurate user documentation (procedures/standards) based on business requirements
- Researching processes, asking probing questions, following up on gaps and verifying information to product high quality documents which are easily understood by the intended audience
- Interviewing and interacting with subject matter experts and business partners to identify, research, analyze and execute procedure projects of varying complexity
Qualifications for management operations analyst
- 2+ Salesforce.com, MS Dynamics CRM or other CRM administration experience including user administration, dashboard and report creation, field/workflow/validation rule configuration
- Able to operate independently and manage numerous activities & projects simultaneously
- Certifications, , RHCT, ITIL, CCNA, PMP or equivalents are a plus
- Experience in an end to end exception management process
- 2+ years experience in product operations and/or regulatory controls
- Passionate about payments and technology