Operational Analyst Job Description
Operational analyst
provides advice to internal mortgage business groups on process improvement projects by analyzing business process flows and identifying changes.
Operational Analyst Duties & Responsibilities
To write an effective operational analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included operational analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Advanced Excel skills, including the ability to read and write Excel macros
Using VBA/Excel to efficiently and accurately manipulate data
Owns the research and data analysis for complex projects
Work with business sponsors and change delivery to define Contact Centre requirements driven out of change projects
Work with the Business Change Manager to produce and deliver Contact Centre Implementation plans
Support the Business Change Manager and (B4) Business Change Analysts in the documentation and implementation of process and procedural changes
Design materials to support the training delivery of any changes
Support the Business Change Manager reporting on plan progress
Assist Data Management function within the team
Organize and analyze multiple data sources
Operational Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Operational Analyst
List any licenses or certifications required by the position: CFE, CAMS, ITIL, PMI, CCBA, CBAP, SSL, LEAN, CPA, CISM
Education for Operational Analyst
Typically a job would require a certain level of education.
Employers hiring for the operational analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Education, Engineering, Business/Administration, Economics, Management, Statistics, Mathematics
Skills for Operational Analyst
Desired skills for operational analyst include:
Process & as an SME
MS-office applications
Business process and procedure improvement
Mortgage process and business principles
Commitment to continuous improvement to achieve results
Team dynamics
Assist the team in resolving their queries on various request types
Commercial lending
Data analysis
Excel
Desired experience for operational analyst includes:
Continuous support, training and integrating of OpCos on processes and reporting requirements including creation of new policies and procedures
Continually develop and improve Overhead reporting processes and tools
Ensure alignment of local office targets on Overhead objectives
Assist the Operational team with business structure design and identification / measurement of further integration possibilities
Work with the Finance Project Manager to support on projects affecting operational finance
Provide analysis and insight to support decision making on operational finance projects
Operational Analyst Examples
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Operational Analyst Job Description
Job Description Example
Our innovative and growing company is looking for an operational analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for operational analyst
- Enter information from data sources into a database
- Provide ad hoc assistance to various team members
- Identify system data quality issues and provide optional solutions
- Merge records based on data element definitions and criteria
- Process "Name Change" requests in system
- Contributes to business- or function-wide processes/programs that impact multiple business units and/or countries
- Owns highly complex business sensitive deliverables
- Help to review the business control assurance program
- Work with all areas of the business in ensuring that a strong control framework is maintained
- Facilitate review of Operational controls and ensure that any remedial action is undertaken where gaps are identified
Qualifications for operational analyst
- Ability to support point of view when challenged
- Motivated, energetic, detail-oriented, organized, articulate, and capable of presenting ideas to varying degrees of managerial personnel
- Excellent public speaking and presentation abilities
- Pharmaceutical Data knowledge
- Support the design and implementation of operational risk governance model for the business
- Analyze, Challenge and Document various new & existing operational processes, products and activities
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Operational Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of operational 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 operational analyst
- Work together with key stakeholders to implement these efficiencies and inculcate new processes and flows
- Develop and introduce best practices where applicable across the business
- Executing SOP’s for metrics production, status tracking, workflow monitoring
- Reviewing reports and triaging output for the Editorial Staff and Operations Manager
- Recommending process improvements (both internal to the DataBook Operations Team, and in terms of the SOP’s and reports themselves.)
- Ensure AppSec and Supplier Security requests are processed within SLAs
- Understand the risk rating of applications and their projects, work with Application Security Leader to get approval of these requests
- Work with project teams to gain an understanding of the security risk/impact of their projects
- Work with project teams to ensure they understand vulnerabilities in their applications and provide advice
- Be responsible for gathering, processing and responding to monthly operational metrics
Qualifications for operational analyst
- 3-5 years working in within an audit firm auditing investment products (hedge funds, mutual funds, private equity or venture capital) or the operations and/or audit departments of an asset management firm or
- Student for industrial engineering or MBA (with Ind
- Priority management skills, flexibility, can-do attitude
- PMI and/or Lean Six Sigma certification a plus
- Lead the ongoing integration and linkage of the Operational Risk Scenarios framework with other elements of the Operational Risk Framework
- Lead the preparation (incl
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Operational Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of operational 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 operational analyst
- Managing Renewal of expiring SSL certificates (Certs expire 1,2,4 yr intervals)
- Track and ensure open vulnerabilities are closed in a timely manner
- To drive remediation in non production environments of applications containing Personally Identifiable Information (PII), for the ISO program 2016 deliverables
- Complete all planned Quality ,Security & Compliance training within the defined deadlines
- Drive multiple complex operational processes, such as configuration & quote, deal coordination, bid management, margin analysis, Customer Resource Management, revenue recognition, invoicing, or organizational sales reporting
- Act as a project manager for moderately complex, small to medium projects
- Produce moderately to highly complex deliverables, analyses and reports using business applications, making recommendations and/or decisions on common issues
- Drive continuous process refinement and improvement by applying a solid understanding of internal business processes and policies
- Understand complex business issues and makes appropriate recommendations by applying intermediate subject matter expertise
- Provide guidance and leadership to entry level employees
Qualifications for operational analyst
- 1+ years of experience and knowledge of U.S. rules and regulations relating to trade and transaction reporting requirements including but not limited to FINRA, SEC, MSRB, and FRB
- Accreditation in Project Management such as Prince 2 or APM would be desirable
- 3-7 years of job experience including some operational knowledge related to alternative investment products and managers (alternative mutual funds, fund-of-funds, hedge funds, and/or private equity)
- Strong experience with statistical modelling in VBA/S-Plus/R or other similar packages
- BSc in numerical principle
- 0-2 years of work experience in an IT firm or financial institution with solid understanding and practical experience of data base management or code development
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Operational Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of operational analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for operational analyst
- OR also works with and notifies Operations to get Operations ready for changes brought in by projects
- OR builds the support model that will be used in Production
- OR is responsible for preparing and delivering the Senior Leadership Team operational project GO/NO GO information and will make recommendations based on the Service Transition Audit and risk assessment
- OR will identify and assess operational gaps and risks, and work with the project team to ensure that the gaps and risks are communicated, mitigated and closed
- The OR team will work closely with the Operational Leadership team and Service Delivery teams to ensure that standards, policies and procedures will protect the Upper Environments
- In addition, OR will consult and provide guidance to the internal and external teams with operational readiness process improvements and suggestions
- Coordinate the completion of requests (Tax Forms, Power of Attorneys) from the Custodians and other tax forms related to Global securities tax as required
- Monitor foreign tax reclaim processes and ensure required filings and power of attorneys are completed and provided to applicable parties
- Maintain Funds are tax efficient by ensuring tax treaties and rates are up to date and applied accurately by Custodian
- Periodic review of outstanding reclaim receivables and make recommendations regarding collectability
Qualifications for operational analyst
- Reporting to group owners (Studio (LA) finance, OpCos, HO businesses, UIP) risks and opportunities on Overhead positions
- Management Overhead quarter close process
- Flexibility to work unsociable hours as and when required to fulfil the requirements of the role
- 3+ years of Broker/Dealer compliance experience
- Strong IT skills with experience of database languages (SQL/Oracle/SAP)
- Basic knowledge of operational risk management role is strongly preferred
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Operational Analyst Job Description
Job Description Example
Our growing company is hiring for an operational analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for operational analyst
- Monitor market developments and work with Tax Advisors on ECJ claims and other protected claims due
- Oversee Fund Tax services provided by BNY Mellon for UK ICVCs ensuring correct tax treatment
- Keep up to date on relevant industry developments and updates in legislation
- Coordinate and work with other business areas on UK Fund Tax queries
- Collate data to prepare meaningful results such as cause and effect analyses
- Providing technical expertise on system acquisitions
- Drafting, reviewing, devising, validating and evaluating tactics, training and/or maintenance procedures
- Providing mission plans and execution to the mission director to maximize mission capabilities and effectiveness
- Providing operational impacts based on system degradation, threats, or weather to mission director and create timely mission plans to mitigate any degradation to operations
- Responsible for maintaining and developing additional SME level knowledge on system capabilities as it pertains to mission execution and effectiveness
Qualifications for operational analyst
- Deliver the strategic plans (S1), budgets (S2), OP, quarterly & monthly forecasts
- Bachelors degree in Information Systems, Business Administration, or other related field desired
- 2 + years of reporting and data entry
- Attention to detail, quality, and consistency
- Knowledge of Visio and/or iGrafx preferred
- Drive improvements in data capture via the operational teams