Operational Analyst Resume Samples
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Operational Analyst Resume Samples
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LM
L Muller
Lolita
Muller
833 Cormier Haven
San Francisco
CA
+1 (555) 838 1002
833 Cormier Haven
San Francisco
CA
Phone
p
+1 (555) 838 1002
Experience
Experience
San Francisco, CA
Operational Analyst
San Francisco, CA
Jacobi, Nitzsche and DuBuque
San Francisco, CA
Operational Analyst
- People, Performance & Relationship Management. Foster team work & build high performance team
- Responsibility for Maintenance of static data within the system, performance data validation & reconciliation, monthly NAV performance reporting
- Contribute on Event Management projects, specific to Operations, under the direction of the Operations Analyst Manager
- Maintain pipeline, demand management and manage prioritization
- Management of the Security Engineering design and development demand pipelines and ensuring we are adequately resourced
- Assist in the coordination of client investment transitions and new investment and manager setup, including custodians, prime brokers and counterparties
- Review the KPI's and constantly work on providing a robust KPI for the team
Boston, MA
Analyst, Operational Analyst Team
Boston, MA
Hane-Stark
Boston, MA
Analyst, Operational Analyst Team
- Maintenance and monitoring of transactional records - this task involves interpreting the treatment of fund and direct investment drawdown’s and distributions notices, providing oversight on the processing and receipt of payments and ensuring key systems are kept up-to-date with accurate information
- Analysis of accounts and data input - analysing fund and direct investment accounts, extracting relevant information and entering this information to the relevant systems
- Preparation of quarterly fund investment valuations - playing a central role in the valuation process and liaising with fund managers on any issues as they arise
- Systems support and development – involvement in the development of the private equity investment system. This will include data analysis, data validation and data cleansing. There may also be opportunities to contribute towards the development of new system functionality, new report development and testing of system enhancements and new versions of software
- New product initiatives – provide support on new product initiatives to ensure that all relevant accounting and operational issues are fully considered during the launch of new products
- Checking and production of quarterly capital statements – as directed by senior operations team colleagues check information provided by external administrators for disclosure in the quarterly capital statements for limited partnership investors
- Investment and Marketing support - assist the investment and marketing directors on operations related tasks relating to fund and direct investments
present
Los Angeles, CA
Senior Risk Operational Analyst
Los Angeles, CA
Nitzsche, Robel and Goodwin
present
Los Angeles, CA
Senior Risk Operational Analyst
present
- Work with Section Manager on goal setting, performance management planning/implementation and one to ones
- Assist with Process Design and management for department
- Manage relationships with Relationship Management teams and Compliance for each country supported by the department
- Provide support, guidance and lead team members
- Assist relationship and coverage teams globally in completion of the KYC Record
- Communicate and coordinate with senior management of ICG EMEA from coverage, compliance, implementations, risk, and operations in various products
- Management of ad-hoc departmental projects as assigned
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of Tennessee
Bachelor’s Degree in Finance
Skills
Skills
- This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job. The incumbent may be asked to perform other duties as assigned
- Regular, consistent, and predictable attendance is an essential function of this job
- Proven ability to develop financial and/or operational logistics models
- Demonstrated talent for systems thinking with the proven ability to work outside the core area of expertise
- Proven ability to work effectively at all levels of the organization
- Advanced knowledge in commercial lending
- Strong SQL skills
- Basic knowledge of business process and procedure improvement
- Ability to perform in a team based environment
- Good presentation and communication skills, both verbal and written
15 Operational Analyst resume templates
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1
Senior Operational Analyst Resume Examples & Samples
- Provide technical and operational support to sales and support professionals in the regions to ensure the overall desired client experience
- Work effectively with regional and National Office employees and PCG Product Operations to escalate and address any operational issues and to facilitate timely resolution of problems impacting client delivery
- Liaise with the National Office and PCG Production Operations and manage cross-channel relationships with other areas of the Bank (National Office, P&C) to ensure processes operate effectively in order to provide support that meets BHPB standards for all clients
- Implement, monitor and communicate new procedural changes when applicable
- Facilitate meetings with cross functional teams
- Ensure processes are consistent with standards and governance for all sales and support professionals within the region
- Recommend workflow process alternatives that can lead to improved efficiency and service levels in branch activities through best practices/continuous improvement
- Support the execution of defined implementation strategies for any operational change, following established change management principles and ensuring communications to all support professionals within the region
- Identify and resolve any training or knowledge gaps for support professionals in the region to ensure a consistently superior level of expertise
- Perform system reconciliation between book of record systems and down stream systems
- Oversee timely and accurate client reporting
- Support LOB systems to ensure sales and support professionals have required hardware and system access to effectively perform their roles and provide support on new hire processing and system access management
- Initiatives and Systems Support
- Support the implementation of process changes to ensure effective operations and change management for the region and create process maps as applicable
- Assist with the co-ordination of operational and system initiatives, including the value added review, analysis and prioritization of change and enhancement requests received from branches across the region, National Office and PCG Operations
- Plan and lead initiatives and participate in projects as a subject matter expert
- Work with learning to develop training material as required for various platforms and procedural changes. Conduct training as required
- Develop and execute communication plans
- Enforce regulatory/audit rules to ensure proper adherence to policies and procedures
- Ensure privacy policy is adhered to with incidences reported to the privacy office
- Work with National Office Compliance to resolve compliance exceptions
- Ensure Operations procedures are current and posted on the BHPB Intranet site and that any changes to current procedures are communicated to the branches
- Ensure Health and Safety mandatory training and requirements are up-to-date with First Aid attendants in place and all regulatory information posted and accessible to employees
- In depth knowledge of BMO banking products and services
- General knowledge of banking, investment and trust products
- Extensive knowledge and technical proficiency related to Private Banking administration
- Bachelor’s degree or college diploma
- Previous experience (5-7+ years) in an equivalent or related position
- Strong Leadership and people management skills
- Above average computer skills including CRM, workflow management tools, Windows, Word, Excel, PowerPoint and Visio
- Organized and be able to work in a multi-dimensional work environment
- Independent with strong negotiation skills
- Strong communication skills, both oral and written
- Demonstrated history of responsiveness and problem solving capabilities
2
Operational Analyst Resume Examples & Samples
- Work with various business users to review, analyze, evaluate business processes, procedures, systems and make recommendations for improvements and changes
- Perform and participate in the analysis, design and implementation of business processes and procedures
- Be responsible for following appropriate standards and requirement gathering
- Be responsible for issue and root cause analysis
- Formulate proposals for new procedures and/or processes
- Conduct user acceptance testing, provides input for feasibility and prepares user documentation and follow-up evaluation
- Advanced knowledge in commercial lending
- Bachelor degree in Information Systems, Business Administration, or other related field desired
- Experience in business analysis, processes, and procedures
- Basic knowledge of business process and procedure improvement
- Requires solid analytical, organizational, and problem solving skills
- Must be detail oriented and able to meet deadlines
- Ability to elicit, gather, and analyze user needs
- Ability to perform in a team based environment
- Good presentation and communication skills, both verbal and written
- Ability to function in a consultative role
3
Operational Analyst Resume Examples & Samples
- 1+ year of work experience in Operations, Credit, Compliance, Audit, or similar field
- Bachelor's Degree in Business, Math or the Liberal Arts
- Solid project management & research / analytical skills
- Familiarity or strong interest in professional databases (Oracle, Access, SQL, etc.)
- Strong interest or ability in Excel and VBA
4
Operational Analyst Resume Examples & Samples
- Bachelors Degree in IT or related field of study
- 5+ years of experience with operating systems like LINUX/AIX
- Good knowledge of Oracle (version 11 and 12), Perl
- Certificates for LINUX rhel 6 and AIX 6/7
- Management Tooling experience: Workload and Event (Control-M) is a plus
- Good process management skills
- Fluent speaking and writing in English
5
Risk Operational Analyst Resume Examples & Samples
- Knowledge and experience of the technologies and processes used in Citi
- Leadership and Motivational skills
- Innovation and change management
- Excellent people management experience
- Ability to work well under pressure and tight time frames
- Strong organizational and planning
6
Operational Analyst Resume Examples & Samples
- Demonstrates effective "Command and Control" of the triage bridge for troubleshooting efforts on a large incident or multiple incidents that are significant in scope and impact
- Initiates and provides leadership, strategic/tactical direction related to the successful resolution of a network incident along with any available workarounds
- Facilitates resource engagements and applicable escalations to management either internally or externally
- Demonstrates a working knowledge of various Network and Client technologies
- Expected to quickly become familiar with existing infrastructure and be able to rapidly respond to service impacting outages
- Contribute on Event Management projects, specific to Operations, under the direction of the Operations Analyst Manager
- Follow and enhance existing process and procedures through continuous service improvement
- Answers incoming problem calls from customers and internal sites and engages necessary resources to resolve associated tickets
- Provides additional Supplier incident escalation
- Ensures stability of the post restoration environment in coordination with the LOB
- Develop and/or maintain necessary incident management and communication reports
- Follows documented Network Center standards and procedures
- 3+ Years of experience in an Incident Manager role
- Operational experience in a global multi-vendor environment
- Demonstrates excellent oral and written communication with the ability to clearly and effectively communicate at all organizational levels
- Ability to work in a fast-paced, rapidly growing environment while balancing multiple, sometimes competing priorities successfully
- Leadership skills in support of the Command and Control requirements in leading a triage bridge
- Strong analytical skills. - Must be able to think outside the box
- Proven record of running large technical bridge calls
- Ability to make quick decisions and comfortable escalating to management when required
- Ability to manage client escalations and negotiate resolution
- Firm understanding of IT Service Management processes
- ITILv3 Foundation Certified
- CCNA Certified
- 3 - 5 years experience in NOC, network help desk, or relevant customer service skills
- Past experience with network infrastructure support technologies including Cisco Data and Voice products, Avaya, F5, Juniper, Checkpoint, Bluecoat
7
Cib-operational Analyst Resume Examples & Samples
- Graduates with a minimum of 1-3 years’ experience in a bank, financial services/ or other service sector environment
- Knowledge of Prime Brokerage / Clearing business and the regulations relevant to these business in the US/UK market
- Working knowledge on reconciling security & NOSTRO positions, TLM breaks; accounts payable and receivable etc
- Proficient in Microsoft Office; developing MS Access & excel macros
- Migration experience preferably US or UK
8
Senior Risk Operational Analyst Resume Examples & Samples
- Knowledge of AML policies and regulatory
- Process re-engineering and improvement
- Excellent communication skills – ability to communicate at all levels within the organization
- Ability to multitask and prioritize
9
Cb-transaction Processing Spec-operational Analyst Resume Examples & Samples
- Essential Skills & Experience -- include specifics regarding academic/ professional qualifications (e.g. degree, university, results), # yrs total and # yrs relevant work experience, relevant employers, relevant experience (nature of work/ job functions)
- Fresh graduates OR graduates with 1 year of experience preferably in banking industry
- Ability to act on his / her own to solve problems and make decisions
- Ability to interact effectively with various levels of bank personnel
- Strong interpersonal and customer focus
- Ability to work with limited supervision, receiving minimum instructions on new assignments
- Ability to work in a team environment and flexible to work night shift
10
Cyberspace Operational Analyst Resume Examples & Samples
- Seven years of experience with DISA, JTF-GNO or Service NOSC
- Must have recent operational experience with Joint Operational Planning and Cyber Intelligence collection
- Experience with relevant CNO tools and databases
11
Operational Analyst Resume Examples & Samples
- Bachelor’s Degree in either Finance/Accounting or equivalent preferred
- Expereince of related finance/accounting experience; ability to organise and manage multiple priorities simultaneously; strong analytical skills
- Demonstrate ability to identify and implement change, adhere to deadlines, provide value-added analyses to assist finance leaders to make informed decisions
- Knowledge and understanding of financial and business management principles with the ability to communicate and prioritise business requirements. Must have extensive knowledge of P&L, forecasting and understand the impact cyclical trends
- Strong analytical and problem-solving skills with a proactive and solution oriented approach toward business issues
- Resourceful self-starter who can work with minimal supervision
- Demonstrate commitment to continuous improvement in a dynamic environment, striving to exceed expectations
- Strong interpersonal, written, and verbal communication skills; comfort in operating within a dynamic, complex and matrixed organisational structure; ability to establish credibility throughout the organisation in processes and people by demonstrating Johnson Controls Values
- Advanced Excel (Macros, modeling, pivot tables, and lookups), Power Point, Word, Outlook, and Access
- Experience or knowledge of various ERP systems (Oracle, JDE, etc.)
- Hyperion Enterprise, Essbase or similar experience is a must
12
Cyberspace Operational Analyst Resume Examples & Samples
- BS in Engineering, Mathematics, Computer Science or Physics
- Graduate of military IDE
- Graduate of Military Communications or Cyber qualification course
13
Mission Readiness Operational Analyst Resume Examples & Samples
- 4 years of experience with the military as a Navy, Marine Corps, Army, or Air Force military officer
- Experience with working in a highly dynamic, fast-paced environment with aggressive project timelines and continual client delivery
- Knowledge of operational and resource readiness
- Experience with Defense Readiness Reporting System in the Navy or Marine Corp readiness reporting business practices
- BS degree in a technical, engineering, or analytical field, including CS, EE, or Operations Research
14
Mission Readiness Operational Analyst Resume Examples & Samples
- 5+ years of experience with the military in an analyst role
- 5+ years of experience with working in a collaborative and consulting environment
- 5+ years of experience with Microsoft Office, including PowerPoint, Excel, and Word to develop creative client-ready products
- Ability to work in a highly dynamic and fast-paced environment with aggressive project timelines and continual client delivery
- Experience with defense readiness reporting system, including the Navy or Marine Corps readiness reporting business practices
- BS degree in Engineering, CS, or a technical field
15
Operational Analyst Resume Examples & Samples
- Detailed reconciliation and review of portfolio transactions, cash and related functions
- Review of daily and monthly client transactions versus their custodian(s)
- Liaise between portfolio managers and custodians for all portfolio-specific activity and issues, ensuring communication of critical information
- Discover, research and resolve transactional discrepancies
- Development of investment roll-forward position reports for use by clients' accounting groups
- Assist in the coordination of client investment transitions and new investment and manager setup, including custodians, prime brokers and counterparties
- Recording client transactions and cash activities into transaction system
- Recording capital calls and distributions
- Other duties and projects as assigned
16
Operational Analyst Resume Examples & Samples
- Perform end to end Testing ; User Acceptance Testing, Regression & Functional
- Documentation of UAT Test Scenarios - Test Cases / Test Scripts
- Test automation
- Defect Management - identification and analysis of defects and work with Ops teams to ensure the quality of delivered software as well as ensuring timely bug resolution
- Update documentation that has gone out-of-date
- Previous relevant experience in a test or technical support environment
- Test Preparation and Execution experience (preferably within business applications and processes)
- Strong problem solving and good analytical skills (defect analysis and reporting)
- Ability to interact with databases
- Ability to multi-task and test different applications relating to a release
- Good time management skills and the ability to work on tight deadlines
17
Project & Operational Analyst Resume Examples & Samples
- Generate monthly metrics of Compliance Policies, Projects and BAU for the Senior Management
- Implement, maintain, and support operational policies within Compliance Area
- Collaborate with senior staff to create meaningful and innovation Presentations
- Ensure proper implementation and consistency of Corporate Policies within Compliance across the region
- Propose and execute, monitoring activities and analytics to assess and manage compliance risk
- Prepare clear and concise internal documentation
- Develop workflows, metrics and process enhancements according to strict timetables
- Extract and synthesize data, determine trends and make appropriate risk assessments based on facts and data
- Experience 2-3 with Program Management related responsibilities in a financial services institution is required
- Experience in Compliance Project execution required
- Experience with Process and tools for Risk and Control Self Assesment (Critical Process identification, Controls and Key Risk Indicators, Operative Model, etc)
- Experience in manage of Citi Corporate Policies: COB, RMR, Fraud Management & Information Security
- The successful candidate will have experience interacting with knowledgeable and demanding audiences at varying levels of management. The candidate is expected to demonstrate flexibility, versatility and an ability to shepherd multiple concurrent priorities to completion, seeking guidance as necessary. Demonstrable success in coordinating large-scale projects involving geographically and functionally diverse stakeholders is required
- Aptitude for quick creative thinking with acute attention to detail within demanding deadlines
- Excellent oral and written communication skills in Spanish & English
- Prior exposure to data management and/or data quality initiatives would be beneficial
18
Operational Analyst, TMO Resume Examples & Samples
- Enhancing on the understanding of Fixed Income and getting trained on Fixed Income Settlements process within the defined time span
- Liaising closely with the Settlements team, Front Office & middle office to manage BAU risk and improve client relationships
- Control focussed: Manage depot, nostro, fails, control accounts, trade support and interest claims. The individual will need to look at the root cause of breaks and drive through new initiatives to prevent reoccurrence
- Effectively communicating the day to day business updates and escalating efficiently to the management
- Actively participating in brainstorming sessions within the team to come up with various ideas
- Ensure prompt response to communications with a view of time zone impact, showing high level of skill including telephone etiquettes
- Build strong working relationships and a network of contacts with clients both internal and external
- Ensure that KPI/KRI’s are met
- Look to adopt best practises
- Getting cross trained on different parts of the process. Work with team members and other teams to achieve shared business goals
- To propose measures to improve the efficiency and effectiveness of the operation
- Basic knowledge of FI products and market terminology
- Basic understanding of various Microsoft application
- Being able to effectively communicate with internal/external parties, having good telephone & email etiquettes
19
Operational Analyst, Entry Level Resume Examples & Samples
- Bachelor’s Degree in a related field (operations, finance, information systems, statistics, computer science)
- Solid writing/communication skills required
- Solid quantitative skills required
- Project management skills & research/analytical mindset (ability to work with wide range of people, find innovative solutions, organize projects, take a project from start to finish with reasonable guidance)
- Excel skills required
- Programming experience (VBA especially), a plus
- Database familiarity (Oracle, Access, SQL), a plus
- Prior financial or fixed-income work experience, a plus
20
Operational Analyst Resume Examples & Samples
- Document Indexing,
- Rate Lock Extensions
- HMDA Reporting
- Post Closing
- Loan Cancellation
- Pre-Approval Loan review
- Preliminary review - Vendor Work
- Underwriting (Date Entry), Underwriting (Internal Review)
- 9) Suggest process enhancements, possible automations for better controls, perform periodic risk and controls analysis with the team for process risk valuation
- 10) Interact with different stakeholders to resolve process issues and play key role in adding process controls and efficiencies
- 2) Good Analytical skills with an attention to detail, Quick Grasping and Retention
- 3) Coordination and Team work
- 4) Time Management, Flexibility & Adaptability to changes
- 5) Willingness to work in US, ASIA & EMEA shifts
- 6) Exception Handling & Subject Matter Expertise, Challenges status quo,
- 7) Thinking Strategically - Be able to drive positive changes, promote ownership and demonstrate "My business Mentality"
- 8) Manages Relationships through inclusivity and is able to actively manage stake holders and demonstrate collaborative team work
- 2 to 4 years of experience in US Mortgage Originations preferably with Jumbo Loans
21
Operational Analyst Resume Examples & Samples
- Minimum qualifications Graduate (Bachelor’s Degree in Commerce/other related background) with hands-on experience on MS Office applications – particularly MS Word, MS Excel, MS PowerPoint & MS Outlook
- Minimum experience Fresher/1 to 2 years of experience in Financial Services environment
- Key competencies must indicate competencies essential to do the job
22
Temporary Operational Analyst Resume Examples & Samples
- Collecting, consolidating data from various sources & system to analyze operational process mainly OTIF (On Time in Full) to the customers
- Ensure data capturing is done on time and keep track of the progress
- Collate data to prepare meaningful results such as cause and effect analyses etc
- Support on creating business presentation for senior management on the outcome of analysis and give recommendations
- Focus on documenting on the outcome of analyses and suggesting process improvements
- Support identifying KPIs and drivers on operational process improvements
- Detail-oriented, organized, and able to prioritize tasks
- A high level of problem solving ability
- Superior attention to detail and accuracy
- Experience in working under pressure to meet deadlines and conflicting priorities
- Strong Microsoft Excel & Access are essential
- Strong ERP/SAP knowledge an added advantage
- Team player with high planning, organizing and reporting abilities
- University degree in Business and administration
- Preferably 1-2 years of overall work experience in Supply Chain, Logistics & Customer Service
23
Operational Analyst Resume Examples & Samples
- Ability to produce and interpret results from internal and external clients. Ability to foresee and navigate team and business through upcoming issues
- Responsibility for Maintenance of static data within the system, performance data validation & reconciliation, monthly NAV performance reporting
- A thorough understanding of performance measurement techniques
- Have the ability to work independently and to proactively seek guidance from others as needed
- Good understanding of indexes and the ability to create composite benchmarks
- Strong team player and has the capacity to build good working relationships with cross functional/geographical teams
- Positive outlook and a desire to stretch themselves to achieve both personal and functional success
- Capability to manage and handle escalations by liaising with the internal & external stakeholders of the business
- Strong Academics background with approx 3-4 years of relevant work experience
24
CBP Otia Capabilities Operational Analyst Resume Examples & Samples
- Assists in the design of, and develops integrated solutions in accordance with, corporate standards and products
- Works on projects as assigned; assists in supporting the efforts of technical support staff in the performance of assigned projects
- Implements and documents processes and procedures to ensure compliance with standard business practices. Assists in the implementation of training tools and documentation
- Bachelor's degree in electrical engineering, computer engineering, computer science, management information systems, systems engineering or related field preferred
- Zero or more years of experience in systems engineering, software engineering, operating systems programming, or naval architecture
- Experience working with computer hardware, operating system software and desktop applications with a specific concentration in one or more areas
- Basic analytical and creative problem solving skills for creation and testing of software systems
- Basic interpersonal skills to interact with customers, senior level personnel, and team members
- Ability to integrate hardware and software systems
- Customs and Border Protection Background Investigation (BI) desired
- Customs and Border Protection or DoD Systems Engineering experience desired
25
Tactical Operational Analyst Resume Examples & Samples
- Supports complex data/media recoverability through system backups and database archive operations. Plans, coordinates and directs appropriate level data refresh strategies
- Airborne Mine Detection and Surveillance System (AMDAS) experience (ADV system)
- Guardrail Common Sensor (GRCS) experience, CI-Poly, Vmware, Cisco Networking
- CI-Poly, Vmware, Cisco Networking (OGS System)
26
Operational Analyst Resume Examples & Samples
- Deliver quality reports and presentation content to internal and external Governance forums
- Improve the quality and flow of information to key stakeholders
- Continuously improve templates
- Manage action items from internal and external governance forums
- Quality control information received from project and practice teams for reporting
- Experience of working in large and matrix organisations > 5 years
- Experience in leading shared services or risk functions > 5 years
- Graphic Design
- Professional English writing skills
- Microsoft Office suite proficiency
- Ability to apply analytical rigour to understand complex business scenarios
27
Operational Analyst Resume Examples & Samples
- Ability to multi-task and reprioritize work & demands throughout the day
- Excellent relationship building & interpersonal skills
- Strong analytical skills, including financial analysis
- Interest in structuring credit transactions
- Credit Risk Infrastructure & International Private Bank applications experience a plus
28
Operational Analyst Resume Examples & Samples
- B.S. or B.A. Degree level qualification
- Good computer and technical skills; quick to learn new tools applicable to the role
- Willingness to work in a dynamic, fast-paced environment
- Strong analytical and project management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements
- Strong customer services skills with the ability to maintain professionalism under pressure
- Exhibits strong organizational skills, attention to detail and follow-through
- Team player with the ability to be comfortable working within a large matrixed organization
- Proficient in MS Office Suite - including Excel, Office and Power Point, Adobe Suite
- Some college course work or APICS Certification or equivalent work experience in: Warehousing, Supply Chain, Planning, Project Management or Manufacturing
- Experience with SQL, website creation maintenance a plus
- 1-2 years experience in customer service and/or analysis role
29
Mission Readiness Operational Analyst Resume Examples & Samples
- Experience with working in a highly dynamic, fast–paced environment with aggressive project timelines and continual client delivery
- Experience with working in a team–oriented, inclusive, and very collaborative work environment with the team to achieve consensus
- Experience with Microsoft Office, including PowerPoint, Excel, and Word to develop creative client–ready products
- Experience with Defense Readiness Reporting System in the Navy or Marine Corps readiness reporting business practices
30
Operational Analyst Resume Examples & Samples
- OS, ARC, WS, CC, EN, SRGT, SELM, etc.) experience is a plus
- Minimum 3-5 years of work experience
- Any additional professional degree will be an added advantage
31
Operational Analyst Resume Examples & Samples
- Identify automatable pieces within given process to optimize Automation ROI
- Review As is process flows and design To – Be Process Flows
- Automation design based on CoE Automation practices
- Automation Scripting
- Maintain pipeline, demand management and manage prioritization
- Collaborate with Risk teams and Operations for process reviews, approvals and workarounds
- Candidate must hold a Bachelor’s degree
- Certification/Training in automation tools
- Advanced technical skills on desktop tools (i.e., Microsoft Access/Excel/SharePoint/Power Point --- e.g. Excel advanced commands & functionalities, pivot tables, report automation via macros, conditional functions)
- Thorough knowledge and experience in Visual Basic or VBA will be a strong advantage
- Demonstrates initiative, is responsive, communicative, and inquisitive. Strong process-oriented problem solving and analytical skills with keen attention to detail
- Results oriented. Able to deliver timely, accurate, thorough, and high quality work
- Client focused with good relationship-building, time management and communication skills. Strong problem-solving, planning, and decision making skills
- Candidate should exhibit the ability to work effectively in a team environment and can cope with a fast paced environment with the ability to adapt to change
- Flexible to be assigned to shifts or work on holidays as needed. Extended working hours on high priority days/ project timelines, if required
- Banking Experience preferred
- Bachelor’s degree in Information management or business or Computers will be prefered
- Knowledge in project management/quality improvement methodologies will be an advantage
32
Operational Analyst Resume Examples & Samples
- Processing of fax requests received from the Client Service Group
- Monitoring of queues and workflows and adhere to multiple cutoffs
- Play an active role in user acceptance testing for all technology releases and enhancements
- Be part of root cause analysis and other initiatives related to the line of business
- Ensure adherence of operational procedures to complete task in an accurate and timely manner
- This role requires meticulous attention to detail
- An acute awareness of the high risk, time critical and complex nature of the Private Banking environment, an ability to work under pressure and to meet tight deadlines is essential
- Flexible to work overtime and on holidays
- Knowledge of Microsoft Word, Excel and Access
- Ability to work in a deadline driven environment
- Uses initiative & readily questions
- Must be very detailed oriented
- Excellent written & spoken English communication skills
- Control orientated
- Support the team in their mission to provide top quality operations
- Document procedures and identify requirements for additional controls
- Completion of daily checklist and reporting
- Establish excellent relationships with various internal departments and external parties with whom interaction is required
- Actively work with the team to resolve exceptions. Prepare case notes and discuss learning's with team
- Look for opportunities to improve process efficiency
- Prior knowledge of SWIFT, FED Wire or any other fund transfer system desirable
- Atleast 0-2 years experience in an Operations / Banking / Securities Market environment
33
Operational Analyst Resume Examples & Samples
- Producing Control & MIS reports in conjunction with overseas partners
- Manage multiple financial analysis reporting deadlines with ability to analyze reports and a large amount of data. Develop, manage and analyze large databases of information with attention to detail. Ability to interface with various levels of management and operations
- Analyze and validate the data. Coordinate with global business partners to correct and amend data issues within the reports/ databases
- Preparation of capacity & MIS reports for the team
- Driving the team towards process automation and high level synergy between the teams on either location
- Review the KPI's and constantly work on providing a robust KPI for the team
- Checking the Risk & Control areas for the process and constantly updating the same for changes if any
- Degree (Bachelors OR Masters) in Commerce, Business Administration OR Finance
- Minimum 2-4 years of work experience with exposure to reporting and analytics
- Excellent verbal and written communication at all levels
- Highly energetic, team player and hard working
- Quick learner; proven ability to quickly learn the business, the application, and quickly adapt to ever changing priorities
- Critical thinking to proactively identify and develop new ideas / innovations / approach that will add values to the business and the team
- Ability to understand and articulate business goals
- Control orientated and Risk awareness
- Process Management Skills and experience
- Computer Skills: MS Excel, MS Outlook, MS Power Point, MS Access, SQL (preferable)
- Understanding of financial markets (preferable)
- Strong knowledge of banking operations
- Understanding of troubleshooting client (internal/ external) experience issues and be able to quickly determine sensitivity to business risk
34
Analyst, Operational Analyst Team Resume Examples & Samples
- Maintenance and monitoring of transactional records - this task involves interpreting the treatment of fund and direct investment drawdown’s and distributions notices, providing oversight on the processing and receipt of payments and ensuring key systems are kept up-to-date with accurate information
- Treasury related tasks - the role holder will be responsible for assisting in treasury-related tasks including the monitoring of cash balances for funds and taking appropriate action where required
- Communication with key stakeholders - this involves fielding queries from internal and external parties and liaising with experts across the business in coordinating appropriate responses in a timely manner
- Operational Support - the role holder will work closely with Fund Controllers and senior members in the Tax, Risk and Compliance, Operational Due Diligence and Reporting functions to help meet key deliverables and ensure the smooth running of the Operations department as a whole
- Analysis of accounts and data input - analysing fund and direct investment accounts, extracting relevant information and entering this information to the relevant systems
- Preparation of quarterly fund investment valuations - playing a central role in the valuation process and liaising with fund managers on any issues as they arise
- Trend analysis - undertake analysis of trends and produce reports for consideration across the business
- Reconciliation of in-house records to third party records - this will include checks on book cost, income, investment gains/losses, cash balances, holdings, FX gains/losses and other relevant records as appropriate
- Systems support and development – involvement in the development of the private equity investment system. This will include data analysis, data validation and data cleansing. There may also be opportunities to contribute towards the development of new system functionality, new report development and testing of system enhancements and new versions of software
- Project initiatives – provide assistance with various project work streams
- Checking and production of quarterly capital statements – as directed by senior operations team colleagues check information provided by external administrators for disclosure in the quarterly capital statements for limited partnership investors
- New product initiatives – provide support on new product initiatives to ensure that all relevant accounting and operational issues are fully considered during the launch of new products
- Investment and Marketing support - assist the investment and marketing directors on operations related tasks relating to fund and direct investments
- Procedures Manuals - assist in the production of departmental procedures manuals covering all key aspects of the teams remit
- Experience in an investment administration or analytical role in the financial services industry is desirable
- University degree preferred but not essential
- Private equity accounting/administration experience would be desirable but not essential
- Strong PC skills, particularly MS Excel
35
Operational Analyst Resume Examples & Samples
- Ability to work under pressure and to meet stringent deadlines is essential
- CTQs and benchmarks for the desk are monitored daily
- Query emails from Front Office / Middle Office / Counterparties must be reverted on the same day
- Achieving the daily/weekly and monthly volume targets
- Ensuring accuracy on performing BAU related activities / tasks and non disclosure of client information by preserving client confidentiality
- Provide solutions and action plans for resolutions of open items
- Track, and analyze outstanding items for pending action
- Detail Orientation – Function is critical from impact perspective. Need eye for detail and there is zero tolerance to oversight mistakes
- Strong Client Focus. Strong time management and ability to coordinate with various teams to action items
- Analytical - Ready to analyze the process flows and ideate on operational improvements
- Strong team player and must have the capability to build good working relationships with cross functional/geographical teams
- Communication (Spoken – Assertiveness & Written) – Ability to communicate effectively and assist Client Service Specialists / Front Office Groups / Middle Office Groups with queries/investigations
- Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
- Ability to influence others for providing the supports and work under pressure independently
- Desire to make an impact. Self-Starter, Confident and Proactive
36
Operational Analyst Resume Examples & Samples
- Expert Excel, Powerpoint
- Proven ability to work effectively at all levels of the organization
- Excel at visualizing complex data in a manner easily understood by the non-technical
- Demonstrated talent for systems thinking with the proven ability to work outside the core area of expertise
- Proven ability to develop financial and/or operational logistics models
- Experience with data mining, cleaning and manipulation through use of appropriate software
- 3+ years experience in an analytical or technical consulting role – preferably mortgage servicing or financial services related business
- Bachelor’s degree in Finance, engineering, science, math or related field or 2 additional years’ experience in lieu of a degree
- Regular, consistent, and predictable attendance is an essential function of this job
37
Operational Analyst Resume Examples & Samples
- Oversight of Index data delivered by vendors
- Performing data validation
- Action instrument exceptions
- Ensuring data in IBEX is clean at all times
- Liaising with the vendors where necessary
- Respond to downstream consumer queries
- Collaborate with global teams to run the operations
- Prior experience of working in index team, reference data team or performance team would be an advantage
- Experience at using various market vendor terminals such as Bloomberg, Reuters etc
- Ideal candidate is likely to have previous experience either from Asset Management, Fund accounting, Hedge Funds or market data vendors
- Knowledge and practical understanding of Financial Services Industry
- Good technical ability with core Microsoft products
- Strong communications skills both written and verbal
- Experience in liaising pro-actively with Portfolio Managers, Traders, Vendors and Operations teams on reported incidents and queries raised through to full resolution
38
Operational Analyst Resume Examples & Samples
- Strong understanding of Fixed Income, Equities, Exchange Traded Derivatives / OTC Derivatives (Interest Rate, Credit, Equity, Currency and Commodity)
- Comprehensive understanding of operational risk
- Ideal candidate should have previous experience working in Global Fixed Income, Equities and Derivatives market
- Liaising with portfolio Managers, internal trading desks, global fund accounting hubs and brokerage community in resolving trade related issues
- Daily Variation ETD Margin reconciliation between JPM and various clearing brokers
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Operational Analyst Resume Examples & Samples
- Address List
- AI Online
- Client / ILT List
- Email List
- GAP Address List
- GAP - 23A Reporting
- GAP Email List
- GAP Flash Estimates
- Participant Call
- Tax Rendering
- Vendor QC
- E-Delivery Uploads
- MOL Daily User Report
- Livelink Posting
- PCAP Retraction
- Understanding of financial markets
- Understanding of alternative products and its life cycle
- Understanding of troubleshooting client experience issues and be able to quickly determine sensitivity to business risk
- Prior exposure to document rendering, management, reconciliation and upload a plus
- Experience using MS Access Databases and MS Office Suite (including advanced Excel with macros)
40
Operational Analyst Resume Examples & Samples
- Documentation Preparation and Review
- Client & Facility Set-up and Maintenance
- Annual Review Coordination
- Exception Tracking & Escalation Coordination
- Data Report Generation
- Data Entry and Quality Review
- Vendor Work Ordering & Invoice Processing
- Covenant Process Coordination
- Application Folder Maintenance
- Collateral Monitoring
- General understanding of derivatives, FX and participations/syndications
- General understanding of credit legal issues and be able to quickly determine sensitivity to business risk
- Prior exposure to traditional credit products and traditional credit product loan documentation a plus
- Experience using the Credit Risk Infrastructure tools and applications (ARC, EN, SRGT, CRRT, OWL, SELM, etc) a plus
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Mission Readiness Operational Analyst, Mid Resume Examples & Samples
- 5+ years of experience in the military, including working as a Navy, Marine Corps, Army or Air Force junior military officer
- Experience with operational and resource readiness
- Experience with working in a team-oriented, inclusive, very collaborative work environment to achieve a consensus
- Experience with using Microsoft Office, including PowerPoint, Excel, and Word to develop creative client ready products
- Experience with the Defense Readiness Reporting System for Navy or Navy and Marine Corps readiness reporting business practices
42
Operational Analyst Resume Examples & Samples
- Daily Variation ETD Margin reconciliation between JPM and various clearing
- Daily ETD Initial margin movements for future accounts
- Monitoring and resolving intra-day trade breaks so to prevent internal/external NAV anomalies
- Coordinating and instructing instrument maturities
- OTC Derivatives cash flow confirmations
- Drive learning and training agenda
- Performing adequate Start and End of day controls
- Work closely with local and global technology team to increase automation and create efficiency
43
Operational Analyst Resume Examples & Samples
- Graduate (Bachelor’s Degree in Commerce/other related background)
- Good Product & Process Knowledge, Ability to perform Research & Investigation, Good Problem Solving & Analytical Skills, MIS & Reporting Skills, Ability to Transfer Knowledge, Identify opportunities for process improvement/improve efficiency
- Minimum 3+ years’ experience in Financial Services environment
- Good end to end knowledge of the process & ability to transfer the knowledge effectively
- Good problem solving, analytical & reporting skills
- Flexible to work shifts (primarily NA), overtime and on holidays
- Knowledge of MS Word, MS Excel, MS PowerPoint & MS Outlook
- Risk aware & Control orientated
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Mission Readiness Operational Analyst, Junior Resume Examples & Samples
- 4 years of experience with the military as a Navy, Marine Corps, Army, or Air Force military enlisted or officer
- Experience with working in a team-oriented, inclusive, very collaborative work environment with the team to achieve consensus
- Experience with Microsoft Office, including PowerPoint, Excel, and Word to develop creative client-ready products
- Experience with the Defense Readiness Reporting System in the Navy or Marine Corp readiness reporting business practices
- Experience with software systems
45
CAE Operational Analyst / Modeller Resume Examples & Samples
- Lua
- Matlab
- C/C++
- Engineering Simulators (eg. Sensor Modelling)
46
Mission Readiness Operational Analyst, Senior Resume Examples & Samples
- 7+ years of experience in the military, including working as a Navy, Marine Corps, Army or Air Force military officer
- 5+ years of experience with operational and resource readiness
- Experience with working in a team oriented, inclusive, very collaborative work environment to achieve a consensus
- Experience with Microsoft Office, including using PowerPoint, Excel, and Word to develop creative client ready products
- Experience with using the Defense Readiness Reporting System for Navy or Navy and Marine Corps readiness reporting business practices
- MS degree in a Technical, Engineering or Analytical field, including CS, EE, or Operations Research
47
Operational Analyst Resume Examples & Samples
- Management of end to end project lifecycle for Security Engineering solutions from initiation to service handover, ensuring appropriate governance is applied
- Management of the Security Engineering design and development demand pipelines and ensuring we are adequately resourced
- Creation of a service wrapper for Security Engineering solutions, ensuring operational procedures are created and validated against customer requirements
- Responsible for creation and operation of the design and development project lifecycle, ensuring appropriate governance gates are defined and managed
48
Operational Analyst Resume Examples & Samples
- Raising application and shared drive access based on role and profile template
- Monitoring to ensure completion of access request
- Ensuring application and profile Re-certification on a periodic basis
- Perform pre-audit checks related to employee access
- Reconciling employee access to job role to HR files
- Control report preparation and management reporting
- Partner in access control projects
- Graduate (Bachelor’s Degree in Commerce/other related background) with minimum 3+ years’ experience in Financial Services environment
- People, Performance & Relationship Management. Foster team work & build high performance team
- An acute awareness of the high risk, time critical and complex nature of Asset Management and ability to work under pressure and to meet tight deadlines is essential
- Thorough knowledge of MS Word, MS Excel, MS PowerPoint & MS Outlook
- Must be very detail oriented
- Good written & spoken English communication skills
- Have positive outlook and a desire to stretch themselves & team to achieve both personal and functional success
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Mission Readiness Operational Analyst, Mid Resume Examples & Samples
- 5+ years of experience in the military, including working as a Navy, Marine Corps, Army, or Air Force junior military officer
- Experience with working in a team–oriented, inclusive, very collaborative work environment to achieve a consensus
- Experience with using Microsoft Office, including PowerPoint, Excel, and Word to develop creative client–ready products
- Ability to work in a highly dynamic, fast–paced environment with aggressive project timelines and continual client delivery
- MS degree in a technical, engineering, or analytical field, including CS, EE, or Operations Research
50
Business Operational Analyst Resume Examples & Samples
- Provide accurate and timely booking reporting of monthly results and key business drivers /metrics
- Analyzing area/regional sales performance, monthly forecast, sales outlooks
- Collaborating with sales team to help improve the overall performance of the business
- Demonstrate the ability to take initiative, work with prescriptive guidelines, and prioritize time effectively (for themselves, and eventually – the team) to deliver accurate results in a timely manner
- Perform ad-hoc business analyses/reports and provide analytical support as needed
- Education: Bachelor's Degree in Economics, Finance, Management, or Business Administration
- 4+ years of relevant experience, preferably worked in a similar Sales Ops role
- English proficiency
- Systems Proficiency: Saleforce.com, Advanced Excel (Macros), PowerPoint
- Ready to work in EMEA / US Shift
- Hands-on experience with large amounts of data and ability to multi-task
- Able to understand reporting requirement, envision output, and drive strong quality
- Able to understand business implication of team output – be a Good team player
- "Self-starter" with the ability to self-motivate in a fast paced, deadline driven, environment
- Ability and Flexibility to Adopt to changes
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Cib-expense Management Unit-operational Analyst Resume Examples & Samples
- Primary responsibilities include – process transactions and facilitate accurate and timely payment of invoices of various counterparties/brokers; meeting service levels, production workflows, and training
- Support the execution of strategic business initiatives, workflow design, and implementation of the department’s goals and objectives
- Ensure that all company policies are followed and special projects are carried out in a competent and cost effective manner
- Build strong working relationships with functional managers and develop the product and business knowledge on Prime Brokerage and Clearing Operations for the team in Bangalore
- Minimum Qualification – Graduate
- Strong verbal and written communication skills; and adept at communicating with all levels of the business and technical parts of the organization
- Flexibility to work global hours and willing to travel globally
- Task management & strong interpersonal skills
- Finance knowledge – Journal Entries, General Ledger, Book Keeping etc
