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Operational Analyst

Techridge, Inc.Chicago, IL🇺🇸United StatesPosted 1 Sept 2026

Quick Overview

Seniority
Mid Senior
Work mode
On Site
Location
Chicago, IL, United States
Posted
19 hours ago
Fixed IncomeMicrosoft Office

Job Description

Job Title: Operational Analyst
Location: Minneapolis, MN/ Milwaukee, WI/ Chicago, IL(Onsite)
Position Type: Contract Role
Job Description:
The Operations analyst will work in the back office processing area supporting through the banking and advisor client groups. This role requires a self-motivated, goal oriented individual with the ability to manage multiple tasks in a time sensitive delivery schedule.
Domain/Technical Skills:
  • Proficient in SWP navigation and client/portfolio-level data research
  • Skilled in generating and interpreting BOXI reports on SWP for MIS and reporting
  • Understanding of Capital Markets Knowledge of Equities, Fixed Income, Traditional Assets, Bonds, Mutual Funds.
  • Must be knowledgeable in all areas of Microsoft Office including Word, Excel, Access and Outlook.
Essential Qualification and Work Experience:
  • Bachelor's degree in finance, Accounting,
  • Commerce, Economics or related field.
  • 1-4 years of experience in: Custody Operations on SWP.
Essential duties and responsibilities include the following (other duties may be assigned):
  • Basic processing and/or service activities specific to team function on SWP like -
    • Process static data amendments (DOB, address, fee package, statement recipients, etc.).
    • Execute inter-account cash/stock transfers as per client instructions.
    • Manage recurring and ad-hoc cash disbursements, including dividend and interest payout.
    • Review and post cash receipts from clients and counterparties.
  • Interact effectively with multiple operational processing teams.
  • Maintaining the highest level of confidentiality, quality and privacy.
  • Manage a time-sensitive delivery schedule.
  • Other duties as assigned.

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