Operations Analyst – SWP/Custody Operations

Hiring:Operations Analyst – SWP/Custody Operations

Location : Minneapolis, MN / Milwaukee, WI / Chicago, IL (Onsite)

Duration 1 year plus

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.

Soft Skills:

Demonstrate effective communication skills

Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.

Ability to learn and become an expert in field.

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.

Preferred Qualification:

Preferred Technical Skills:

Preference in: Accounting, Finance or Business related field.

Position Summary:

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.

Essential duties and responsibilities include the following

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.