Operations Analyst

2 months ago


Chicago, United States Phillip Capital Inc. Full time

Operations Analyst

Phillip Capital is looking for a motivated Operations Analyst to support its growing futures business. This position offers a unique opportunity to support a highly experienced operations department for an established firm in the futures industry. The Operations Department handles many aspects of the trading cycle, from front-end to middleware to back-end. In addition to learning about the trade lifecycle, this role will also provide insight into the account opening process and client onboarding.


Key Responsibilities

  • Work closely with senior team members and learn to support all responsibilities of each member of the clearing team. Some areas that will be covered are allocations, balancing, expiration, deliveries, fees, and billing.
  • Open accounts in our back-office system after performing all necessary due diligence. This includes collecting all necessary forms from clients, ensuring forms are completed correctly, and performing KYC checks.
  • Organize and create standard operating procedures for all responsibilities learned.
  • Collaborate and develop initiatives to streamline processes across departments.
  • Track issues and provide detailed reporting to senior members to assist with tracking.
  • Manage internal and external customer requests via email and phone.
  • Learn various exchange applications and proprietary systems.


Qualifications

  • Bachelor’s degree in finance or accounting or related field from an accredited university.
  • Strong communication skills and willingness to learn daily.
  • Strong attention to detail and excellent documentation skills.
  • 2+ years of experience with advanced Excel features (index, conditional, macros, lookups)
  • Answer seeker, not afraid to fail and/or ask questions. Want to know why things happen, not just do things.
  • Ability to juggle multiple tasks in a fast-paced environment.
  • Experience with SQL, Python, Power Automate or similar applications preferred, but not required.


Phillip Capital offers a hybrid work environment and currently requires in-person attendance at our downtown Chicago office a minimum of 3 days per week.

Please send a resume to careers@phillipcapital.com to be considered for this position with “Operations Analyst” in the subject line. Phillip Capital Inc. will not consider candidates sent by recruiters for this position.


About Phillip Capital Inc. and the Phillip Capital Group


Phillip Capital Inc. is a growing SEC registered securities self-clearing broker-dealer and Futures Commission Merchant (FCM) firm based in Chicago. Phillip Capital Inc. has clearing memberships with the CME Group, DME, ICE US, ICE EU, OCC, CFE, and DTCC. Find out more at www.phillipcapital.com and www.phillip.com.sg.



  • Chicago, United States Senior Analyst, Data, Performance, and Operations Full time

    Seeking to hire a Senior Analyst, Data, Performance, and Operations for a direct hire opportunity in Chicago for one of the nation's largest independent foundations. Organizations supported by the Foundation work in about fifty countries. Will support our client’s Investment Department’s data management infrastructure. Will provide support for the...

  • Operations Analyst

    2 months ago


    Chicago, United States Phillip Capital Inc. Full time

    Operations AnalystPhillip Capital is looking for a motivated Operations Analyst to support its growing futures business. This position offers a unique opportunity to support a highly experienced operations department for an established firm in the futures industry. The Operations Department handles many aspects of the trading cycle, from front-end to...

  • HR Operations Analyst

    4 weeks ago


    Chicago, United States HUB International Full time

    ABOUT US - At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailo Operations Analyst, Operations, Business Operations, Analyst, HRIS, Customer Service, Manufacturing,...


  • Chicago, Illinois, United States V15P1TALONNN Full time

    Become a Key Player as a Business Operations AnalystAbout V15P1TALONNN:V15P1TALONNN is a pioneering organization in the realm of human capital management solutions, dedicated to redefining the landscape of work. We take pride in our consistent recognition as one of the Most Admired Companies globally, thanks to our innovative strategies and unwavering...


  • Chicago, Illinois, United States Analytic Recruiting Full time

    Job Title: Business Analyst - Investment OperationsJob Summary:Analytic Recruiting is seeking a highly skilled Business Analyst to support the investment operations and business processes of our clients. As a Business Analyst, you will work closely with our clients' business units to understand their requirements and provide continuous support for their...


  • Chicago, Illinois, United States Hinshaw & Culbertson Full time

    FINANCIAL SYSTEMS ANALYSTLocation: Flexible and in any state where the firm has an office.Hinshaw & Culbertson LLP, a prominent national law firm, is seeking a dedicated full-time Financial Systems Analyst. We provide competitive remuneration and a comprehensive benefits package along with a 35-hour work week.Position Overview:As a meticulous and analytical...


  • Chicago, Illinois, United States University of Illinois Full time

    UNIVERSITY OF ILLINOIS FOUNDATIONis seeking a qualified candidate for the position of Investment Operations AnalystThe University of Illinois Foundation serves as the official organization for fundraising and private gift management within the University of Illinois System. Renowned for its excellence in research, education, and community engagement, the...


  • Chicago, Illinois, United States University of Illinois Foundation Full time

    UNIVERSITY OF ILLINOIS FOUNDATION is seeking a qualified candidate for the position of Investment Operations Analyst The University of Illinois Foundation serves as the official fundraising and private gift-receiving entity for the University of Illinois System, recognized for its excellence in research, education, and community engagement. The Foundation...


  • Chicago, Illinois, United States Publicis Groupe Full time

    Job OverviewCompany Overview:Publicis Groupe operates in over 100 countries and employs nearly 80,000 professionals, making it the third largest communications conglomerate globally. Listed on the Euronext Paris and part of the CAC 40 index, Publicis Groupe provides a comprehensive and integrated model that grants clients access to all the Groupe's tools and...


  • Chicago, United States Fibre-Tec Acquisitions Full time

    Manufacturing Operations Analyst sought by Fibre-Tec Acquisitions in Chicago, IL to analyze processes and procedures, managing flow of production information, mapping value chain and improvement opportunities. Reqs Bach degree in Matrls Sci & eng, Manufacturing Eng or rltd. Snd rsm & cvr lttr to 9160 S Green St, Chicago, IL 60620.


  • Chicago, Illinois, United States Metra Full time

    The final compensation will be determined based on the applicant's qualifications. Candidates with eight or more years of relevant experience can anticipate offers approaching the midpoint of the salary spectrum. Metra offers comprehensive pay ranges to allow candidates to evaluate their potential for advancement. Metra stands as one of the largest and...


  • Chicago, United States Oliver James Associates Full time

    Specialty lines P&C insurance carrier seeks a Reinsurance Operations Analyst to come in and support the Director of Reinsurance. In this role you will carry a number of responsibilities related to the ceded side of the business such as billing, cash applications, issuing reinsurance notices and investigating discrepancies within the receivables ledger. This...

  • HR Operations Analyst

    3 weeks ago


    Chicago, United States Camping World Full time

    The HR Operations Analyst is generally responsible for the day-to-day HR Operations activities including HR systems administration, data management and reporting. Routine responsibilities primarily include accurate and timely data processing, auditing, reporting and end-user support. This role will be familiar with key HR operational processes with a focus...


  • Chicago, Illinois, United States BCforward Full time

    About the RoleWe are seeking a highly motivated Business Analyst to join our team at BCforward. As a Business Analyst, you will play a critical role in supporting our clients' business operations by analyzing and improving their financial systems and processes.Key ResponsibilitiesGather and catalog functional, non-functional, and technical requirements for...


  • Chicago, Illinois, United States The LaSalle Group Full time

    The LaSalle Group is pleased to present an exceptional opportunity for a proficient Senior Logistics Analyst to contribute to a leading Consumer Packaged Goods (CPG) enterprise. We are in search of a dedicated professional with a robust analytical foundation and logistics knowledge to enhance transportation and distribution functions. Key Responsibilities...

  • Operations Analyst

    3 weeks ago


    Chicago, United States National Board of Osteopathic Medical Examiners Full time

    Job DescriptionJob DescriptionThe NBOME is seeking Operations Analyst/Finance team member to partner closely with our Information Technology and Strategy and Quality Departments.  The main focus and responsibility of this position is to analyze financial and operational data produced by our various applications and identify inconsistencies or discrepancies...

  • Operations Analyst

    2 weeks ago


    Chicago, United States National Board of Osteopathic Medical Examiners Full time

    Job DescriptionJob DescriptionThe NBOME is seeking Operations Analyst/Finance team member to partner closely with our Information Technology and Strategy and Quality Departments.  The main focus and responsibility of this position is to analyze financial and operational data produced by our various applications and identify inconsistencies or discrepancies...


  • Chicago, Illinois, United States Talent Software Services Full time

    Position Overview: Talent Software Services is seeking a Business Analyst for a contract role. This position focuses on collaborating with stakeholders to define and document business requirements for operational risk solutions.Key Responsibilities:The primary function of the Analytics & Insights, Solutions, and Reporting (AISR) business analyst is to engage...


  • Chicago, United States Dexian Full time

    Client: Corporate Investment BankPosition: Syndicated Loan Operations Analyst Address: Chicago, IL (Hybrid - 3 days in office) 60603DESCRIPTIONThe Loan Operations Analyst works with Front Office, Legal, internal and external clients. Examines, analyzes and interprets accounting records to prepare statements and/or advise management. Sets up deals and funds...

  • Loan Operation Analyst

    2 months ago


    Chicago, United States Dexian Full time

    Client: Corporate Investment BankPosition: Syndicated Loan Operations Analyst Address: Chicago, IL (Hybrid - 3 days in office) 60603DESCRIPTIONThe Loan Operations Analyst works with Front Office, Legal, internal and external clients. Examines, analyzes and interprets accounting records to prepare statements and/or advise management. Sets up deals and funds...