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Operations Analyst

2 months ago

Birmingham, United States Chicago Financial Search, Inc. Full time

Operations Analyst - Wealth Management


Our client is a well established Wealth Management company located in the Birmingham, MI area. They have an immediate need for an Operations Analyst with hand-on back-office experience who takes pride in ensuring smooth daily operations, accurate trade processing, and timely settlement of transactions.


If you have back-office expertise in trade reconciliation, balancing, clearing, margin, settlement, and wire transfer processes, then this is the perfect opportunity for you


The company offers a collaborative working environment, competitive compensation, outstanding benefits, and career growth opportunities. Please note this is an onsite position at the client’s Birmingham, MI area office.


As an Operations Analyst, you will:

  • Reconcile trades, ensuring accuracy across internal records and external systems.
  • Manage balancing, clearing, and settlement processes for various financial instruments.
  • Handle margin requirements and monitor margin calls as needed.
  • Process and monitor wire transfers, ensuring compliance with regulatory requirements and firm policies.
  • Identify and resolve discrepancies related to trade processing and settlements.
  • Collaborate with front-office, compliance, and finance teams to ensure seamless operations.


Requirements:

  • 2+ years of back-office experience.
  • Proven expertise in trade reconciliation, clearing, settlement, margin, and wire transfers.
  • Strong attention to detail and accuracy in managing financial transactions.
  • Familiarity with wealth management operations and compliance standards.
  • This is an onsite position at the client’s Birmingham, MI area office.
  • Please note that the employer will not sponsor applicants for work visas.



No recruiter represented or third party candidate submissions will be accepted. Any unsolicited resumes/candidate profiles submitted will not be considered are not subject to payment of agency fees