Operations Analyst

1 month ago

Mendota Heights, Minnesota, United States Equiniti Full time

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., Astrella Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at:

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

*This will be a hybrid role and can be based in either our Mendota Heights, MN or Milwaukee, WI office

EQ by Equiniti is seeking a qualified Operations Analyst to join our team. The selected candidate will support the Investment Plan Services Team. This team is performing balancing and allocation of dividend, voluntary cash and payroll purchases, as well executing market trades for sales transactions submitted by the participants of the plans we administer. The Operations Analyst will be responsible for preparing monthly, weekly, and daily reports, gathering statistics for productivity and error tracking, assisting with brokerage commission and profit process and will support the team on the projects in progress by providing expertise and analysis of the existing processes.

Additional responsibilities of this role include:
  • Analyzes and solves a variety of operational, systems-related and/or customer transactional issues
  • Conducts business analyses and identifies opportunities to maximize operational efficiency, quality and compliance
  • Maintains databases and management reports, interpreting data and identifying trends for managers
  • Manages small projects requiring some coordination, and/or participate on task forces or project teams
  • Makes recommendations and presentations to managers
  • Identifies, develops and implements policies, procedures and training materials to assure compliance with government regulations and to maximize efficiency and customer service
  • May work with managers to apply data to business goals and analytical requirements, which may include capacity planning, volume forecasting and unit costing


Knowledge, Skills and Abilities
  • Solid troubleshooting and problem solving skills
  • Ability to effectively communicate with the team and multiple leadership levels
  • Provides timely follow-up, response and resolution communication
  • Ability to track resolution of multiple, diverse, long term and high priority items
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Excellent verbal, written, and interpersonal communication skills
  • Strong time management, organizational, multi-tasking, and prioritizing skills
  • Intermediate-to-advanced use of Microsoft Office, with demonstrated capability in Word, Excel and PowerPoint as well as data analytics tools
  • College degree preferred
  • 3+ years of operations experience
  • Financial services and/or securities industry experience
  • Experience with analysis, tracking, trending
  • Strong analytical skills with extremely high attention to detail and accuracy

Compensation

  • $ per hour


We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks

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