2027 Operations Analyst Program - Summer Analyst (NY Metro & Chicago)

About the role

Be at the heart of running the firm efficiently, effectively, and delivering value for our clients. In the program, you will work in a collaborative environment that teaches you how the Operations function helps deliver core services to the firm and its clients. The goal is to assist you in building a long-term career in our Operations function and help with its continued growth.

Responsibilities

• Aid in the end-to-end management of the client lifecycle, from onboarding through account maintenance.
• Partner with bankers, underwriters & various other functions to support client financing needs.
• Process, clear, investigate, and service transactions, tickets, and widgets responsibly.
• Support document review, data reconciliation, and payment processing.
• Reconcile differences between systems, monitor reports, and ensure system integrity.
• Analyze reference data to help support trading.
• Troubleshoot client inquiries related to account processing and access issues.
• Ensure the accurate execution of investor tickets and trades, following through to the correct settlement systems.
• Effectively communicate with counterparties to match off on trades.
• Support data analytics and reporting for your team and the lines of business you support, alongside other projects such as recertifications of heightened risk sector clients and creating processes that will minimize breaches in data input from the various lines of business.
• Oversee data management, governance, sourcing, control of reference data, and provide operational support.
• Report risk internally and externally, including running different attributions, investigating values, and presenting information to internal clients.
• Identify process gaps to optimize processes in collaboration with Technology teams.
• Create Tableau dashboards to assist in reporting.
• Implement AI and Machine Learning solutions into different Business Operations teams.
• Integrate products and information into easily accessible and digestible information for our internal clients.

Requirements

• Pursuing a B.A., B.S., B.B.A or 5th year M.A. or M.S., with an expected graduation date of December 2027 through June 2028
• All majors considered
• Well-rounded academic background
• Great team player able to work and adapt in a dynamic and changing environment
• Demonstrated ability to communicate effectively both written and verbally
• Detailed-oriented with strong critical thinking, attention to detail and analytical skills
• Ability to manage time, prioritize assignments and know when to seek help for optimal solution
• Proficiency in MS Office (Excel, Word, PowerPoint, Outlook)
• Ability to work within deadlines
• Demonstrated growth mindset with desire to learn financial operations

Qualifications, Capabilities, And Skills

• Minimum cumulative GPA of 3.0 on a 4.0 scale

Locations

• Chicago, IL
• NY Metro (Manhattan, Brooklyn, Jersey City)

What's Next?

To be considered for the Operations Analyst Program, you must submit a complete and thoughtful application, which includes your resume, and location preference. Your application and resume are a way for us to initially get to know you. It's important to complete all relevant application questions, so we have as much information about you as possible. We will review your application to determine whether you meet the required criteria. If you meet the minimum criteria for the application, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. HireVue is required, and your application will not be considered for further review until you have completed this step. We strongly encourage you to complete your HireVue video(s) within three days of receiving the invitation. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.