Operational Analyst - Systematic Withdrawal Plan (SWP)

About the role

Located in Minneapolis, MN, Milwaukee, WI, or Chicago, IL. 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.

Responsibilities

• 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
• Maintain the highest level of confidentiality, quality and privacy
• Manage a time-sensitive delivery schedule
• Other duties as assigned

Requirements

• Bachelor's degree in finance, Accounting, Commerce, Economics or related field
• 1-4 years of experience in Custody Operations on SWP

Skills

• Effective communication skills
• Ability to coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines
• Ability to learn and become an expert in the field
• 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: Equities, Fixed Income, Traditional Assets, Bonds, Mutual Funds
• Knowledgeable in all areas of Microsoft Office including Word, Excel, Access and Outlook
• Preference for Accounting, Finance or Business related field

Schedule

Onsite duration: 1 year plus.