Operations Analyst

Glint Tech Solutions is a women-owned, global IT staffing and recruiting firm supporting enterprise clients across the USA and Canada.

About the role

Our client, a leading enterprise organization in the financial services sector, is seeking a detail-oriented Operations Analyst to support Custody, Securities, Investment, and Wealth Management Operations functions in a fast-paced environment.

Responsibilities

• Process client account updates and data maintenance requests
• Support cash and securities transfer activities
• Manage cash disbursements and receipts
• Generate and interpret operational reports using BOXI
• Coordinate with cross-functional operational teams to ensure accurate, timely processing
• Maintain quality, confidentiality, and client-service standards

Requirements

• Systematic Withdrawal Plan (SWP)
• Data amendments & account maintenance
• Custody Operations
• Securities Operations
• Investment Operations
• Wealth Management Operations
• Capital Markets (Equities & Fixed Income)
• Cash management & reconciliation
• BOXI Reporting

Qualifications

• Bachelor's degree in Finance, Accounting, Commerce, Economics, or related field
• 2+ years of experience in investment, securities, custody, or wealth management operations
• Strong analytical, communication, and problem-solving skills