Operations Analyst
Linedata · Charlotte, NC · 4 days ago
HybridFull-time
Responsibilities
- Support client-facing operational and administrative processes across multiple business functions
- Partner with Operations and Technology teams to support and enhance workflows within Linedata's operational platforms, including OPTIMA and ORCHESTRATOR
- Aid in workflow automation, process improvement, and operational efficiency initiatives
- Maintain operational data, reports, dashboards, and tracking tools
- Attend weekly status meetings with clients and internal stakeholders
- Support audit readiness and regulatory documentation activities, including KYC, AML, third-party risk management, and operational controls
- Track and maintain user access, system permissions, training requirements, and compliance documentation
- Contribute to operational reporting, data analysis, issue resolution, and process monitoring
- Identify opportunities to streamline manual processes through automation, technology, and improved workflows
- Collaborate with global teams to support client deliverables and continuous improvement initiatives
Requirements
- Bachelor's degree in Business, Finance, Information Systems, Data Analytics, Computer Science, or a related field
- 2+ years of experience in operations, business analysis, financial services, client services, or a related environment
- Strong analytical, organizational, and problem-solving skills
- Advanced Microsoft Excel skills, including data analysis, reporting, pivot tables, and lookups
- Experience working with business systems, operational platforms, workflow tools, or reporting applications
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Strong communication and stakeholder management skills
Preferred Qualifications
- Experience supporting workflow management systems, operational technology platforms, or enterprise applications
- Exposure to SQL, Power BI, Tableau, Python, VBA, or other reporting and analytics tools
- Experience with process automation, workflow orchestration, business process improvement, or operational controls
- Familiarity with compliance, audit, KYC/AML, or financial services operations
- Interest in AI-enabled workflows, automation technologies, and operational analytics
- Experience supporting SaaS, fintech, asset management, or financial services environments