Jobs · North Carolina

Operations Analyst

Linedata · Charlotte, NC · 2 mo 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

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