Operations Analyst I, Asset Services

Company Overview

Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices across six continents. As a Fortune 50, Nasdaq‑listed provider, we focus on innovation, human connection, and world‑class products and services for all types of investors.

Business Segment Overview

Corporate: Engage in a deep variety of business‑critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game‑changing policies.

Responsibilities

• Maintain prompt and regular attendance.
• Understand team expectations and company policies.
• Share responsibility for team phone and e‑mail coverage.
• Provide back‑up coverage for various team‑specific tasks and responsibilities as needed.
• Keep management informed of unusual requests and potential issues.
• Assist with general questions and inquiries from customers as needed.
• Develop and maintain strong relationships with other departments & lines of business.
• Identify potential new processes or applications that would increase both efficiencies and accuracy within the team.
• Accomplish tasks as assigned and occasionally exceed job expectations.
• Work reliably to attain expected results in a timely and efficient manner under moderate supervision.

Qualifications

• Bachelor’s degree in business, finance or a related field, or equivalent work experience.
• Series SIE, or equivalent (or ability to obtain within 2 months of employment).
• Effective oral and written communication skills with an emphasis on customer service.
• Strong critical‑thinking and analytical skills with high attention to detail.
• Adaptable to change in a highly regulated industry.
• Proficiency in Microsoft Office 365 applications.
• Basic experience with database query building and/or SQL.

Physical Requirements & Working Conditions

Dynamic, time‑sensitive environment in a climate‑controlled office. Regular fixed schedule with occasional, but rare, travel and weekend work opportunities. Minimal physical requirements other than occasional light lifting of boxed materials.

Schedule

Regular fixed schedule; occasional travel and rare weekend work may be required.