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GWIM Sr. Operations Analyst

Dallas, Texas

Job Description:

Enterprise Overview:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

LOB Description:

I&SO functions support several product channels within MLPF&S and Private Bank.  This role is critical in the reconciliation of house accounts, risk mitigation, filing deadlines and ensuring Corporate Action event dates are met for Private Bank.

Required Skills:

  • General knowledge of finance and financial and/or accounting principles

  • PC skills necessary, including working knowledge of Word and Excel.

  • Must have good communication skills.

    Desired Skills:

  • Bachelor's degree in Accounting or 2+ years of experience in an operations area

  • Securities and/or fund accounting experience

  • Financial Statement analysis and income analysis experience

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Enterprise Overview:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

LOB Description:

I&SO functions support several product channels within MLPF&S and Private Bank.  This role is critical in the reconciliation of house accounts, risk mitigation, filing deadlines and ensuring Corporate Action event dates are met for Private Bank.

Required Skills:

  • General knowledge of finance and financial and/or accounting principles

  • PC skills necessary, including working knowledge of Word and Excel.

  • Must have good communication skills.

    Desired Skills:

  • Bachelor's degree in Accounting or 2+ years of experience in an operations area

  • Securities and/or fund accounting experience

  • Financial Statement analysis and income analysis experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21072591

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Robin Bennett

Referral Bonus:

0

Street Address

Primary Location:
901 MAIN ST, TX, Dallas, 75202