Ensure timely and accurate reporting of the trading desks results; monthly and quarterly account ownership reconciliation, book management, legal entity and regulatory reporting and accounting policy implementation.
Operations Center Analyst is responsible for using independent judgment and discretion to interact with internal teams through email, chat, and phone to investigate, identify and create solutions in a team oriented and highly challenging work environment.
In this role, the selected candidate follows established written procedures and guidelines, provides standard reporting and analytical support. Uses established techniques, analyzes and resolves a wide variety of moderately complex operations problems and initiatives including transactions that require special handling and/or exception handling.
The Product Analyst will reach out to many partners and hold discovery sessions, document what is being learned, identify risks/gaps for remediation, and develop a roadmap to outline the projects to be initiated to address the key risks.
In this role, the selected candidate will be responsible for maintaining already developed product control processes (daily or less frequent), e.g. balance sheet reconciliations including auto reconciliations, portfolio opening and maintenance.
The Sales Analyst is responsible for supporting sales onboarding and training activities for new and existing associates, performing sales force effectiveness reporting and insights, sales data management, Salesforce.com support and special projects.
Testing support requires a review of testing results/observations generated from various testing teams and validating the accuracy of the credit data, engaging SMEs for review and obtaining additional documentation needed for validation.
The selected candidate will assist in the development and executing of the roadmaps across the operational preparedness wheel. Develop prototype wireframes and technical artifacts in partnership with technology teams.