Client: Banking domain

Location: Pennington, NJ 08534

Role: Operations Analyst

About the Role:

• The Operations Analyst role supports the Performance Operations organization.

• The Information Management Analyst is responsible for assisting with client onboarding into the various performance platforms, reviewing performance data and returns within the performance platform, and providing support to the Branch Office network across the Bank.

Responsibilities:

• Complete client onboarding activities for performance platforms

• Review and validate performance data and returns on performance platforms

Education Qualification:

• Previous experience supporting an operational function at a financial institution

• Knowledge of investment products and vehicles

• Previous customer service experience

• Intermediate proficiency in excel required

• Relevant coursework in finance a plus

• Previous experience working for a broker dealer or supporting a financial advisory team

Required Skills:

• Strong attention to detail

• Excellent communication skills

• Ability to work independently and as part of a team

• Problem-solving skills

• Ability to prioritize and manage multiple tasks efficiently