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    Operations Analyst - Arlington, United States - IntraFi Network LLC

    IntraFi Network LLC
    IntraFi Network LLC Arlington, United States

    5 days ago

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    Description

    Job Description

    Job DescriptionWhat is the role?

    You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.

    Your responsibilities will include:

    • Working with a collaborative team to onboard new banks and custodial agents. Working within a Salesforce based workflow process to manage and support various operational based tasks.
    • Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions
    • Modeling and building data queries. Involvement in cross-functional Data Lake based projects.
    • Analyzing and preparing data to present to our clients. Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation.
    • Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner

    You should possess the following experience, skills, and qualifications:

    • High competency in Excel, Access, SQL and PowerPoint
    • Ability to achieve results by managing expectations of both internal and external customers (and outside vendors), communicating in a timely fashion, and utilizing effective procedures and plans in place.
    • Ability to work independently yet integrate personal results in a team environment.
    • Able to produce accurate work product.
    • Ability to analyze and write business requirement documents to improve or expand the functionality of a technology business platform.
    • Strong analytical and critical thinking skills.
    • Strong oral and written communication skills.
    • Financial Services or banking industry experience, preferably in a back-office (i.e., reconciliation, settlement, bank processing) operational role. Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.
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