Operations Analyst

Software Guidance & Assistance

Tampa, FL

JOB DETAILS
SKILLS
Analysis Skills, Artificial Intelligence (AI), Billing, Business Analysis, Business Practices, Contract Analysis, Contract Processing, Customer Support/Service, Data Processing, Derivatives, Finance, Financial Services, Genetics, Insurance, Investment Funds, Loans, Maintain Compliance, Marketing/Sales Collateral, Mutual Funds, Operational Audit, Order Processing, Policy Development, Problem Solving Skills, Process Analysis, Reconciliation, Regulations, Regulatory Compliance, Retirement Funds, Returns Processing, Risk Analysis, Risk Management, Sales Management, Securities, Securities Lending, Staff Development, Transaction Processing/Management
LOCATION
Tampa, FL
POSTED
Today
Software Guidance & Assistance, Inc., (SGA), is searching for an Operations Analyst for a contract assignment with one of our premier Financial Services clients in Tampa, FL.

Responsibilities :
The firm's Agency Lending is part of the overall Securities Services Business unit. The ASL Business facilitates the temporary transfer of securities from a lender to a borrower against collateral (securities or cash), enabling beneficial owners to generate incremental income on their portfolio securities. The services provided include: trade execution, trade settlement, collateral management, cash re-investment, recall/return processing, asset servicing and lender/borrower billing. Typical ASL clients include Mutual Funds, Insurance Companies, Pension Funds, Public Funds, Sovereign Wealth Funds, and Central Bank

The Sec & Derivatives Sr Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions.
  • Reconciliation of accounts managed by the Securities & Derivatives area
  • Serve as analytical or procedural expert for securities processing deliverables/initiatives
  • Minimize risk to the bank by monitoring errors and suggesting solutions that reduce errors, and ensure adherence to audit and control policies
  • Monitor, analyze and evaluate processes and data to ensure the accuracy and quality of completed settlement tasks
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the firm, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  • Lead Projects and Initiatives
  • Support Sec Finance Trading Desk with Trade Corrections, Trade Recalls, Return Processing, and Contract Compare
  • Provide Cash Investment Support for Money Market Fund, Time Deposit, Repo, and Mutual Fund investment processing
  • Contribute to the creation of customized reporting used to present information to management
  • Support implementation of securities processing improvements
  • Assist with identifying policy gaps and formulating policies that streamline related work processed
  • Provide informal guidance or on the job training to lower level/new securities processing team members when required
Required Skills:
  • Documenting processes and procedures experience, Word, PowerPoint.
Preferred Skills:
  • AI expertise a plus
SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.
#LI-TJ1

About the Company

S

Software Guidance & Assistance