Analyst, Fund Operations
DoubleLine
Analyst, Fund Operations
Tampa, FL
Overview
Level Experienced
Description
The Analyst, Fund Operations role oversees third-party sales data providers and partners with Global Relationship Managers to enhance sales effectiveness. The role is responsible for managing, analyzing, and reporting on internal and external data across all DoubleLine products, leveraging Power BI dashboards to identify trends and drive marketing and distribution opportunities, while delivering insights to senior leadership.
Job Functions
- Manage day-to-day relationships with third-party sales data providers, ensuring data quality, consistency, and service delivery.
- Ensure accuracy and integrity of sales data across multiple platforms through validation, reconciliation, and governance processes.
- Identify, scope, and implement data initiatives in collaboration with internal stakeholders and external vendors to enhance analytics capabilities.
- Design, develop, and maintain Power BI dashboards tracking net flows, sales pipeline, and client activity to drive actionable insights.
- Partner with Global Relationship Managers to execute data-driven sales strategies and targeted client campaigns based on analytical insights.
- Support internal and external sales teams by delivering timely, high-quality data and analytics in a fast-paced environment.
- Develop and present monthly and quarterly reports to senior leadership, providing high-visibility insights to inform strategic decision-making.
Qualifications
- 5+ years of experience working with sales data in the financial services industry
- Proficient expertise with SQL and data modeling required
- Proficient expertise with Power BI and DAX required
- General understanding of finance and asset management sales data required
- Experience working with third-party sales data sources, such as Broadridge, FINTRX, etc.
- Proficient expertise with Salesforce CRM preferred
- Proficient user of Microsoft Excel required
- Outstanding organizational and project management skills
- Team-oriented and possess strong integrity and professionalism
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Analyst, Fund Operations in Tampa, FL vacancy
$61k - $77k
...team will provide more details. RESPONSIBILITIES (USD Wire Operations-Aligned) Execute and support USD wire payment processing... ...related to wire transfers, including trace requests and return-of-funds scenarios Partner with technology, compliance, and risk...OperationsWork experience placementWork at officeLocal areaRemote workMUFG Bank, Ltd.
Tampa, FL1 day ago- JPMorgan Chase & Co. is looking for a Payment Lifecycle Analyst in Tampa, Florida, to join their Payments Operations team. You will be responsible for ensuring smooth fund transfers while enhancing the operational framework, engaging with stakeholders, and leading continuous...Operations
- ...constant learning and expanded responsibilities. As a Payment Lifecycle Analyst within the Payments Operations team at JPMorganChase, you will play a pivotal role in ensuring the smooth transfer of funds between various parties while enhancing our payment operations...OperationsTemporary work
Koitecc Solutions
Tampa, FL2 days ago - ...Underwriters, LLC is seeking an experienced Business Analyst with a strong foundation in P&C insurance and commercial MGA operations to support the continued growth of our... ...including exposure to Florida Hurricane Catastrophe Fund reporting Familiarity with catastrophe...Operations
Crestwell Underwriters
Tampa, FL1 day ago - ...Qualifications Are you looking for a Requirements Analyst opportunity where you can make a... ...daily alongside government leadership, operational staff, and technical teams to improve... ...alignment with mission objectives, funding availability, and leadership priorities....OperationsFull timeContract workPart timeLocal areaFlexible hours
Serco
Tampa, FL5 days ago - ...is seeking a Mid-level Military Forces Analyst to support the United States Central Command... ...and doctrine, capabilities, equipment, operations and exercise, facilities, sustainment,... ...security. This position is contingent on funding and may not be filled immediately. This...OperationsContract workImmediate startFlexible hours
- ...Responsibilities: The Sec & Derivatives Sr Analyst is an intermediate level position... ...branch offices in coordination with the operations - Transaction Services team. The overall... ...Cash Investment Support for Money Market Fund, Time Deposit, Repo, and Mutual Fund investment...OperationsContract work
- ...Sr. Program Analyst Culmen International is seeking a Sr. Program Analyst for USSOCOM... ...) Budget execution support, including funding document processing and invoice review... ...humanitarian missions, and optimizing government operations. With experience in over 150 countries,...OperationsContract workFor contractorsFor subcontractorImmediate startWorldwide
- ...Program Analyst Culmen International is seeking a Program Analyst for USSOCOM support... ...) Budget execution support, including funding document processing and invoice review... ...humanitarian missions, and optimizing government operations. With experience in over 150 countries,...OperationsContract workFor contractorsImmediate startWorldwide
- ...year contract, the Facility Requirements Analyst will support the United States Marine... ...Draft policy and plans for management, operations, development and administration of the Command... .... Assist in managing the budgeting and funding of construction projects. Coordinate...OperationsContract workTemporary workFor contractorsWork at officeLocal areaOverseas
- ...Group ( is a portfolio company owned by investment funds managed by EQT. Headquartered in Tampa, with operations across the U.S., Caribbean, and Latin America,... ...YouTube and Instagram Job Summary The Business Analyst II serves as a skilled, application-savvy resource...OperationsWork at officeWorldwideFlexible hours
Seven Seas Water Group
Tampa, FL1 day ago $27 per hour
...programs, and solutions to convenience operators across the U.S. and Canada. Job Description... ...‑oriented, and adaptable Sales Support Analyst to join our dynamic sales support team.... ...margin gain opportunities, and merchandising funding optimization. Provide administrative...OperationsContract workWork experience placementWork at officeLocal areaMonday to FridayCore-Mark
Gibsonton, FL4 days ago- JPMorganChase is seeking a Fund Servicing Analyst to join their inclusive team in Tampa, Florida. This role focuses on delivering accurate and timely Net Asset Value (NAV) calculations while ensuring compliance with corporate policies and quality assurance standards. The...
$85k - $110k
...Analyst Alternative Admin Job Category: Fund Accounting Full-Time On-site New York, NY or Tampa, FL Description Position: Analyst, Alternative... ...as needed: Handle various accounting and operational functions across a basket of private funds' portfolio...OperationsFull timeLocal area- ...ETF Transfer Agent Analyst We welcome you to join one of the world's top five most admired and prominent companies. We recognize... ...within JPMorganChase, you will play a crucial role in our fund servicing operations. You will be responsible for the seamless intake,...Operations
- ...Primary Purpose: The Data Management Analyst II plays a key role in collaboration... ...degree in information technology, business/operations analysis or a related field, with five... ...all-time high of $738 million in research funding in 2024 and as a top 20 public...OperationsFull timeContract workFor contractorsWork experience placementLive in
University of South Florida
Tampa, FL3 days ago - JPMorganChase is seeking a Payment Lifecycle Analyst in Tampa, FL, to enhance its payment operations. This role involves leveraging analytical skills and problem-solving abilities to ensure accurate fund transfers and improve operational efficiency. The ideal candidate...Operations
- ...calculations. You will play a critical role in the fund accounting lifecycle and contribute to... ...and improvement efforts. As a Fund Servicing Analyst within the Global Fund Services team, you will be part of a global operating model responsible for high-quality NAV delivery...Work at office
$47k - $62.7k
...company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group... ...management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United...OperationsTemporary workWork at officeLocal areaFlexible hours$75k - $92k
Join to apply for the Sales Operations Analyst role at SecurityScorecard Join to apply for the Sales Operations Analyst role at SecurityScorecard... ...and risk experts Dr. Alex Yampolskiy and Sam Kassoumeh and funded by world-class investors, SecurityScorecard’s patented rating...OperationsFull timeRemote workWork from homeShift work- Fund Servicing Analyst - JPMorganChase Join JPMorganChase, a leading global financial services firm where diverse perspectives are central to... ...oversight and quality assurance functions in a global operating environment using workflow and exception‑based accounting tools...Work at office
- ...decisions across both Tactical Systems (TS) and Global Solutions (GS). Operating in a high complexity, multi-domain environment, the role... ...books, appropriations, POM shifts, and multi-year funding patterns to align opportunities with TS and GS portfolios. Develop...OperationsFull timeContract workWork at officeLocal areaRemote workShift work
- JPMorganChase is looking for a Fund Servicing Analyst to join their Global Fund Services team in Tampa, Florida. This role involves producing accurate, timely NAV calculations and ensuring compliance with company policies in a fast-paced global environment. The ideal candidate...
- Join our team as a Solutions Analyst II and be at the forefront of driving technical innovation... ...gap between product owners, business, operations, and software developers by leveraging... ...automation approach Experience with funds control and reconciliation #J-18808-Ljbffr...Operations
- ...International LLC (SOSi) is seeking a Senior Military Forces Analyst to support our customer in McDill AFB, Florida. Essential... ...engagements, planning, steady state, crisis, and contingency operations. Provide support to targeting by reviewing, evaluating,...OperationsContract workWork at officeWorldwide
SOSi
Tampa, FL1 day ago $94.4k - $155.8k
...moderate to high complexity such as manufacturing, large warehouse operations including challenging property, products liability exposures... ...account. You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid Time Off : Start your career at Travelers...OperationsLocal areaLong distanceNight shift- ...creating impactful solutions. As a Solutions Analyst III in Commercial & Investment Bank, you... ...gap between product owners, business, operations, and software developers by leveraging... ...automation approach Experience with funds control and reconciliation JPMorganChase...Operations
- ...experience as a consultant! Who holds consulting experience in US Healthcare Payer market! Who holds 2+ years’ experience in US Payer operations & US Payer system implementations! Who is experienced in systems and processes required to support health plan! Who is currently...Operations
R.A.M.
Tampa, FL1 day ago - ...Position Overview The Tier 1 Security Operations Center (SOC) Analyst contributes to the protection of client assets and information by monitoring security events and responding to incidents. The Tier 1 SOC Analyst will leverage their cybersecurity experience and knowledge...Operations
THRIVE
Tampa, FL1 day ago - ...Position: Total Rewards Analyst Location: Tampa, FL Duration: 6 months to start This position reports to the Mgr, Benefits and is considered... ...Center of Excellence resource and will support North American operations. The Total Rewards Analyst will work with all North American...OperationsFull time
Dexian
Tampa, FL2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Analyst, Fund Operations. Be the first to apply!
Related searches
- bsa analyst Tampa, FL
- construction analyst Tampa, FL
- paid search analyst Tampa, FL
- remediation analyst Tampa, FL
- entry level program analyst Tampa, FL
- accessibility analyst Tampa, FL
- health analyst Tampa, FL
- law enforcement response team analyst Tampa, FL
- utilities analyst Tampa, FL
- internal audit analyst Tampa, FL