Operations Analyst
BuzzClan
Title: Operations Analyst – Custody Operations Location: Minneapolis, MN / Milwaukee, WI / Chicago, IL Duration: 1+ Year Contract Job Summary: We are looking for an Operations Analyst with experience in Custody Operations and SWP . The candidate will support back-office banking and investment operations, including account maintenance, cash and stock transfers, client data research, and reporting. Key Responsibilities: Perform day-to-day custody operations activities using SWP . Update client/account information such as address, DOB, fees, and statement details. Process cash and stock transfers based on client instructions. Handle cash disbursements, dividends, and interest payments. Review and post cash receipts from clients and counterparties. Research client and portfolio-level information in SWP. Generate and review BOXI/BusinessObjects reports . Coordinate with internal operations and processing teams. Maintain accuracy, confidentiality, and data privacy. Complete multiple tasks within strict operational deadlines. Required Qualifications: Bachelor's degree in Finance, Accounting, Commerce, Economics, Business, or related field . 1–4 years of Custody/Investment Operations experience . Hands-on experience with SWP . Knowledge of Capital Markets , including equities, fixed income, bonds, and mutual funds. Experience with cash/stock transfers, static data, or other custody operations. #J-18808-Ljbffr BuzzClan
Vacancy posted 2 days ago
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