Operations Analyst

Operations Analyst Job Description Template

Our company is looking for a Operations Analyst to join our team.

Responsibilities:

  • Entering long and short, net and gross exposures;
  • Enhancing transparency from marketable funds through 13-F detail and direct transparency;
  • Assisting with various other operational tasks as required;
  • Lead for coordinating and monitoring the action plans for resolution of reported issues;
  • Assist in the activation and reinforcement of the organization’s operational initiatives (including short and long-term projects, ongoing tasks, etc.);
  • The successful team member has a commitment to leveraging diversity and inclusion in support of quality care;
  • Develop client scopes of work and proposals;
  • Assist in solving problems that are manual and inefficient by using Salesforce and other technology platforms;
  • All Novant Health team members are responsible for fostering a safe patient environment driven by the principles of “First Do No Harm”;
  • Identify proactive measures to avoid production issues through process, procedures, training, and systems support;
  • Respond to high volume of incoming ticket requests;
  • Collaborate with internal business partners and service groups;
  • Communicating to COO and other management team members;
  • Support and execute operations processes in support of the Morningstar Managed Portfolios (SM) service and Global Operations initiative including;
  • Ability to work quickly and efficiently.

Requirements:

  • Bachelor’s degree;
  • Advanced proficiency with Excel sufficient to review and create complex formulas;
  • Lean Six Sigma;
  • Must communicate effectively internally and externally, exhibiting high focus on the customer;
  • Experience with the Salesforce application including dashboards and reporting tools in a business or academic environment highly preferred;
  • KPI development, analysis, and reporting;
  • Experience with data entry, data scrubbing, formatting data to fit templates, vlookups, and pivot tables;
  • Experienced facilitator familiar with conflict management and customer service;
  • Proven experience working in operations;
  • Assist in the activation and reinforcement of the organization’s operational initiatives (including short and long-term projects, ongoing tasks, etc.);
  • Experience and working knowledge of spreadsheet tools such as Excel or Google sheets;
  • Strong work ethic with the ability to work extended hours during critical periods;
  • Business analysis experience including writing test plans, testing and documenting results is a plus;
  • Good presentation and verbal communication skills;
  • Global Custodian Processes.