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.