Join a team that turns operational data into trusted decisions for our clients and partners. You will help safeguard client information, streamline account setup, and keep our processes running smoothly. Your work will directly reduce risk, improve accuracy, and shape how we operate at scale. Collaborate across teams, solve ambiguous problems, and see your ideas move from analysis to action. Grow your skills in data, reporting, and client operations with support from leaders who invest in your success.

As a Data Operations Analyst in Client Account Services, you partner with us to ensure client onboarding, confirmations, and settlement instructions are accurate, timely, and compliant. You use data to uncover patterns, validate integrity, and create actionable reports that improve decisions and outcomes. You collaborate with colleagues and stakeholders to resolve issues, refine procedures, and drive continuous improvement. You balance attention to detail with a proactive mindset to protect client data and deliver a reliable operational experience.

Job responsibilities

• Authenticate client requests and complete due diligence using documented procedures
• Open and maintain customer records across required systems with correct linkages and downstream impacts
• Maintain and update confirmation recipients and standard settlement instructions with zero tolerance for data errors
• Map accounts across systems and reconcile discrepancies to preserve data integrity
• Analyze operational data to identify issues, drive remediation, and propose process improvements
• Maintain and update standard operating procedures and ensure team adherence
• Validate and publish weekly management information reports and key metrics
• Track volumes and productivity, highlighting risks and trends to stakeholders
• Partner with teammates and stakeholders to meet shared objectives and resolve issues quickly
• Contribute ideas and implement improvements under the guidance of managers and team leads
• Ensure quality checks are in place and escalate risks promptly

Required qualifications, capabilities, and skills

• 2 years experience in operations, client onboarding, or trade support within financial services
• 2 years experience building or maintaining reports in Microsoft Excel, including formulas and pivot tables
• Working knowledge of data validation and reconciliation across multiple systems
• Demonstrated ability to follow documented procedures and maintain accurate records
• Strong attention to detail with proven accuracy in processing client information
• Clear written and verbal communication skills, including with global teams
• Ability to prioritize work, meet deadlines, and manage competing tasks
• Problem-solving skills with a proactive approach to issue identification and escalation
• Experience maintaining standard operating procedures and quality checks
• Understanding of settlement instructions and trade confirmations
• Familiarity with access-controlled environments and handling sensitive client data

Preferred qualifications, capabilities, and skills

• Experience with Microsoft Access or basic SQL for queries and data pulls
• Experience creating or maintaining simple macros to automate routine tasks
• Exposure to workflow documentation and business requirements for automation
• Familiarity with remediation projects and root-cause analysis
• Experience collaborating with overseas business partners or shared service centers
• Knowledge of trade lifecycle and settlement processes across markets
• Experience preparing management information reports and presenting insights to stakeholders

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.