Operations Analyst

Spectraforce Technologies - Salt Lake City, UT

Full-time - Entry Level

Salt Lake City, UT

1,001-5,000 employees

Administrative and Support Services

About the position

The Operations Analyst role within the PWM Margin Lending team focuses on monitoring margin exposure for Private Wealth Management clients. This position involves a combination of operational functions and value-added projects, requiring strong analytical skills and the ability to think creatively. Analysts will be expected to take ownership of processes, contribute ideas for improvement, and collaborate closely with various departments including Credit, Risk, and Sales.

Responsibilities

• Calculation and issuance of margin calls for PWM clientele.
• Validating and ensuring all margin calls are issued on a timely basis.
• Responding to all incoming queries and interacting with many different areas of the bank, particularly with Risk, Credit, and Technology.
• Proactively working on enhancing the team's process and controls.
• Resolution and escalation of all client disputes and queries.
• Project and initiative management and participation within the team and across all regions.

Requirements

• Strong organizational and multi-tasking skills to balance competing priorities and meet deadlines.
• Exceptional understanding of products, risks, controls and escalations process across Operations.
• Excellent problem solving skills; comfort dealing with large datasets and strong numerical aptitude.
• Motivated, enthusiastic and career focused. Strong motivation to succeed, both as an individual and as a team.
• Desire for continued improvement and new challenges, both on a business and personal level.
• Excel skills an advantage.
• Excellent communication and interpersonal skills with a strong appreciation of client service.
• Bachelor's Degree Required.

Nice-to-haves

• Good working knowledge of product flows and systems, including OTC derivatives and inter-company processes.