Job Description
Day to day:
A client of Insight Global is looking for a Trade Services Operational Analyst to join their team of 9 in Cincinnati, OH. There will be in person training to learn and understand the operations within the Trade Services group. This person will be responsible for supporting a platform conversion by processing equity's and mutual fund execution orders. This includes supporting activities to convert that activity into a new platform as well as support account set ups. Once trained, this role will consist of processing about 50 trade tickets a day. The Operational Analyst will cross-check for discrepancies within account types and help confirm that trade reports are accurate and updated by ensuring correct coding is applied. This person must be highly organized to hit various deadlines, well versed in Excel, and comfortable working in a fast pace environment.
Required Skills & Experience
- Great Attitude, engagement, communication, attention to detail, energy, and work ethic!
-Highschool - with Work experience - 4 years exp. In banking, tellers, worked with clients/ customer service/ corp. office experience
-Excel - copy and paste and attention to detail
Nice to Have Skills & Experience
Bachelor's Degree or Associates with years of equivalent experience in Trades, Project Management (Business, Finance, Accounting, Economics or related fields)
· Banking/Finance industry experience
· Understanding and interest of Trades, 401K, Investments etc.
· Financial Operations, Data Analysis/Mapping, and/or Project Research Management experience
· Accounting experience
· Direct Securities background
Large Data/ Research Analysis on Projects
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.