operations research analyst skills resume

Can’t keep your job search organized?

Track all your applications in one place with the Zippia extension for Chrome.

Operations Research Analyst skills for your resume and career

Operations research analysts need a variety of hard skills to excel in their role. These include expertise in programming languages such as Python, C+ and SQL, as well as the ability to analyze data and apply statistical methods. They must also be familiar with data visualization tools and be able to conduct co-op assignments. According to Dr. Claire Gilliland PhD , Assistant Professor at Furman University, "The skills we prioritize in sociology (generating research questions, thinking critically, examining social systems, analyzing multiple types of data) are all skills that are well-suited to multiple different careers, but it may require some translation to match the priorities of a particular field."

In addition to technical skills, operations research analysts must also possess soft skills such as the ability to communicate effectively and work well in a team. They must be able to present their findings in a clear and concise manner, both verbally and in writing. As Rick DelVecchio , Director of Career Development at Quinnipiac University, puts it, "Internships and experiential learning help you build a portfolio of skills and experiences that prove you can bring value to future organizations. Make the most of those opportunities and make sure your resume shows the impact you had."

15 operations research analyst skills for your resume and career

1. operations research.

Operations research is an interdisciplinary field that uses mathematical and analytical techniques to optimize decision-making in complex systems. Operations research analysts use operations research to analyze problems and provide solutions and evaluations. They use it to develop models and heuristic methods to solve problems (routing, packing, scheduling, network flow), and to support the mission of organizations. They also use operations research tools and techniques to support all phases of system analysis, cost analysis, and computer modeling. According to Professor Amir Ali Ahmadi , a Professor of Operations Research and Financial Engineering at Princeton University, "When faced with an operations research problem, first formulate the simplest possible mathematical model that captures the essence of the problem."

• Provided economic risk and operations research analyses supporting decision-making on major new initiatives, strategic planning and investment and spending priorities.
• Provide operations research and systems simulation analysis on the operational performance and effectiveness utilizing government approved simulation models.

Dod stands for the Department of Defense. Operations research analysts use dod in various ways. They may lead dod-sponsored computer simulation projects, track the federal budget cycle, and analyze the impacts of dod programs. They may also coordinate with other dod agencies, provide data sets, and support the development of dod systems.

• Project lead of DoD sponsored completed computer simulation projects.
• Tracked federal budget cycle and analyzed annual DOD POM, for impacts to programs of interest to US Strategic Command.

Python is a programming language that allows users to create software and automate tasks. Operations research analysts use Python for tasks such as data extraction and statistical analysis. They also use it for simulation and to develop online user profiling systems. As Pooyan Kazemian Ph.D. , Assistant Professor of Operations at Case Western Reserve University, puts it, "a working knowledge of programming languages such as R and Python are fundamental technical skills needed for most OR Analyst positions."

• Developed an online user profiling system in Python
• Created Python scripts to analyze data collected from testing log files and to verify instrument settings.

4. Statistical Analysis

Statistical analysis is a method of analyzing data to draw conclusions and identify patterns. Operations research analysts use statistical analysis to analyze information and develop practical solutions to business problems. They use statistical analysis to detect trends, lines of effort, and emerging Tactics, Techniques, and Procedures (TTP). They also use statistical analysis to determine the success of testing procedures and methods. For example, they may use statistical analysis to analyze data and write quantitative reports.

• Completed statistical analysis of the initial design verification process to further the development of an advanced energy surgical product.
• Traveled to various company locations to train users in newly developed programs for tracking financial consolidations and statistical analysis.

C++ is a programming language used for building applications, games, and other software. Operations research analysts use C++ to develop software that schedules paper machines and schedules real-time systems. They also use it to implement real-time systems.

• Developed software using Visual Studio Net in Visual Basic, C#, and C++.
• Developed and implemented real-time systems to schedule paper machines in C++.

6. Data Analysis

Data analysis is the process of examining and interpreting data to draw meaningful insights. Operations research analysts use data analysis to design and implement processes, develop predictive models, and generate statistics. They also conduct laboratory experiments, research, and analysis to understand the effects of new technology and the environment. They automate data queries and analysis operations, maintain data tables, and develop methods for streamlined reporting.

• Design and implement the data analysis processors for all simulation-based studies in air & missile and chemical-biological defense analyses.
• Performed data analysis and developed predictive models based on historical data in support of program and management objectives.

Choose from 10+ customizable operations research analyst resume templates

7. data collection.

Data collection is the process of gathering information from various sources to analyze and make informed decisions. Operations research analysts use data collection to improve the quality of internal reporting, integrate data into case management systems, and test platforms. They also train others on data collection processes and monitor data collection to ensure quality control.

• Worked cross-functionally to improve the quality of internal reporting by systematically integrating data collection into the case management system.
• Entered configuration file/instruction data into C4I operating systems and test platforms directing data reporting and data collection processes.

8. Visualization

Data visualization is the process of creating graphical representations of data to help people understand it better. Operations research analysts use data visualization to communicate metrics and insights to different departments. They also use it to show correlation intensities and create dashboards and reports. As Dr. Glenn Whitehouse , Associate Dean and Associate Professor at Florida Gulf Coast University, puts it, "Learn. Tableau for data visualization."

• Designed visualization components to show correlation intensities with Crystal Reports.
• Used different business intelligence and data visualization tools such as Spitfire and Excel to create dashboards and reports.

Matlab is a programming language used for scientific computing and data analysis. Operations research analysts use Matlab to create scripts that output requested charts and data for client-specific needs. They also leverage Matlab to simulate industry-standard figures and to develop prototypes for lowering radiation doses.

• Constructed Matlab scripts to output requested charts and data for client specific basis.
• Utilized enhanced firm-specific software in conjunction with MATLAB to simulate industry-standard figures.

10. Statistical Methods

Statistical methods are techniques used to analyze and interpret data. Operations research analysts use statistical methods to develop and evaluate alternative solutions to problems, analyze processes, identify improvement areas, and develop solutions. They also use statistical methods and data mining algorithms to analyze policy and strategic plan documentation. They apply these methods and software to format output to customer's requests and even tutor/mentor other analysts on statistical methods and computer programming.

• Develop and evaluate alternative solutions to problems using statistical methods/software and present to Program managers using power point.
• Apply scientific and statistical methods to analyze processes, identify improvement areas, and develop solutions.

Math is the study of numbers and their operations. Operations research analysts use math to model and analyze data to help companies solve problems and operate more efficiently. They use math skills to prepare team toolbox daily audits and weekly spreadsheets. As Professor Susan Barton of Brigham Young University Hawaii's Faculty of Math and Computing puts it, "With more advanced degrees in mathematics, the starting salary is even better. In the 2019 USA Today/Wall 24/7 report for top careers, for both salary and job satisfaction, six of the top 10 are closely related to mathematics and applied mathematics (#2 Mathematician, #3 University Professor, #5 Statistician, #7 Data Scientist, #9 Operations Research Analyst uses math to help companies solve problems and operate more efficiently, and #10 Actuary)."

• Utilized advanced financial math skills to mathematically model annuity policies for regression testing of annuity administration system.
• Experienced in the use of basic math in preparing team tool box daily audits and weekly spread sheets.

12. Emerging Technologies

Emerging technologies are new or evolving technologies with promising applications. Operations research analysts use emerging technologies to enhance warfighter capabilities, evaluate their application, and keep up with changing consumer behavior and evolving business models. They research these technologies to uncover trends and explore their impact on survival radios, workforce mobility, and other areas. As Travis Grosser Ph.D. , Associate Professor of Management at the University of Connecticut School of Business, says, "Understanding emerging technologies like artificial intelligence, blockchain/Web3, and data analytics will be increasingly valuable."

• Evaluated the application of emerging technologies and concepts to enhance warfighter capabilities against WMD.
• Serve as subject matter expert to provide direction and oversight in issues, emerging technologies, and coordination for action items.

13. Mathematical Models

A mathematical model is a mathematical expression that uses variables to describe a system or process. Operations research analysts use mathematical models to analyze and solve problems. They use these models to help management and decision-making, predict future budgetary expenditures, and identify issues. For example, they may use mathematical models to predict work-in-process times and develop algorithms to improve the process. They may also use models to evaluate the effectiveness of different strategies and to create fair and balanced schedules.

• Performed analysis for major phases of varied systems using mathematical models, instrumentation, modeling, and simulation.
• Applied quantitative analysis and Six Sigma practices to mathematical model the daily operations and formulated min-cost algorithms.

SQL is a programming language used for managing and manipulating data in relational databases. Operations research analysts use SQL to query and extract data from databases to prepare it for analysis. For example, they might use SQL to extract data from a database to analyze trends or develop models. They also use SQL to cleanse the data and create databases for other analysts.

• Developed SQL code to query the Bureau of Transportation Statistics historical airline database and prepare the data for the optimization model.
• Developed Extract Transform Load (ETL) procedures to integrate many data sources with SQL Server Integration Services (SSIS).

15. PowerPoint

PowerPoint is a popular presentation software that allows users to create engaging and interactive presentations. Operations research analysts use PowerPoint to create clear and concise project updates and presentations for high-level executives. They also use it to document the implementation of certain systems and to author and edit training manuals. As one operations research analyst put it, "Collaborated with project manager in creating PowerPoint presentation decks for Research Vice-President's quarterly meetings with Finance executives."

• Prepared clear and concise PowerPoint project updates and presentations for high level executives.
• Documented the implementation of IGS (PowerPoint).

5 Operations Research Analyst Resume Examples

Build a professional operations research analyst resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 5 + resume templates to create your operations research analyst resume.

What skills help Operations Research Analysts find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want. Get Started

What soft skills should all Operations Research Analysts possess?

Pooyan Kazemian Ph.D.

Assistant Professor of Operations, Case Western Reserve University

What hard/technical skills are most important for Operations Research Analysts?

What skills stand out on operations research analyst resumes, what operations research analyst skills would you recommend for someone trying to advance their career.

Amir Ali Ahmadi

Professor of Operations Research and Financial Engineering and Director of the Certificate Program in Optimization and Quantitative Decision Science, Princeton University

List of operations research analyst skills to add to your resume

The most important skills for an operations research analyst resume and required skills for an operations research analyst to have include:

• Operations Research
• Statistical Analysis
• Data Analysis
• Data Collection
• Visualization
• Statistical Methods
• Emerging Technologies
• Mathematical Models
• Linear Programming
• Scientific Methods
• Project Management
• Analytical Support
• Analyze Data
• Cost Analysis
• Analytical Methods
• Program Management
• Technical Reports
• Risk Analysis
• Systems Analysis
• Technical Expertise
• Software Development
• National Security
• Prototyping
• Process Improvement
• Cost Estimates
• Operational Test
• Simulation Models
• Test Methods
• Test Results

Updated April 25, 2024

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Operations Research Analyst Related Skills

• Analyst Skills
• Business Analyst Skills
• Business Analyst/Quality Analyst Skills
• Client Services Analyst Skills
• Co-Operations Internship Skills
• Data Scientist Skills
• Document Analyst Skills
• Graduate Research Associate Skills
• Information Analyst Skills
• Inventory Analyst Skills
• Inventory Control Analyst Skills
• Management Analyst Skills
• Operational Risk Analyst Skills
• Operations Analyst Skills
• Order Analyst Skills

Operations Research Analyst Related Careers

• Business Analyst
• Business Analyst/Quality Analyst
• Client Services Analyst
• Co-Operations Internship
• Data Scientist
• Document Analyst
• Graduate Research Associate
• Information Analyst
• Inventory Analyst
• Inventory Control Analyst
• Management Analyst
• Operational Risk Analyst
• Operations Analyst
• Order Analyst

Operations Research Analyst Related Jobs

• Analyst Jobs
• Business Analyst Jobs
• Business Analyst/Quality Analyst Jobs
• Client Services Analyst Jobs
• Co-Operations Internship Jobs
• Data Scientist Jobs
• Document Analyst Jobs
• Graduate Research Associate Jobs
• Information Analyst Jobs
• Inventory Analyst Jobs
• Inventory Control Analyst Jobs
• Management Analyst Jobs
• Operational Risk Analyst Jobs
• Operations Analyst Jobs
• Order Analyst Jobs

What Similar Roles Do

• What Does an Analyst Do
• What Does a Business Analyst Do
• What Does a Business Analyst/Quality Analyst Do
• What Does a Client Services Analyst Do
• What Does a Co-Operations Internship Do
• What Does a Data Scientist Do
• What Does a Document Analyst Do
• What Does an Information Analyst Do
• What Does an Inventory Analyst Do
• What Does an Inventory Control Analyst Do
• What Does a Management Analyst Do
• What Does an Operational Risk Analyst Do
• What Does an Operations Analyst Do
• What Does an Order Analyst Do
• What Does a Program Analyst Do
• Zippia Careers
• Computer and Mathematical Industry
• Operations Research Analyst
• Operations Research Analyst Skills

Browse computer and mathematical jobs

Operations Research Analyst Resume: Job Description, Sample & Guide

Create a standout operations research analyst resume with our online platform. browse professional templates for all levels and specialties. land your dream role today.

Embark on your next career venture with confidence using our expertly crafted Operations Research Analyst Resume Example. This article provides a comprehensive guide to showcasing your problem-solving prowess and analytical acumen, ensuring your application stands out in the competitive field of operations research. Dive in to discover how to highlight your strategic insights and optimize your resume for success!

We will cover:

• How to write a resume , no matter your industry or job title.
• What to put on a resume to stand out.
• The top skills employers from every industry want to see.
• How to build a resume fast with our professional Resume Builder .
• Why you should use a resume template

What does an Operations Research Analyst do?

• Analyze complex business and organizational problems to improve decision-making.
• Use statistical analysis, simulations, predictive modeling, or other methods to analyze information and develop practical solutions to business challenges.
• Apply mathematical models and quantitative methods to design systems and help decision-makers operate more efficiently and effectively.
• Collaborate with stakeholders to understand the scope of the problem and to gather necessary data for analysis.
• Develop and deploy optimization algorithms, machine-learning models, or computer simulations to predict outcomes and suggest actionable strategies.
• Interpret data and report findings to management, often through clear visualizations and presentations.
• Assist in decision-making by providing insights derived from the application of operations research techniques such as linear programming, queuing theory, or stochastic processes.
• Design and implement experiments or surveys to collect data and refine operational strategies for clients.
• Regularly evaluate the effectiveness of implemented strategies and models, making adjustments as needed.
• Stay up-to-date with the latest analytical tools and operations research methodologies to maintain cutting-edge problem-solving capabilities.
• Director Of Engineering Resume Sample
• Electrical Inspector Resume Sample
• Equipment Engineer Resume Sample
• 3D Modeler Resume Sample
• QA Software Tester Resume Sample
• Cad Designer Resume Sample
• Embedded Systems Engineer Resume Sample
• Electrical Designer Resume Sample
• Electrical Design Engineer Resume Sample
• Cad Drafter Resume Sample
• Process Control Engineer Resume Sample
• Metallurgist Resume Sample
• Gis Analyst Resume Sample
• Chemical Process Engineer Resume Sample
• Engineering Project Manager Resume Sample
• Chemist Resume Sample
• Telecom Engineer Resume Sample
• Cfd Engineer Resume Sample
• Civil Designer Resume Sample
• Asic Design Engineer Resume Sample

What are some responsibilities of an Operations Research Analyst?

• Analyze complex business problems and issues using mathematical, statistical, and other quantitative methods.
• Develop and apply models and simulations to support decision-making processes across various organizational functions.
• Collect and organize information from a variety of sources, such as computer databases, sales histories, or customer feedback.
• Use data mining, machine learning, optimization, and other analytical techniques to increase revenue, reduce costs, improve operations, and make more informed business decisions.
• Design, conduct and evaluate the results of surveys, experiments, or opinion polls to gather data.
• Prepare detailed reports for management and other stakeholders that explain the analysis process and its conclusions, along with actionable recommendations.
• Work closely with IT professionals to ensure the quality of electronic data gathering, and cooperate with them to design or improve systems that support data analytics.
• Test and validate the models to ensure their accuracy and reliability.
• Stay up-to-date with the latest operations research methods, software tools, and industry trends.
• Assist in the implementation of decision-support tools and the execution of recommended solutions across the organization.

Sample Operations Research Analyst Resume for Inspiration

Personal Details

Name: John Doe Address: 1234 Maple Street, Cityville, CA 12345 Phone: (123) 456-7890 Email: [email protected]

Professional Summary

John Doe is an experienced Operations Research Analyst with a strong background in data-driven decision-making and optimization. His expertise lies in the application of advanced analytical methods to improve organizational efficiency and profitability. John has a proven track record of leveraging statistical analysis and predictive modeling to solve complex operational challenges and deliver actionable insights for strategic planning.

Work Experience

Senior Operations Research Analyst - XYZ Corporation, Cityville, CA January 2018 - Present

Lead a team of analysts in streamlining company operations, resulting in a 15% reduction in costs and a 10% increase in profits. Pioneer the development and implementation of predictive analytics models that forecast trends and inform executive decisions.

Operations Research Analyst - ABC Inc., Techville, TX June 2014 - December 2017

Conducted deep-dive analyses into operational processes, identifying key areas for improvement. Collaborated with cross-functional teams to design and execute high-impact strategies that increased organizational effectiveness by 25%.

Master of Science in Operations Research University of Techville, Techville, TX 2012 - 2014

Bachelor of Science in Applied Mathematics Cityville University, Cityville, CA 2008 - 2012

• Data Analysis & Statistical Modeling
• Optimization Techniques
• Machine Learning Algorithms
• Project Management
• Software Proficiency (R, Python, SQL)

Certifications

• Certified Analytics Professional (CAP)
• Project Management Professional (PMP)
• English: Native proficiency
• Spanish: Advanced
• French: Intermediate

Resume tips for Operations Research Analyst

Creating a perfect, career-launching resume is no easy task. Following general writing rules can help, but it is also smart to get advice tailored to your specific job search. When you’re new to the employment world, you need Operations Research Analyst resume tips. We collected the best tips from seasoned Operations Research Analyst - Check out their advice to not only make your writing process easier but also increase your chances of creating a resume that piques the interest of prospective employers.

• Highlight your analytical skills by detailing specific projects where you utilized operations research methodologies like linear programming, simulation, or statistical analysis to solve complex problems.
• Showcase your proficiency with relevant software and programming languages such as Python, R, MATLAB, or specialized tools like CPLEX or Gurobi for optimization.
• Emphasize your ability to communicate complex findings to stakeholders by mentioning any experience preparing reports or presentations that translate technical results into actionable business insights.
• Demonstrate your knowledge in industry-specific applications by mentioning projects in areas such as logistics, supply chain management, scheduling, or risk analysis.
• Include any collaborations with cross-functional teams and how you contributed to decision-making processes, explaining your role in the context of larger organizational goals.

Operations Research Analyst Resume Summary Examples

A resume summary or objective for an operations research analyst is crucial as it provides a concise highlight of one's professional skills, experience, and goals, tailored to align with the role applied for. It captures the attention of hiring managers by showcasing the unique value the candidate brings to the table. This helps to differentiate the applicant from others and establishes their suitability for the position effectively within the initial seconds of review. For Example:

• Analytical Operations Research Analyst with 5+ years experience in data analytics, optimization modeling, and problem-solving in logistics and supply chain management.
• Detail-oriented professional with expertise in statistical analysis and predictive modeling to support decision-making processes in finance.
• Skilled in developing and implementing innovative solutions for complex operational challenges in healthcare, reducing costs and improving efficiency.
• Resourceful Operations Research Analyst proficient in software like CPLEX and Python for simulation studies in manufacturing sector.
• Results-driven analyst with a talent for algorithm design and project management, ensuring streamlined operations in the transportation industry.

Build a Strong Experience Section for Your Operations Research Analyst Resume

Building a strong experience section for an Operations Research Analyst resume is crucial because it showcases your practical expertise and demonstrates your ability to apply analytical methods to solve complex problems. It provides evidence of your proficiency in data analysis, mathematical modeling, and decision-making, which are essential skills in the field. This section also allows employers to assess your track record of success and the impact you've made in previous roles, thus increasing your chances of securing an interview. For Example:

• Analyzed data trends and delivered optimization strategies that reduced operational costs by 15% over two quarters.
• Developed and implemented complex predictive models to forecast inventory needs, achieving a 20% improvement in supply chain efficiency.
• Led a team of analysts in a large-scale project to revamp company-wide scheduling, resulting in a 25% increase in workforce productivity.
• Employed advanced statistical techniques to inform senior management of risk assessment findings, influencing key decision-making processes.
• Conducted thorough market research to identify and exploit opportunities for process improvements that enhanced customer satisfaction by 30%.
• Utilized programming skills in Python and R to automate data collection and analysis procedures, saving approximately 200 hours of manual work per year.
• Collaborated with cross-functional teams to design and execute A/B testing models which subsequently raised the conversion rates by 10%.
• Pioneered the integration of machine learning algorithms into operational analysis leading to more accurate demand forecasting.
• Managed the interpretation and reporting of performance metrics, providing actionable insights to stakeholders that resulted in streamlining operations.
• Facilitated workshops and training sessions on the use of data visualization tools, significantly improving the data literacy of the operations team.

Operations Research Analyst resume education example

Operations Research Analysts typically need at least a bachelor's degree to enter the field. The most relevant majors for this profession are: 1. Operations Research 2. Mathematics or Applied Mathematics 3. Industrial Engineering 4. Statistics 5. Computer Science 6. Economics These programs usually include coursework in mathematical methods, statistical analysis, computer science, optimization, decision analysis, simulation, and predictive modeling. Understanding the software tools, databases, and programming languages used in data analysis is also critical. For more advanced positions, or to work in research and development, a master's degree or Ph.D. might be required. Advanced degrees are usually in the same areas as bachelor's degree fields but with a more significant focus on complex modeling, computational skills, and in-depth research projects. In addition to formal education, Operations Research Analysts should have good analytical skills, be able to communicate effectively with stakeholders, and possess critical-thinking and problem-solving capabilities. Continuing education through certifications, workshops, and courses is also beneficial in this rapidly evolving field, which often involves staying up-to-date with the latest methodologies, software, and technologies. Professional certifications, such as the Certified Analytics Professional (CAP) or the Operations Research and Analytics Certified Analyst (ORACA) designation, though not typically required, can enhance a candidate's job prospects and credibility in the field. Here is an example of an experience listing suitable for a Operations Research Analyst resume:

• Master of Science in Operations Research - XYZ University, 2019-2021
• Bachelor of Science in Applied Mathematics - ABC College, 2015-2019
• Certification in Data Analysis & Statistical Software - Online MOOC Platform, 2020
• Relevant Coursework: Linear Programming, Stochastic Models, Simulation, Optimization Techniques

Operations Research Analyst Skills for a Resume

Adding skills to an Operations Research Analyst resume is crucial because it showcases the candidate's ability to apply mathematical and analytical methods to help organizations make better decisions, optimize processes, and improve overall efficiency. Highlighting relevant skills demonstrates expertise, conveys value to potential employers, and can differentiate the applicant from other candidates by aligning their specific proficiencies with the requirements of the position they are applying for. Soft Skills:

• Problem-Solving Abilities
• Analytical Thinking
• Attention to Detail
• Effective Communication
• Team Collaboration
• Adaptability
• Critical Thinking
• Time Management
• Decision-Making
• Creative Innovation
• Statistical Analysis
• Data Mining
• Mathematical Modeling
• Simulation Modeling
• Machine Learning
• Programming (Python/R)
• Database Management
• Linear Programming

Common Mistakes to Avoid When Writing an Operations Research Analyst Resume

In this competitive job market, employers receive an average of 180 applications for each open position. To process these resumes, companies often rely on automated applicant tracking systems, which can sift through resumes and eliminate the least qualified applicants. If your resume is among the few that make it past these bots, it must still impress the recruiter or hiring manager. With so many applications coming in, recruiters typically give each resume only 5 seconds of their attention before deciding whether to discard it. Considering this, it's best to avoid including any distracting information on your application that could cause it to be thrown away. To help make sure your resume stands out, review the list below of what you should not include on your job application.

• Not including a cover letter. A cover letter is a great way to explain why you are the best candidate for the job and why you want the position.
• Using too much jargon. Hiring managers do not want to read a resume full of technical terms that they do not understand.
• Omitting important details. Make sure to include your contact information, educational background, job history, and any relevant skills and experiences.
• Using a generic template. Take the time to customize your resume to the job you are applying for. This will show the employer that you are serious about the position.
• Spelling and grammar errors. Always double-check your resume for typos, spelling mistakes, and grammar errors.
• Focusing too much on duties. Make sure to include accomplishments and successes to show the employer that you are a great candidate.
• Including personal information. Avoid including any personal information such as age, marital status, or religious beliefs.

Key takeaways for a Operations Research Analyst resume

• Expertise in mathematical modeling, statistical analysis, and problem-solving techniques.
• Proven ability to translate complex data into actionable insights and strategies.
• Proficient with optimization software (e.g., CPLEX, Gurobi) and programming languages (Python, R, MATLAB).
• Experience with data visualization tools (Tableau, Power BI) to communicate findings effectively.
• Knowledge of machine learning methods for predictive analytics and decision-making support.
• Background in operations research methods like linear programming, simulation, and decision analysis.
• Demonstrated skills in project management and cross-functional collaboration.
• Honed ability to communicate technical information to non-technical audiences.
• Track record of success in improving operational efficiency and supporting strategic initiatives.
• Advanced degree in Operations Research, Mathematics, Statistics, or related field.
• Experience in industry-specific applications such as supply chain optimization, logistics, or healthcare analytics.
• Continuous education and certification in relevant analytical techniques and tools.
• Ability to identify and implement appropriate operations research techniques to address real-world business challenges.
• Commitment to staying updated with the latest operations research trends and technologies.
• Excellent critical thinking and organizational skills with a detail-oriented mindset.

Privacy preference center

We care about your privacy

When you visit our website, we will use cookies to make sure you enjoy your stay. We respect your privacy and we’ll never share your resumes and cover letters with recruiters or job sites. On the other hand, we’re using several third party tools to help us run our website with all its functionality.

But what exactly are cookies? Cookies are small bits of information which get stored on your computer. This information usually isn’t enough to directly identify you, but it allows us to deliver a page tailored to your particular needs and preferences.

Because we really care about your right to privacy, we give you a lot of control over which cookies we use in your sessions. Click on the different category headings on the left to find out more, and change our default settings.

However, remember that blocking some types of cookies may impact your experience of our website. Finally, note that we’ll need to use a cookie to remember your cookie preferences.

Without these cookies our website wouldn’t function and they cannot be switched off. We need them to provide services that you’ve asked for.

Want an example? We use these cookies when you sign in to Kickresume. We also use them to remember things you’ve already done, like text you’ve entered into a registration form so it’ll be there when you go back to the page in the same session.

Thanks to these cookies, we can count visits and traffic sources to our pages. This allows us to measure and improve the performance of our website and provide you with content you’ll find interesting.

Performance cookies let us see which pages are the most and least popular, and how you and other visitors move around the site.

All information these cookies collect is aggregated (it’s a statistic) and therefore completely anonymous. If you don’t let us use these cookies, you’ll leave us in the dark a bit, as we won’t be able to give you the content you may like.

We use these cookies to uniquely identify your browser and internet device. Thanks to them, we and our partners can build a profile of your interests, and target you with discounts to our service and specialized content.

On the other hand, these cookies allow some companies target you with advertising on other sites. This is to provide you with advertising that you might find interesting, rather than with a series of irrelevant ads you don’t care about.

Operations Research Analyst Resume Example

Get more job offers and find ideas for your new resume with this modifiable Operations Research Analyst resume example. Use this resume sample as it is or try to redesign it using our professional resume maker.

Related resume guides and samples

How to craft an appealing administration resume?

How to create a professional facilities manager resume

How to write an effective front desk receptionist resume?

How to build an effective office staff resume

How to build an effective personal assistant resume?

Operations Research Analyst Resume Example (Full Text Version)

Oliviero valle.

Results-focused Operations Research Analyst with a Bachelor's degree in Business & Management with Computer Science from the University of Glasgow. Demonstrated track record of surpassing goals and achieving exceptional results. Equipped with 3 years of extensive industry experience and strong leadership abilities. Proven ability to thrive in high-pressure environments while collaborating effectively within teams.

Work experience

• Monitored and evaluated company operational expenses to identify opportunities for improvement.
• Developed and implemented new cost estimation efficiency models.
• Clarified management objectives and business targets, trained and supervised new personnel.
• Identified and resolved operational issues, maintained and managed pertinent documents and files.
• Recognized with the Employee of the Month Award for exceptional academic achievements and meeting assigned goals.
• Achieved First Class Honours, ranking in the top 4% of the Programme
• Actively participated in Clubs and Societies including Marketing Society, Physics Society, and Tennis Club
• Achieved Distinction in IB Diploma Programme with Grade 1 (A/excellent equivalent) in all 6 subjects
• Received the 2011 Principal's Award for exceptional academic achievements
• Participated in Extracurricular Activities including Business Club, Math Society, and Swimming Club.

Volunteering

Certificates.

Milan Šaržík, CPRW

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

Edit this sample using our resume builder.

Let your resume write itself — with ai..

Similar job positions

Business Development Procurement Entrepreneur / Business Owner Investor Front Desk Receptionist Consulting Startup Facilities Manager Office Staff Account Manager Personal Assistant Administration

Related administrative resume samples

Related business development cover letter samples

Let your resume do the work.

Join 5,000,000 job seekers worldwide and get hired faster with your best resume yet.

• • Developed automated tracking system, resulting in 25% reduction in operational error
• • Managed PNL reconciliation, decreasing discrepancies by 30%
• • Helped to facilitate the onboarding of 50+ counterparties
• • Led internal projects to advance interdepartmental business goals and streamline processes
• • Optimized trade matching and booking capturing 99% trade accuracy rate
• • Communicated efficiently with several departments to solve problems and create operational solutions
• • Effectively managed and enhanced existing infrastructure, improving systems efficiency by 20%
• • Participated in the development of new risk management tools
• • Performed detailed cost reconciliation

5 Operations Analyst Resume Examples & Guide for 2024

Your operations analyst resume must clearly showcase your analytical skills. Highlight your ability to interpret complex data and improve operational systems. Demonstrate your problem-solving expertise. On your resume, include specific examples of how your interventions enhanced efficiency and productivity.

All resume examples in this guide

Traditional

Resume Guide

Crafting a stellar operations analyst resume format, guide to your most impressive operations analyst resume experience section, highlighting your hard and soft skills on your operations analyst resume, the importance of your certifications and education on your operations analyst resume, summary or objective: maximizing the impact of the top third of your resume, four additional sections to consider for your operations analyst resume, key takeaways.

One specific challenge faced by Operations Analysts when crafting their resumes is effectively showcasing their analytical skills and experience in improving operational efficiency, given the broad and often complex nature of their work. Our guide can assist in addressing this challenge by providing clear examples and a structured format to help you present your accomplishments and skill set in a concise, yet comprehensive manner, making it easier for potential employers to understand and appreciate your capabilities.

Dive into our operations analyst resume guide to:

• Explore top-tier resume examples, offering insights into the industry's best practices.
• Enhance sections like experience, education, and achievements with expert advice.
• Articulate your technical prowess and personal attributes, setting you apart from other candidates.
• Sharpen your focus on the distinct skills that make your operations analyst resume resonate with recruiters.

Recommended reads:

• Online Business Owner resume
• Construction Business Owner resume
• Cleaning Business Owner resume
• Operations Associate resume
• Small Business Owner resume

Navigating the maze of resume formatting can be challenging. But understanding what recruiters prioritize can make the process smoother.

Wondering about the optimal format, the importance of certain sections, or how to detail your experience? Here's a blueprint for a polished resume:

• Adopt the reverse-chronological resume format . By spotlighting your latest roles upfront, you offer recruiters a snapshot of your career trajectory and recent accomplishments.
• Your header isn't just a formality. Beyond basic contact information, consider adding a link to your portfolio and a headline that encapsulates a significant achievement or your current role.
• Distill your content to the most pertinent details, ideally fitting within a two-page limit. Every line should reinforce your candidacy for the operations analyst role.
• To preserve your resume's layout across different devices and platforms, save it as a PDF.

Upload your resume

Drop your resume here or choose a file . PDF & DOCX only. Max 2MB file size.

Keep your operations analyst resume clear and concise. Top professionals narrate their career stories while highlighting their strengths.

Must-have sections on a operations analyst resume:

• A header to list your job title and contact information
• A resume summary or objective which highlights your top career achievements
• A detailed experience section where you emphasize the breadth of your expertise
• A skills box to put the spotlight on your social talents and technical strengths
• An education and certifications section which features your qualifications

What recruiters want to see on your resume:

• Experience in Operations Analysis: This refers to past experience or roles that have required operations analysis skills such as project management, workflow design, and process improvement.
• Quantitative Skills: Ability to work with large data sets, use statistical analysis tools, and make data-driven business decisions are highly valued.
• Problem-Solving Abilities: Operations analysts should have excellent problem-solving skills, including the ability to identify issues and develop efficient solutions.
• Technical Proficiency: Familiarity with operations software (e.g., ERP systems) and data analysis tools (like Excel, SQL, or Python) is crucial.
• Communication Skills: The role often requires conveying complex information in an understandable way to various stakeholders, thus strong written and verbal communication skills are essential.
• Resume Layout

When it comes to your resume experience , stick to these simple, yet effective five steps:

• Show how your experience is relevant by including your responsibility, skill used, and outcome/-s;
• Use individual bullets to answer how your experience aligns with the job requirements;
• Think of a way to demonstrate the tangible results of your success with stats, numbers, and/or percentages ;
• Always tailor the experience section to the operations analyst role you're applying for - this may sometimes include taking out irrelevant experience items;
• Highlight your best (and most relevant) achievements towards the top of each experience bullet.

You're not alone if you're struggling with curating your experience section. That's why we've prepared some professional, real-life operations analyst resume samples to show how to best write your experience section (and more).

• Conducted data analysis and generated reports to optimize operational efficiency resulting in a 15% reduction in production costs.
• Implemented process improvements, streamlining supply chain operations and reducing lead time by 20%.
• Collaborated with cross-functional teams to develop and implement inventory management strategies, reducing stock-outs by 25%.
• Utilized statistical modeling to forecast demand and optimize inventory levels, resulting in a 10% decrease in excess inventory.
• Led a team of analysts in identifying and resolving operational bottlenecks, increasing overall productivity by 12%.
• Analyzed customer feedback data to identify trends and recommended improvements, resulting in a 30% increase in customer satisfaction.
• Designed and implemented key performance indicators (KPIs) to monitor and measure operational performance, leading to a 25% improvement in efficiency.
• Developed and maintained operational dashboards for real-time monitoring of critical metrics, facilitating proactive decision-making.
• Assisted in the implementation of a new CRM system, training staff and optimizing workflows resulting in a 20% reduction in response time.
• Conducted cost-benefit analyses on proposed process changes, enabling informed decision-making and cost savings of $100,000 annually.
• Performed data mining and trend analysis to identify opportunities for cost reduction, resulting in annual savings of $500,000.
• Collaborated with operations teams to develop and implement lean manufacturing processes, increasing production capacity by 30%.
• Conducted time and motion studies to optimize resource allocation, reducing labor costs by 15%.
• Assisted in the implementation of an ERP system, leading end-user training sessions and ensuring seamless transition resulting in improved process efficiency.
• Developed and maintained operational documentation, standard operating procedures (SOPs), and work instructions, improving process consistency.
• Analyzed market data and identified growth opportunities resulting in a successful expansion into new regions, generating $1 million in revenue.
• Developed and implemented demand forecasting models utilizing advanced statistical techniques, improving accuracy by 20%.
• Collaborated with sales and marketing teams to develop pricing strategies based on market analysis, resulting in a 10% increase in profit margins.
• Managed vendor relationships and negotiated contracts, achieving cost savings of $200,000 annually.
• Led cross-functional teams in project management and execution of process improvement initiatives, reducing cycle time by 25%.
• Implemented machine learning algorithms to automate data analysis processes, reducing processing time by 50%.
• Developed and maintained SQL-based databases for operational data storage, enabling efficient data retrieval and analysis.
• Conducted root cause analysis of operational issues and developed corrective action plans, resulting in a 20% reduction in customer complaints.
• Collaborated with IT teams to implement cybersecurity measures and ensure data integrity and protection.
• Provided training and guidance to junior analysts, improving team productivity and knowledge sharing.
• Developed and implemented quality management systems, resulting in an overall defect rate reduction of 30%.
• Conducted process audits and identified areas for improvement, leading to a 25% increase in process compliance.
• Collaborated with cross-functional teams to design and implement performance measurement frameworks, enabling data-driven decision-making.
• Led continuous improvement projects utilizing Lean Six Sigma methodologies, resulting in $300,000 annual cost savings.
• Developed and delivered training programs on operational best practices, enhancing employee skills and knowledge.
• Analyzed supply chain data and identified opportunities for inventory optimization, reducing holding costs by 15%.
• Implemented demand planning tools and processes, resulting in a 20% improvement in forecast accuracy.
• Collaborated with logistics providers to streamline transportation operations, reducing lead time by 10%.
• Developed and monitored key performance indicators (KPIs) to track operational performance and drive continuous improvement.
• Led cross-functional teams in the implementation of a new warehouse management system, increasing order fulfillment efficiency by 25%.
• Conducted comprehensive data analysis to identify cost-saving opportunities resulting in annual savings of $1.2 million.
• Developed and implemented inventory optimization strategies, reducing stock-outs by 30%.
• Collaborated with finance teams to perform financial feasibility analyses for proposed operational initiatives.
• Led cross-functional teams in process improvement projects, resulting in a 15% increase in productivity.
• Provided recommendations for operational risk mitigation and ensured compliance with regulatory requirements.
• Utilized advanced data analytics techniques to identify patterns and trends, enabling proactive operational decision-making.
• Implemented robotic process automation (RPA) solutions, reducing manual effort and improving accuracy by 20%.
• Collaborated with cross-functional teams to develop and implement business intelligence dashboards, providing real-time visibility into operational performance.
• Analyzed customer behavior data and developed segmentation strategies, resulting in a 10% increase in targeted marketing effectiveness.
• Led process reengineering initiatives to streamline operations, reducing cycle time by 30%.
• Conducted time series analysis and predictive modeling to optimize workforce planning, resulting in a 15% reduction in employee turnover.
• Developed and maintained data visualization dashboards for operational reporting and performance tracking.
• Collaborated with HR teams to develop and implement talent management strategies, improving employee engagement by 20%.
• Led cross-functional teams in the implementation of a new HRIS system, streamlining HR processes and increasing data accuracy.
• Performed cost analyses on employee benefit programs, resulting in $100,000 annual cost savings.

Quantifying impact on your resume

• Include the number of projects you have managed, as this quantifies your experience and shows the breadth of your responsibilities.
• List any cost-saving measures you've implemented in terms of percentage or dollar amount saved, demonstrating your ability to bring financial value to the organization.
• Specify the size of teams you've worked with or coordinated, offering insight into your leadership and collaboration skills.
• Note the number of reports you've created or managed over a certain period, underlining your capability to handle a substantial workload.
• Mention the percentage increase in operational efficiency you've achieved through your strategies, showcasing your ability to improve processes.
• Highlight the volume of data you have analyzed, indicating your capacity to work with large datasets and extract meaningful insights.
• State the frequency of meetings or presentations you've held with executives, proving your ability to communicate effectively with high-level stakeholders.
• Indicate the scale of budgets you have managed, providing evidence of your financial acumen and responsibility.

No experience, no problem: writing your operations analyst resume

You're set on the operations analyst role of your dreams. Yet, you have little to no work experience . Here's how you can curate your resume to substitute your lack of experience:

• Don't list every single role you've had so far, but focus on the ones that align with the job you're applying for
• Include any valid experience in the field - whether it's a university research project, or a summer internship
• Highlight the soft skills you're bringing along - those that will have an added value to your application.
• Focus on your education and certifications, especially if they make sense for the role.
• Resume Keywords
• Resume Buzzwords

Boost your resume by focusing on the practical aspects of each job requirement. While it's good to have job-related keywords on your resume, ensure they're backed by action verbs and quantifiable data. This gives recruiters a clear picture of your operations analyst professional journey.

The skills section of your operations analyst resume should showcase your capabilities that align with job requirements.

Your hard skills , or technical skills, demonstrate your proficiency with technological innovations and specific software. On the other hand, your soft skills illustrate how you'd excel in the workplace environment with personal attributes like resilience, negotiation, and organization.

For a well-rounded operations analyst resume, it's essential to include both. Here's how to craft a standout skills section:

• Prioritize skills listed at the top of the job advert.
• Highlight unique skills you've honed over time.
• Choose soft skills that resonate with the company or department culture.
• Address essential job requirements by listing key skills for the operations analyst role that haven't been mentioned elsewhere in your resume.

Check out our sample skill list for operations analyst to get ideas on the most sought-after hard and soft skills in the industry.

Top skills for your operations analyst resume

Data Analysis

Process Improvement

Project Management

Strategic Planning

Operational Oversight

Risk Management

Supply Chain Management

Financial Reporting

Microsoft Office Suite (Excel, PowerPoint, Word)

Business Intelligence Tools (Tableau, Power BI)

Communication

Problem-Solving

Attention to Detail

Critical Thinking

Time Management

Adaptability

Decision Making

Negotiation

Sometimes, basic skills mentioned in the job ad can be important. Include them in your resume, but don't give them too much space.

Pay attention to the resume education section . It can offer clues about your skills and experiences that align with the job.

• List only tertiary education details, including the institution and dates.
• Mention your expected graduation date if you're currently studying.
• Exclude degrees unrelated to the job or field.
• Describe your education if it allows you to highlight your achievements further.

Your professional qualifications: certificates and education play a crucial role in your operations analyst application.

They showcase your dedication to gaining the best expertise and know-how in the field.

Include any diplomas and certificates that are:

• Listed within the job requirements or could make your application stand out
• Niche to your industry and require plenty of effort to obtain
• Helping you prepare for professional growth with forward-facing know-how
• Relevant to the operations analyst job - make sure to include the name of the certificate, institution you've obtained it at, and dates

Both your certificates and education section need to add further value to your application.

That's why we've dedicated this next list just for you - check out some of the most popular operations analyst certificates to include on your resume:

Best certifications to list on your resume

• Certified Supply Chain Professional (CSCP) - APICS
• Certified Business Analysis Professional (CBAP) - IIBA
• Certified Information Systems Security Professional (CISSP) - (ISC)²
• Professional in Business Analysis (PBA) - GAQM
• Tableau Desktop Certified Professional - Tableau
• AWS Certified Big Data - Specialty - AWS

If you have plenty of certifications, prioritize the most relevant and industry-recognized ones. Arrange them based on their relevance to the job at hand.

• Coursework on Resume
• Major Minor on Resume

The top third of your operations analyst resume is crucial. It's often the first thing recruiters see and can set the tone for the rest of your application.

Whether you choose a resume summary or a resume objective , make it count. The former is great for showcasing career highlights, while the latter balances your achievements with your future aspirations.

Both should be tailored to the role, as there's no universal approach to crafting the perfect operations analyst summary or objective. Use the examples below as a starting point.

Resume summary and objective examples for a operations analyst resume

• With over 8 years of experience as an Operations Analyst in the manufacturing sector, I've honed my expertise in data analysis and project management to efficiently streamline operational procedures. Culminated in a 20% increase in overall productivity at XYZ Manufacturing through strategic implementation of Lean principles.
• As an accomplished Analyst in the finance sector for a decade, my proficiency in utilizing SQL and Excel for data processing has been pivotal in shaping decision-making processes. Transitioning into operations analysis, I bring forth my significant achievement of bolstering revenue by 30% at ABC Bank.
• Dynamic professional with a 5-year tenure in supply chain management eager to leverage my skill set in a new arena as an Operations Analyst. Possess superior knowledge in ERP systems and Six Sigma methodologies, and a proven track record in reducing order processing time by 35% in DEF Corporation.
• Experienced IT professional with over 7 years of experience, seeking to apply my strong understanding of data analytics tools and business process improvement in the field of Operations Analysis. Instrumental in implementing a data-driven decision framework that enhanced efficiency by 25% in GHI Tech.
• Ambitious graduate with a degree in Business Analytics looking forward to applying my theoretical knowledge and enthusiasm into real-world operations analysis. Equipped with a solid foundation in statistical analysis tools and keen on contributing towards organizational efficiency and effectiveness.
• Recent Computer Science graduate eager to delve into the world of Operations Analysis. Offering a strong background in programming languages like Python and Java, and aiming to employ these skills to enhance operational efficiency by harnessing the power of data.

To give a fuller picture of who you are, consider adding these sections to your operations analyst resume:

• Awards - to showcase your achievements.
• Interests - to share passions outside of work.
• Publications - to highlight your contributions to the field.
• Projects - to spotlight significant accomplishments, even those outside of traditional work settings.
• Your resume's layout should be both visually appealing and content-rich.
• Emphasize achievements that resonate with the job's requirements.
• Detail your skills, both technical and interpersonal, with real-world examples.
• Ensure the top section of your resume provides a clear snapshot of who you are and what you offer.
• When detailing experience, focus on tasks, actions, and their outcomes.

Looking to build your own Operations Analyst resume?

• Resume Examples

How to Organize Your Resume in 2023? [+ Resume Examples]

Past or present tense on resume: what should i use, why is my resume getting rejected, how to list expected graduation date on your resume, do you indent paragraphs in a cover letter, how do you list employee of the month on your resume.

• Create Resume
• Terms of Service
• Privacy Policy
• Cookie Preferences
• Resume Templates
• AI Resume Builder
• Resume Summary Generator
• Resume Formats
• Resume Checker
• Resume Skills
• How to Write a Resume
• Modern Resume Templates
• Simple Resume Templates
• Cover Letter Builder
• Cover Letter Examples
• Cover Letter Templates
• Cover Letter Formats
• How to Write a Cover Letter
• Resume Guides
• Cover Letter Guides
• Job Interview Guides
• Job Interview Questions
• Career Resources
• Meet our customers
• Career resources
• English (UK)
• French (FR)
• German (DE)
• Spanish (ES)
• Swedish (SE)

© 2024 . All rights reserved.

Made with love by people who care.

Build my resume

• Build a better resume in minutes
• Resume examples
• 2,000+ examples that work in 2024
• Resume templates
• 184 free templates for all levels
• Cover letters
• Cover letter generator
• It's like magic, we promise
• Cover letter examples
• Free downloads in Word & Docs

3 Operations Analyst Resume Examples For 2024

Operations Analyst Resume

Formal operations analyst resume, elegant operations analyst resume.

• Operations Analyst Resume Writing 101

You improve business operations by analyzing data on current procedures and policies, assessing the fine details and hunting down opportunities for improvement. The reports and recommendations that you provide post-analysis are second nature to you, too!

But you might still have some questions about creating a cover letter or writing a resume . How long should it be, and how do you make sure you don’t leave out anything important?

Don’t worry: We’ve been helping analysts and specialists like you land excellent jobs for years. Our resume templates like these three time-tested operations analyst samples will help you get started.

Microsoft Word

Google Docs

Related resume examples

• System analyst
• Business intelligence analyst
• Entry-level business analyst
• Senior business analyst
• Business analyst

What Matters Most: Your Skills & Work History

Your whole “thing” is conducting in-depth analysis of success indicators for the business you work for, and then applying those learnings: “How well are the current operations performing, and how can I improve the strategy?” Recruiters want to see that you have the niche skills required to make this happen.

General abilities like “communication” and “computer skills” should be a given for a pro like you, and nothing that vague should go on your resume skills section ! It’s time to get specific.

Go beyond interpersonal skills to clarify how you apply them within your role. List programs, strategic elements, and software tools by name.

Here’s what we mean:

9 Best Operations Analyst Skills

• Google Sheets
• Time Management
• Statistical Analysis

Sample operations analyst work experience bullet points

Those skills make an excellent introduction, but recruiters want to dive into the next chapter of your story: How do you utilize those skills to their fullest potential? How have you applied your analytical, detail-oriented mindset on the job to exceed expectations?

You can get some inspiration from our sample resumes , but basically, you’ll want to share what you did, why you did it, how you did it, and how it helped . In other words: How did you create success, and how does that success leave a measurable, positive impact within your field?

That’s right: Measurable impact! You never want to turn in a resume without quantifiable data that shows what a difference you can make. Recruiters need solid metrics for your experience and accomplishments.

Here are some examples:

• Implemented cross-functional, cross-regional design and implementation of 31+ strategic end-to-end supply chain capability enhancements, boosting revenue by 16%
• Established strategies for service improvements and executed performance with 98% accuracy in reporting
• Owned 90% of the Incident, Request, Change, and Escalation processes related to Core Ops support, ensuring customer satisfaction ratings of 87% or higher on average
• Ensured all systems, methodologies, and procedures were followed with a 0.5% error rate, reducing unnecessary manual labor by 12 hours per month

Top 5 Tips for Your Operations Analyst Resume

• Whenever you can do so in your experience section, try to name specific tools, such as Tableau or SQL, that you used to work your magic. You don’t have to give away all your secrets, but recruiters need at least a glimpse of how you use tech to get things done.
• Place a special emphasis on the experience points you’d be most comfortable discussing in an interview. If you’ve got a proven track record of implementing successful changes or you shine when training employees on new procedures, spend a lot of your time there. That way, recruiters will be more likely to give you a chance to expound upon your strongest points in an interview.
• Results and success metrics are the core of your role as an operations analyst since they play against one another in the business’ perpetual learning cycle. Whenever you can, provide metrics that can scale over time, such as growth percentages or reduced labor hours.
• We know: It can be tempting to pack as much info as possible into every bullet point. But make sure you avoid dragging on! Keep each achievement as concise as possible to pack the best punch, and save further details for your BA cover letter .
• Ensure that your resume’s readability is top-notch. Your resume format will work best when it’s organized in reverse-chronological order. This keeps your most recent operations analyst position at the top, so hiring managers can see relevant experience and increased responsibility from you.

How to Write an Operations Analyst Resume

If you were to perform cost analysis on production processes, you’d want to present your recommendations in an easily understandable format. The same is true for operations analyst resumes. Choose an organized template that’s well-spaced, uses bullet points, and has easily readable 12-14 point fonts.

Operations analysts handle a lot behind the scenes to make data-based recommendations. Therefore, focusing on technical skills like using Lucidchart and performing statistical analysis is important to show how you achieve great results.

You should use your analytical skills to optimize your resume with metrics-based bullet points that show data from your achievements that will be important to businesses. For instance, you could explain how you improved shipping routes to get products processed and delivered 45% faster.

When you’re reviewing the numbers, it’ll be important that you perform accurately to ensure all the process improvement measures you implement are successful. Show that accuracy right away by submitting a resume free of grammatical errors.

Do you want to emphasize the impact that skills like using AirTable will have? Using an active voice will help. To start, use action words like “organized” or “presented.” Then, you can put it all together by saying how you “organized pricing data in AirTable to help marketing team members make 36% more effective pricing decisions.”

Versatility is important for any strategic thinker—and especially for an operations analyst. Show that you have a broad scope of capabilities by pulling in a versatile array of experience points.

You want to come across as both approachable and professional, just as you do on the job helping employees get up to speed or proving the effectiveness of a process change. And the balance between approachable and professional should be based on the job description’s tone, so go back and reread it for good measure!

Writing tone isn’t the only thing the job description is suitable for! Skim it for keywords, such as “experience in Lucidchart,” company values or lingo, and anything else that stands out that you can reflect in your resume.

• ResumeBuild
• Operations Research Analyst

5 Amazing operations research analyst Resume Examples (Updated 2023) + Skills & Job Descriptions

Build your resume in 15 minutes, operations research analyst: resume samples & writing guide, quintin wright, employment history.

• Provide analytical support and guidance to business partners
• Create reports and visualizations to communicate complex analysis and results
• Develop and maintain quantitative models for forecasting, optimization and decision making
• Design and implement data collection processes and systems to support data-driven decision-making
• Develop and maintain databases and reporting systems
• Utilize statistical techniques to develop predictive models and optimize operational processes
• Develop and implement analytical tools and techniques to support decision-making

Do you already have a resume? Use our PDF converter and edit your resume.

Zane Jackson

• Monitor and analyze existing processes and recommend solutions to improve performance
• Develop and present actionable insights to senior management
• Collaborate with cross-functional teams to understand business objectives and develop strategies to achieve them

Walter Grant

Professional summary.

• Analyze data to identify trends, patterns, and relationships that can inform strategic decisions
• Analyze and interpret large data sets to identify trends, correlations, and correlations
• Identify and recommend process improvements to increase efficiency and accuracy

Richard Jones

Not in love with this template? Browse our full library of resume templates

Table of Content

• Introduction
• Resume Samples & Writing Guide
• Resume Example 1
• Resume Example 2
• Resume Example 3
• Resume Example 4
• Resume Example 5
• Jobs Description
• Jobs Skills
• Technical Skills
• Soft Skills
• How to Improve Your Resume
• How to Optimize Your Resume
• Cover Letter Example

operations research analyst Job Descriptions; Explained

If you're applying for an operations research analyst position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers. When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

operations research analyst

• Study and analyze information alternative courses of action to determine which plan will offer the best outcomes.
• Design, conduct, and evaluate experimental operational models in cases where models cannot be developed from existing data.
• Develop and apply time and cost networks to plan, control, and review large projects.
• Formulate mathematical or simulation models of problems (such as Monte Carlo simulation or others), relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
• Develop business methods and procedure, including accounting systems, file systems, office systems, logistics systems and production schedules.
• Collaborate with senior managers and decision maker to identify and solve a variety of problems and to clarify operational objectives about projects for client.
• Perform validation and testing of models to ensure adequacy and reformulate models as necessary.
• Worked on Predictive and Prescriptive Analytics
• Time Series Forecasting
• Mathematical Optimization
• Developed models in python
• Responsible for delivery of the projects
• Lead and train team towards analytics
• Co-ordinate and manage client expectations and deliverable
• Define data requirements and gather and validate information, applying judgment and statistical test.
• Specify manipulative or computational methods to be applied to models.
• Perform queuing and use of other stochastic-process models.

operations research analyst Job Skills

For an operations research analyst position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few. Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

• Data Mining
• Machine Learning
• Statistical Analysis
• Optimization
• Data Modeling
• Data Visualization
• Statistical Modeling
• Statistical Programming
• R Programming
• Python Programming
• SAS Programming
• SPSS Programming
• Business Intelligence
• Algorithm Design
• Business Analytics
• Forecasting
• Predictive Modeling
• Linear Programming
• Optimization Modeling
• Simulation Modeling
• Data Analysis.

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently. Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

• Communication
• Interpersonal
• Time Management
• Problem Solving
• Decision Making
• Critical Thinking
• Adaptability
• Organization
• Public Speaking
• Negotiation
• Conflict Resolution
• Attention to Detail
• Self-Motivation
• Stress Management
• Collaboration
• Strategic Thinking
• Emotional Intelligence
• Flexibility
• Reliability
• Professionalism
• Computer Literacy
• Data Analysis
• Project Management
• Customer Service
• Presentation
• Written Communication
• Social Media
• Troubleshooting
• Quality Assurance
• Supervisory
• Risk Management
• Database Management
• Documentation
• Financial Management
• Visualization
• Business Acumen
• Process Improvement
• Relationship Management.

How to Improve Your operations research analyst Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

• Develop and implement strategies for data mining, data analysis, and data visualization

Unexplained Year Gaps and Missing Job Experiences are a No-no

Gaps in your resume can prevent recruiters from hiring you if you don't explain them..

• It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
• Use the gap to talk about positive attributes or additional skills you've learned.
• Be honest and straightforward about the gap and explain it using a professional summary.

How to Optimize Your operations research analyst Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Neil Foster

• Colaborate wih crass-functional teams too understand bussiness objectives and develope strategys too achive them.
• Deveop, and maintaine quantitative models for forcasting, optimisation, and desicion makking.
• Utilize statistical techniquesss to develop predective models and optimize operational processesss.
• Deveop and maintin dashboards to track key performance indicatros.
• Anaylze and interpert large data sets too identifie trends, corelations, and corelations.
• Develp annd implement stratigies forr data miningg, data analysiss, and data visualiztion.
• Analise datato indentify trends, pattterns, and realtionships that can inform strategie decissions.
• Develp annd maitain databses annd reportinng systmes.
• Develp and maintain quantative models for forcasting, optomization and decision making.

Avoid Spelling Mistakes and Include your Contact Information

Missing contact information prevents recruiters from understanding you're the best fit for the position..

• Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
• Make sure to use a professional email address as part of your contact information.
• Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.

operations research analyst Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an operations research analyst position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

To the Recruitment Team at Booz Allen Hamilton

As an Operations Research Analyst with a proven track record of success in Business Strategy & Analysis, I am excited to apply for the Chief Operations Research Analyst position at Booz Allen Hamilton. I believe that my skills and expertise would make a valuable contribution to your team.

My diverse life experiences have taught me the importance of adaptability, creativity, and resilience. Whether it was on the job, or simply on my day to day, I have learned to navigate challenges and find innovative solutions. I am confident that I possess the skills and expertise necessary to excel in the position at Booz Allen Hamilton and I am excited about the opportunity to grow with a team that values these qualities and contribute to your organization's growth and success.

I cannot stress enough how thrilled I am about the chance to join a team of like-minded individuals who share my values and passion for this amazing field. Thank you for considering my application and I hope for the chance to work together.

Showcase your most significant accomplishments and qualifications with this cover letter. Personalize this cover letter in just few minutes with our user-friendly tool!

Related Resumes & Cover Letters

Contemporary

Professional

Looking to explore other career options within the Business Strategy & Analysis field?

Check out our other resume of resume examples.

• Financial Reporting Resume
• Business Development Resume
• It Business Analyst Resume
• Senior Financial Analyst Resume
• Security Analyst Resume
• Salesforce Business Analyst Resume
• Sales Analyst Resume
• Program Analyst Resume
• Pricing Analyst Resume
• Policy Analyst Resume
• Market Analyst Resume
• Data Analyst Resume
• Contract Analyst Resume
• Statistical Analyst Resume
• Social Media Strategist Resume
• Business Process Analyst Resume
• Agile Business Analyst Resume
• Business Analyst Intern Resume
• Business Data Analyst Resume
• Business Analyst Resume
• Budget Analyst Resume

FIND EVERYTHING YOU NEED HERE.

IF YOU HAVE QUESTIONS, WE HAVE ANSWERS.

4 Ways a Career Test Can Jump-Start Your Future (and Help Your Resume)

If you’re looking for a fresh path or a new passion, a career test could help you find it. You can take these tests online, in the comfort of your...

Avoid These 3 Resume Mistakes at All Costs

Your resume is your first impression for a prospective employer. The way you present yourself in that little document can make or break you – it can clinch you an...

Resume Design Tips and Tricks

Creating a resume that stands out from the rest doesn’t have to be rocket science. With just a few tips and tricks, you can make your professional resume a shining...

Build your Resume in 15 minutes

• Operations Analyst Resume Example

Resume Examples

• Common Tasks & Responsibilities
• Top Hard & Soft Skills
• Action Verbs & Keywords
• Resume FAQs
• Similar Resumes

Common Responsibilities Listed on Operations Analyst Resumes:

• Analyze operational data to identify trends and develop insights to improve operational efficiency
• Develop and maintain operational reports and dashboards to track performance metrics
• Design and implement process improvements to streamline operations
• Develop and maintain operational policies and procedures
• Monitor and analyze customer feedback to identify areas of improvement
• Develop and maintain operational budgets and forecasts
• Develop and maintain operational KPIs and SLAs
• Develop and implement strategies to reduce operational costs
• Manage and coordinate operational projects and initiatives
• Liaise with stakeholders to ensure operational objectives are met
• Monitor and analyze operational performance to identify areas of improvement
• Develop and maintain operational training materials and programs

Speed up your resume creation process with the AI-Powered Resume Builder . Generate tailored achievements in seconds for every role you apply to.

Operations Analyst Resume Example:

• Developed and implemented a new process improvement strategy that reduced operational costs by 25% and increased efficiency by 30% within the first year.
• Collaborated with cross-functional teams to design and launch a new customer feedback program, resulting in a 15% increase in customer satisfaction scores.
• Analyzed operational data to identify trends and insights, leading to the development of a new KPI dashboard that improved decision-making and increased team productivity by 20%.
• Led the coordination and execution of a major operational project, resulting in a 10% increase in revenue and a 15% reduction in operational costs.
• Developed and maintained operational policies and procedures, ensuring compliance with industry regulations and improving overall team efficiency by 25%.
• Collaborated with stakeholders to develop and implement a new training program, resulting in a 20% increase in employee satisfaction scores and a 10% reduction in training time.
• Developed and maintained operational budgets and forecasts, resulting in a 5% reduction in operational costs and a 10% increase in revenue.
• Designed and implemented a new SLA tracking system, resulting in a 20% improvement in SLA compliance and a 15% increase in customer satisfaction scores.
• Analyzed operational performance data to identify areas of improvement, leading to the development and implementation of a new process improvement initiative that reduced operational costs by 30%.
• Process improvement
• Data analysis
• Project management
• Cross-functional collaboration
• Customer satisfaction measurement
• KPI development and tracking
• Operational cost reduction
• Compliance and regulatory knowledge
• Training program development
• Budgeting and forecasting
• SLA management
• Performance measurement
• Strategic planning
• Risk management
• Change management

Top Skills & Keywords for Operations Analyst Resumes:

Hard skills.

• Process Improvement and Optimization
• Data Analysis and Reporting
• Project Management
• Supply Chain Management
• Inventory Management
• Quality Control and Assurance
• Root Cause Analysis
• Lean Six Sigma Methodologies
• Vendor Management
• Budgeting and Forecasting
• Risk Management
• Compliance and Regulatory Knowledge

Soft Skills

• Analytical and Problem-Solving Skills
• Attention to Detail and Accuracy
• Time Management and Prioritization
• Communication and Interpersonal Skills
• Adaptability and Flexibility
• Critical Thinking and Decision Making
• Teamwork and Collaboration
• Data Analysis and Interpretation
• Project Management and Planning
• Customer Service and Support
• Continuous Learning and Improvement

Resume Action Verbs for Operations Analysts:

• Implemented
• Streamlined
• Facilitated
• Coordinated
• Investigated
• Orchestrated
• Synthesized
• Troubleshot

Generate Your Resume Summary

Resume FAQs for Operations Analysts:

How long should i make my operations analyst resume, what is the best way to format a operations analyst resume, which keywords are important to highlight in a operations analyst resume, how should i write my resume if i have no experience as a operations analyst, compare your operations analyst resume to a job description:.

• Identify opportunities to further tailor your resume to the Operations Analyst job
• Improve your keyword usage to align your experience and skills with the position
• Uncover and address potential gaps in your resume that may be important to the hiring manager

Complete the steps below to generate your free resume analysis.

Related Resumes for Operations Analysts:

Operations coordinator, operations manager, operations specialist, operations supervisor, business operations manager, logistics operations manager, sales operations manager, marketing operations manager.

Resume Builder

• Resume Experts
• Search Jobs
• Search for Talent
• Employer Branding
• Outplacement
• Resume Samples

Operations Analyst Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the operations analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• Payroll and staffing: Planning for, allocating, reporting on, and analyzing payroll expenses
• Liaising with portfolio Managers, internal trading desks, global fund accounting hubs and brokerage community in resolving trade related issues
• Supporting change by assisting in devising and implementing improved processes
• Reviewing and controlling of the daily operation, ensuring adherence to procedures and controls and providing necessary data to senior management and clients
• Completes Monthly Operating Report (MOR) for submittal to corporate operations engineering and Longview budgeting and forecasting module
• Assist in reporting and data reconciliation in spares forecasting, costing, inventory, planning and other functions for service supply chain
• May assist in designing, documenting, implementing, and monitoring of new products/processes
• Coaching and developing staff including formal objective setting, performance reviews and providing ongoing and regular feedback
• Works individually or with a team in recommending action, scheduling and planning projects, estimating cost and managing projects to completion
• Prepares customers for implementation by planning and/or coordinating training, writing documentation and providing support
• Problem Solving/Decision Making: Taking a well-ordered approach to solving problems and acting despite obstacles, resistance, or ambiguity
• Act as the on-going liaison point between resourcing and the HR Shared Services team that supports recruiting and onboarding, driving process improvement
• Assist in organizing, formatting, typing, proofreading and editing briefings, reports, and manuals
• Employment functions including interviewing, hiring, coaching, counseling, performance appraisals/disciplinary actions and salary reviews for support staff
• Strong attention to detail, ability to connect the details back to the big picture and assess the impact
• Detail-oriented with excellent organizational, troubleshooting, project management and problem solving skills with very strong attention to detail
• Excellent analytical skills, including the ability to analyze and organize data with attention to detail
• Strong follow-through skills, acute attention to detail, and highly organized
• Advanced knowledge of Microsoft Office products, highly proficient with excel
• Good attention to detail and ability to perform well in a fast-paced environment
• Ability to meet deliverables and function calmly in situations of high stress and tight timetables
• Computer proficiency - MS Windows, Word, Excel, Access, Powerpoint; including ability to create reports, graphs, flow charts, and pivot tables
• Attention to detail, ability to multi-task, time management, self-starter and ability to function independently
• Be highly motivated with a confident and professional attitude and possess high levels of attention to detail

15 Operations Analyst resume templates

Read our complete resume writing guides

How to tailor your resume, how to make a resume, how to mention achievements, work experience in resume, 50+ skills to put on a resume, how and why put hobbies, top 22 fonts for your resume, 50 best resume tips, 200+ action words to use, internship resume, killer resume summary, write a resume objective, what to put on a resume, how long should a resume be, the best resume format, how to list education, cv vs. resume: the difference, include contact information, resume format pdf vs word, how to write a student resume, operations analyst resume examples & samples.

• Preparing material for and minuting meetings for discrete projects in the CASS space e.g. adherence to new policy statements and preparing a daily dashboard for cascade to the CF10a's
• Working with the CASS Adherence and Quality Assurance leads to analyse trends
• Preparing regular 'health check' inventories based on information available from the wider team. Maintaining action logs and chasing to ensure prompt close out of critical issues
• Assisting with quarterly control attestation and annual operating model review
• Facing off to internal and external auditors to gather material. Organisation of ad hoc meetings and associated material
• Controls all special tape and cartridge requests to meet critical processing deadlines while adhering to physical and logical tape security requirements
• Executes real time recovery actions under the direction of the Senior Operations Analyst and/or Operations Shift Manager to resolve critical issues that may impact established service levels
• Understands and follows security processes and understands how they apply to this role: Contributes to BMO Financial Group’s overall business results by making recommendations that significantly improve operational efficiency and effectiveness
• 1 to 3 years experience in the IT environment
• Demonstrates basic knowledge of servers, OS and HW, systems applications, networks and platforms (Windows Server, UNIX Server, MVS, JCL, etc)
• Is able to handle problems at times of a complex nature; Is comfortable with 12 hour or 8 hour shift rotation
• Review of facility terms in order to determine collateral and borrowing restrictions necessary for Operational procedures
• Correspond and process information from third party Custodians to insure that Credit Suisse’s interest in the underlying loans is perfected
• Proficient Excel skills and comfortable using Excel spreadsheets
• Support a high quality dispute resolution process
• Produce & evaluate MI to support process
• Relationship management – manage client expectations through direct client interaction
• Collaboration – interface with other divisions and departments in implementing standards and processes to support effective management of counterparty exposure
• Managing Engagements online tool ensuring all new engagements are reviewed within agreed timelines,
• Performing triage on new submissions to ensure entry criteria for new work is followed and contains sufficient information to progress,
• Following register and logging processes ensuring accurate records are kept,
• Ensuring cases are routed correctly and within agreed timescales,
• Contacting requestors to assist in cases where documentation fails triage escalating unresolved cases,
• Providing support to the technology teams on the use of the Engagements online tool and the process,
• Maintaining Engagement process and operational documentation,
• Gathering data and monitoring process completion within pre-agreed timescales, flagging issues as required,
• Compiling data for use in management reporting,
• Continually improving the online tool and coordinating changes with development team
• Relationship management across different teams
• Supporting other activities: preparing relevant packs, reporting
• 2 years of experience in an administrative role
• Working experience in the financial industry (a plus)
• Competency in use of Microsoft Office tools to manipulate and interpret data
• The Operations Analyst will be the operational nucleus for all questions and concerns that sales may have about opportunities and currently live campaigns
• Through a deep understanding of our inventory and product offerings the Operations Analyst will provide strategic recommendations on how to structure plans to achieve client goals and ensure repeat business
• Take full ownership of their accounts to ensure efficient delivery and optimization as well as communication of any issues that may arise
• Develop a thorough understanding of optimization and use problem solving and analytical skills in order to determine the most effective means of increasing ROI for the company and advertiser
• Present of these findings will need to be prepared and delivered via email, group meetings, and/or conference calls
• Provide forecasting reports and campaign status updates to relevant internal groups along with growth opportunities and out of the box ideas, to help drive key business decisions
• Work most closely with internal groups such as with Publisher Services Account Management, AdSales Account Management, AdSales Strategy, Technology, and Product Management
• Travel to in-person client meetings to help Sales strengthen relationships, identify client needs and help ensure excellent customer service
• Effective at establishing and maintaining effective working relationships with managers and employees
• Excellent quantitative, and analytical skills
• Thorough knowledge of PC applications (especially Microsoft Excel)
• Strong communication skills (both verbal and written)
• Ability to respond to frequent pressure to meet deadlines when work speed and sustained accuracy are paramount
• Bachelor’s degree in engineering, math, finance or related field required
• 1 - 2 years of analyst experience
• Advertising network or agency experience recommended
• Experience in SQL and/or PHP a plus
• Interact with Raymond James Financial Advisors, senior leadership within both PCG Investment Products and Private Client Group, and management at alternative investment fund partners to troubleshoot service issues including, but not limited to, new investments, commission payments, pricing, client statements, and redemptions
• Learn and employ basic technological concepts (e.g., data structures and database design) in order to work with Information Technology professionals in implementing process improvement and risk mitigation projects
• May help run the operational infrastructure of Raymond James proprietary hedge fund and private equity funds. In addition, the individual may support operational due diligence efforts on funds on the Raymond James platform
• Engage Raymond James Financial Advisors, alternative investment Fund Sponsors, and many home office departments to holistically support all operational aspects of the Alternative Investment platform
• Required to submit client investments to fund sponsors, conduct client suitability reviews on purchases, generate client trade confirms, update positions and valuations on client statements, pay Financial Advisor commissions, process redemptions, and maintain account performance details
• Assists in orienting and training new team members
• Basic accounting concepts
• Client disclosure concepts and client confirms
• All MS Office applications including an ability to work with more advanced Excel functions such as pivot tables and formulas
• Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines
• Communicating effectively both verbally and in writing with detail and precision
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases
• Build solid, effective working relationships with others
• Provide courteous, timely service when addressing customer questions and concerns
• Convey information clearly and effectively through both formal and informal documents
• Constructively work under stress and pressure when faced with high workloads and deadlines
• Promote team cohesiveness, cooperation, and effectiveness
• Perform all functions with limited supervisory support and with a high level of accuracy
• Bachelor’s Degree or equivalent with a minimum of (3) three years’ experience
• Communication as needed with the trading desk, middle office, finance and counterparties regarding positions, P&L, non receipts, escalations, etc is expected
• Proficiency with numbers to ensure accurate loan commitments, trade pricing, and system entries are correct and meeting the industry standard calculations
• Ability to work under pressure while working and responding well in a cross-functional team environment and a global process flow
• Excellent communication (written and verbal) and PC skills (especially Excel)
• Experience with credit documentation (e.g. Credit Agreement, Confirm, Assignment Agreement and Funding Memo)
• Demonstrating innovation, assertiveness, and flexibility is key
• Adapting well to ever changing business needs will serve the associate well
• Organizational and excellent time management skills
• There is a need to prioritize and perform multiple tasks
• Prior customer service experience is helpful
• Handle and monitor daily trade booking in local settlement and regional systems
• Handle and monitor Client trade confirmation process
• Handle and monitor daily trade settlements and securities movements in local settlement, clearing and depository systems
• Perform daily nostro, deposit , trade reconciliation and all other reconciliations operated by the team
• Coordinate with the custodian banks, offshore settlement team and other internal functions to resolve trade issues
• Respond to queries raised from the different functions i.e. front office; controlling & accounting
• Input and/or consolidate Operations MIS reporting
• Proactively improve efficiency through process and/or system improvements in coordination with Operations Manager
• Participate in system enhancement project by coordinating with the provider, Local IT for project preparations, requirement settings, UAT review and implementation preparations
• Document up-to-date Operations procedures and control process to ensure process integrity in coordination with Operations Manager
• Provide contingency back up to operational staff on the daily tasks
• Ensure compliance with internal control processes and regulations
• Escalate issue pursuant to established escalation procedures and analyzing business impact and propose resolutions
• Maintenance of static data
• Ensure preparation and submission of all regulatory reports on time
• Handle Internal, Statutory & regulatory audit & inspection
• Process all required internal reporting within prescribed timeline
• Handle domestic client account opening request by submitting the request to Onboarding team for approval
• Graduate in Business, Finance, or Commerce Stream with at least 3 years' experience in Malaysia Institutional equity operations
• Fluent in English (written and verbal) and local language
• Familiar with Front to back life cycle of Cash Equities
• Experience in working in Global Broking House (Desirable)
• Able to build network locally and regionally for effective handling of work
• Able to handle multiple initiatives simultaneously and work under pressure
• Evaluate and challenge both the requirements and solution to ensure the firm's resources are used in the most efficient manner
• True team player with strong influencing skills
• Expert in using MS office suits i.e. Word, Excel and Power Point
• LSS Yellow Belt
• Windows 7, Excel 2010, Power Point & Visio
• Requirements methods: interviewing, data modeling, business process documentation & modeling
• Different requirements methodologies: Use Cases, Unified Modeling Language, Waterfall Approach
• Faciliatation Skills
• Conflicts and issue resolution and escalation
• Basic understanding of Advice Center Business applications/processes
• Innovative, intelligent, hard-working, honest, proactive, and able to work in a fast-paced team environment
• Excellent communication skills (both oral and written) and the ability to interact with individuals across various business areas within the organization as well as with senior management
• Strong analytical and reasoning skills combined with good judgment
• Aptitude for problem-solving and process improvement
• Strong Microsoft Excel skills a plus
• Extracurricular activities and academic endeavors demonstrative of strong interpersonal and leadership skills
• Ensure securities transfer documentation is compliant, including client signature verification, callbacks, authority levels
• Ensure client instructions are followed thoroughly avoiding any over delivery of positions or contacting the incorrect institution leading to potential loss
• Coordinate settlement instructions with counterparts for all US and non US markets. US markets have standard instructions, non US Markets require indepth understanding and comprehensive knowledge of the securities processing environment. This includes being able to communicate with various counterparts for validity of instructions as well as ensuring timely settlement
• Prepares approximately 5 - 10 internal/external securities transfers varying in dollar value, for processing in addition to first level processing in bank system based on documentation provided
• Coordinates 50% of non US markets settlements instructions, assuring counterparts have valid details for timely settlement
• Verifies all documentation submitted by clients have been completed as stated in procedures
• Reconciles daily internal/external securities transfer communications received from internal / external clients to transfers
• Mininum 4 years experience in securities settlement and processing
• Strong knowledge of securities processing and settlements
• Must be able to adapt to the changing needs of the business
• Sufficient technical skills to fully understand the various features of securities and its implications to the business and the clients
• Excellent organization skills with attention to detail, combined with the ability to take complete ownership of issues, work independently with confidence and deliver to deadlines in line with expectations
• Minimum of a BA/BS degree in Business Administration, Finance, or related field
• Professional with experience on multiple projects with multiple interfaces and/or 3rd parties
• Service oriented
• Branch Experience or similar
• Application knowledge
• Act as a liaison between Technology Department and Risk/strategy team
• Complex business rules coding and authoring (reviewing and implementing internal system scripts ex:: bureau elements)
• Business regression testing/Corporate release (project) support
• Support our data entry and credit decision platforms from a systems perspective
• Required to work in backend Database and log files utilizing XML, Oracle SQL Developer and SOAP UI
• Responsible for Project management interface/initiation, triaging and fixing production issues and workflow/process management
• Provide consulting expertise including the identification of impacts, development of business requirements, User Acceptance Testing, and communicate impacts brought about by the project parameters
• Must be flexible – working ‘non-core’ hours when required to support strategy installs/corporate releases or production issue resolution
• Creation and maintenance of fund models
• Bachelor’s degree with 1-2 years of relevant work experience
• Knowledge of CLOs and/or other structured products is a plus
• Organized, detail oriented and extremely thorough with strong problem solving skills and demonstrated ability to take initiative
• Ability to multi-task and prioritize duties
• Strong organizational and time-management skills
• Effective written, oral and interpersonal communication skills
• Ability to build and maintain professional relationships with clients and internal team members
• Ability to work under deadlines and at a rapid pace
• Demonstrates problem solving, analytical and critical thinking abilities
• Technically proficient in Microsoft Office products
• 2-5 years’ experience in a financial services firm
• Responsible for day-to-day support to Business Units (BU) and their supporting areas
• Effectively manage a moderate number of applications i.e. business rules, processes etc. to be able to provide solutions and support during production problems
• Identify application deficiencies and provide / recommend solutions to the support team and BU
• Proactively seek opportunities for process improvements
• Participate as a SME in project/development work
• Participate in project walkthroughs to assist with the transition of projects from development to support
• Provide input to change requests as required
• Provide application demonstrations as assigned
• Conduct accurate and timely investigation of issues to ensure that the Service Level Agreement (SLA) is not compromised
• Responsible for tracking all work requests (Problem Tracking Records (PTRs), System Change Request (SCR), Investigations, Work Items) and maintaining accurate details and priority ratings
• Responsible for creating accurate and complete requirement documents for PTRs and SCRs being worked on
• Responsible for follow up on all PTRs and SCRs opened to ensure that the Technical and Quality Assurance (QA) Teams adheres to the change management process
• Professional experience on multiple projects with multiple interfaces and/or 3rd parties
• Business knowledge
• Communication Skills (P)
• Facilitation Skills (D)
• Presentation Skills (D)
• Risk Assessment & Quantification methodologies (D)
• Conflicts and issues resolution and escalation (P)
• Business line(s)’ business applications/ processes (E)
• Knowledge of relevant technology (B)
• Knowledge of IT Standards, Methodologies, SDLC, CMM, PMF and audit requirements (D)
• Knowledge of Microsoft Office products. (P)
• Process activity in Wall Street Office and Aladdin databases
• Research breaks
• Serve as liaison between administrative agent banks and custodians
• Complete ad hoc projects as needed
• To support the functional units within Collateral Management in the mitigation of credit risk by the implementation and maintenance of a robust control framework
• To act as a regional representative for the ICAP attestation process
• To monitor and mitigate operational risk within Collateral Management through the various risk forums, ensuring all issues have been actioned and have appropriate commentary
• To work with other Control representatives across the globe to prove the integrity of the subledger
• To work with other Collateral Management functions for audit, review, or other queries from external departments and agencies
• To act as face off for the Risk and Regulatory Management function
• To work with the offshore Control team to optimise their performance and delivery
• To assist the Controls manager in the reduction of outstanding exceptions, and to work on root cause analysis for these
• To be the specialist and support existing Controls and to assist in the build of new Controls as identified
• To provide global risk reporting for Americas-owned controls
• To take on and streamline existing onshore processes to make suitable for offshoring
• To participate in projects and initiatives on risk mitigation, process improvement and business integration
• Need to be resilient and develop good working relationships with UBS internal clients/colleagues of the Investment Bank and Wealth Management, primarily in Sales & Trading, Compliance/Control, Credit Risk and Trade Support
• An understanding of Derivative products; Actual working experience of these products would be a distinct advantage
• Need to be able to multi-task and be self-motivated
• Having good IT skills would be beneficial
• Review existing on-boarding process to restrict U.S investors & identify any changes in the residency of an client
• Adjustment of on-boarding process Policies and Procedures to ensure it prohibits U.S. investors
• Assessment of current investors to ensure there are no U.S. investors & if found, work with the business to develop a plan to remove the client from the fund (if permitted under fund governing documents and if required)
• Review of existing products to ensure they are sold predominantly through public offerings outside the U.S
• Document how the fund is organized and offered to customers of the banking entity’s fiduciary or investment advisory services
• Build reporting to ensure staff involved in sponsoring and distributing the fund are located outside the U.S
• Act as a business resource as required and support National Office in implementing changes
• Responsible for creating nightly production job schedules
• Responsible for screening user requests to ensure that all requested information is supplied
• Responsible for preparing correct run sheets for user requests
• Responsible for maintaining the accuracy of information in job scheduling data base
• Responsible for maintaining calendar entries as defined by Corporate closing periods
• Responsible for creating new job schedules by writing code to initiate calendar, predecessor/successor relationships
• Responsible for the coordination of the Change Control documentation
• Responsible for conducting the Daily IR Meeting
• Responsible for the implementation of all Production Changes
• Responsible for the migration of production code from user/test to production environments on multi platform environments
• Manage external resources to provide software modifications/upgrades to existing and new Data Center software
• Create Data Center software process flows and job dependency flowcharts
• Provides second level fix/break support to Computer Operations
• Responsible for Data Center utility software support/upgrades
• Capable of substituting for the Operations Supervisor
• Fulfills departmental requirements in terms of providing work coverage and administrative notification during periods of personnel illness, vacation or education
• Debugs and revises scripts and programs as required
• Creates and performs data base/file backups for a multi platform environment
• Creates and performs data base/file restores for a multi platform environment
• Coordinating task lists, meetings, and documentation in support of major data center outages
• Responsible for the procedures/schedules/sessions controlling the upload/down load of data to the Retail environment on a daily basis
• Work as a member of the hardware upgrade/replacement team
• Work as a member of the Data Center infrastructure upgrade/replacement team
• Work as a member of the Disaster Recovery team
• Work as a member of the Application upgrade team
• Assist with audit research as required
• Assist with hardware asset tracking
• Pc principles
• Tivoli experience highly preferred
• Midrange operational expertise
• Operating Systems Installation and Configuration Procedures
• Principles and methodologies of Network Equipment (including routers, hubs, switches, bridges, servers and all related equipment and hardware)
• Technology Design in Infrastructure Management
• Infrastructure management software knowledge/support
• Backup and recovery techniques
• Backup and recovery software knowledge/support
• Software distribution and design Principles
• Configuration management tool knowledge
• Media tracking software knowledge/support
• Technical Writing and Documentation
• IT Lifecycle Concepts
• Database Management Principles and Methodologies
• 3-5 years of total business experience within Operations or other back office function within a Hedge Fund
• Bachelors Degree (preferably in Accounting, Finance, Engineering or Computer Science)
• Experience with FI OTC derivatives, FI, FX, Futures and equity
• Understanding of International markets and macro products
• Reviewing client profiles at onboarding to ensure conformity to minimum AML/CDD standards, producing client document requirements and due diligence analysis
• Provide advisory support to the business with regard client identification and onboarding requirements
• Conducting Enhanced due diligence on high risk clients using various tools (Factiva, Lexis, Worldcheck, etc.)
• Proactively identifying & mitigating potential issues on onboarding or other related processes
• Conducting investigations and escalating suspicious negative news on clients
• Execute OFAC screening on clients and relevant third-parties
• Actively participate in implementing any new guidelines
• Co-ordinate projects and prioritize deliverables to meet timelines efficiently, and adapt quickly to changes in priorities
• Rotational frontline second level support for incoming system, batch and user related calls
• Solve user and system generated incidents with limited assistance
• Implement production support requests
• Triage production and non-production issues. Ensure all incidents are documented
• Resolve JCL errors, restarts and escalate issues that require assistance
• Complete routine and non-routine work accurately at a pace appropriate to service levels and team averages
• Evaluate all operating system functions, identify system/scheduling bottlenecks and respond or escalates accordingly
• Ensure SLA's are met for the current processing cycle. Coordinate, communicate and escalate with other staff, departments or business units as appropriate
• Implement documented change to system and batch applications with little direction
• Perform advanced exception monitoring and basic interrogative manual monitoring
• Work with first level 3rd party and vendor support teams to resolve basic system issues
• Participate successfully on a project team with minimal assistance
• Participate successfully on technical triage, SWAT, CIP and post incident review meetings
• Follow and ensure all policies, work procedures, instruction, compliance regulations, and safety rules are adhered to
• Skills in both verbal and written communication
• A motivated person able to manage routine and non-routine work with limited direction
• Understanding of, ability to create and capacity to teach basic documented procedures
• Ability to suggest process improvements and implement with guidance and approval
• Ability to follow detailed and non-specific procedures with a high degree of accuracy
• Ability to positively interact with team members, AGT teams and business customers
• Understanding of all related operating system functions including mainframe systems
• Ability to identify system and scheduling bottlenecks and respond or escalate accordingly
• Ability to ensure success of all departmental SLA's
• Displays aptitude for logic, problem solving skills and maintain composure in a variety of situations
• Understanding of the implications of change to system and batch applications. Can make critical changes and has full understanding of the change process
• Comprehensive behavioral and technical skills
• Exhibits regular, reliable, punctual and predictable attendance
• Understanding and application of problem prevention, problem resolution and monitoring concepts
• Understanding and application of Disaster Recovery concepts
• Intermediate knowledge of TSO/ISPF, SDSF, mainframe subsystems and batch scheduling platforms
• Basic knowledge of z architecture
• High school diploma or equivalent. Bachelors or Associates degree would be considered in lieu of experience
• Typically 3+ years prior related experience
• Eye-hand coordination, manual dexterity, and strong attention to detail is essential
• A solid understanding of operating system used
• Lead and drive the gathering of operational metrics and insights into our global service organization, with minimal guidance and a constant focus on improving our capabilities and results
• Determine key data sources and data interdependencies within the organization, to ensure all relevant parameters are considered to gather insights
• Create ad-hoc analyses as well as complex models that yield clear, tangible metrics for performance assessment, improvement, and alignment
• Be able and ready to respond to urgent inquiries with fully accurate, well-structured summaries of insights within very short periods of time
• Be competent and super motivated to build a large-scale and granular reporting environment together with key stakeholders from IT, business intelligence, business operations, and management
• Be able to drive operational insights and be pivotal in executing the implementation of operational improvements
• College/university degree in Statistics, Quantitative Economics, Operations Research, Computer Science, Engineering, or equivalent
• 2+ years of business analytics, business intelligence, or financial modeling background
• Affinity to and experience with automotive processes, process management, operations strategy, and technology a plus
• Proven experience developing well-structured data reports that highlight insights, rather than complexity
• (Internal) customer orientation and great problem-solving skills required
• Experience working with technical specialists required
• Analyze financial statements and operating data reports
• Forecast future trends based on analysis of current performance
• Identify financial and operating trends including revenue and expenses by portfolio, region, sub-market and property levels
• Gather, review and analyze key operations data including rent growth, occupancy, availability, lease terms, traffic volume and sales ratio to determine relevant data
• Develop relationships and share resources with Business Intelligence in order to ensure parity with overall company objectives and metrics
• Cultivate networks with Operations, Marketing, Training, Maintenance and other departments in order to anticipate and develop critical KPIs to support key organizational decisions
• Assist in the identification and underwriting of value enhancement opportunities within the portfolio
• Develop reports as needed on a weekly, monthly, quarterly and annual basis
• Make and document recommendations
• Meet with key decision makers to help identify effectiveness of processes as a result of implemented metrics
• Strong financial and analytical skills
• Ability to work independently and to understand and anticipate needs of constituents
• Business mathematical and analytical skills
• Experience with Business Intelligence tools (current platform is Hyperion)
• Computer proficiency (Excel, Power Point, Outlook and Microsoft Word) with advanced Excel skills
• Ability to interface with multiple departments
• Build and maintain strong relationships with internal VMware departments worldwide to leverage the corporate infrastructure
• Function as PSO Credits subject matter expert in partnership with offshore team members
• Oversee key operational aspects of PSO Credits maintaining and enhancing global processes and quarterly close
• Proven success at identifying and driving process improvements, project management, problem-solving, and delivering high-touch customer support in a global environment
• Strong attention to detail, strong communication, and presentation skills
• Creativity, initiative, high energy level
• Experience in large, rapidly growing global businesses
• Effective communication skills with all levels of management
• Flexible and resilient, comfortable with ambiguity, adaptable to a high-change environment and open to new concepts and/or processes
• Minimum of 2 years professional experience in a customer support, high-tech or professional services finance or operational roles
• BA/BS required; business, accounting, or related discipline preferred
• Produce key operations reports regarding labor, labor variance, hour’s variance, scheduling and scheduling efficiency, labor/schedule optimization, and overtime
• Produce and report specific labor and labor schedule tests and analysis to operations and finance leadership that help inform and course correct philosophy and direction
• Use, understand and provide input for labor scheduling tool (People Matter) to help optimize utilization of the tool by end users and leadership
• Involved in the weekly, monthly, and annual forecasting labor and SG&A processes for the finance team
• Provide insights and analytics to the proper teams that help in critical decision making and communication to field leaders
• Additional degree in Computer Science preferred
• Minimum of three years analytical experience, preferably in a multisite organization where labor efficiency can be measured at the unit level
• Proficient at financial modeling
• Knowledge with and of labor modeling to ensure optimization of current expense
• Conducts financial forecasting on a regular basis to reduce and inform monthly or annual variances
• Matrix organization experience
• Proficiency with Excel office (v-look up, pivot tables) a must
• BPC and/or Hyperion Essbase database experience preferred
• General use of Microsoft Outlook products
• Experience with and ability to query in SQL
• Comfortable with running routine reports as necessary
• Partner with peers to identify areas of improvement within the IT department and the company-at-large, providing solutions in the form of new standards and procedures
• Triage reported problems to determine the most efficient manner of resolution
• Simulate or recreate operating difficulties, recommending system modifications and communicating with other IT departments to correct core issues
• Accountability: Meets established expectations and takes responsibility for achieving results; encourages others to do the same
• Collaborates: Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts Humana's overall success first
• Associate’s or Bachelor’s Degree in Computer Science, Information Technology or a related field
• Experience with Application Security
• Work hours Tuesday 12pm – 9 pm – Saturday 12pm – 9 pm EST
• Strong prioritization skills - ability to work multiple events at one time
• Knowledge of Linux and UNIX systems
• Knowledge of all Windows based systems
• Knowledge of Internet applications (FTP, telnet, SSH, etc.)
• 2 years of corporate IT experience
• Working knowledge of all Microsoft Applications
• Excellent communication skills, oral and written
• High ability to learn – ability to grasp new technologies quickly and produce best practice results
• Proactively identify system and production issues impacting call operations. Analyze and communicate any potential impacts to call operations to Business Consultant
• Support and track system and production issues. Identify trends and root cause that would assist to develop processes that would improve our stakeholders experience
• Partner with the Information Technology department and business areas during to resolution of incident tickets related to production processing, report applications and system output
• Identification of workaround processes that may be needed until permanent fixes can be implemented or deployed
• Develop and maintain key relationships with all impacted business areas
• Actively participate in assigned project work and support other call center projects and initiatives, as needed
• Working knowledge of GCP/CCP, PBS and CI
• The ability to collaborate with other departments
• Ability to handle multiple tasks and deadlines and work in an environment with shifting priorities
• The ability to adapt and embrace change
• Self-starter and problem solver
• Must be meeting or exceeding goals in current role
• Knowledge of CAS, PFP, E-billing, SoEasi, OHBP
• Knowledge of HumanaOne medical products
• Understanding on CA Service Desk Manager tool, CSS Help Desk process, Telecom
• Prior experience developing or improving processes
• Data analytics driven
• Develops and maintains integrations between Service Now and other systems. Works with the offshore team to assess and prioritize new Service Now development work. Skill in HTML, Javascipt, XML, and JSON will be required
• Deploy and maintain various Linux-based operations and development tools like JIRA, Github Enterprise, Dynatrace and Graphite. Shell scripting and dynamic language (Perl, Python, Ruby, etc.) experience key
• Work with experience with good operations practices including Change, Incident, Problem and Configuration management
• Utilize excellent written and oral communication skills to lead the integration of projects into operations including instrumentation, automation, work flow standardization, and methods/procedures
• Articulates technical concepts using easily understandable business language
• Does not have any direct supervisory responsibilities. May direct workflow and act as a technical lead
• Strong MS Office Suite Experience
• Solid Data Analysis
• Reporting Skills
• Deadline Focus
• Excellent Communication Skills
• Ensures supervision and oversight on Client set ups for line of credit facilities in the credit systems and confirmations that all required credit documentation is complete
• Leads production of quality documentation and edits, cross-regionally, on all standard and non standard loan types, including but not limited to: Unsecured, Real Estate (footprint and non-footprint states), Marketable Securities, and Business Assets and Titled Collateral
• Ensure compliance to Private Banking guidelines/policy and Federal Lending Regulations (FSA, Basel II, FIRREA, Reg Z., MDIA)
• Encourages practice & usage of all available resources to find, review, and set-up loan covenants, and use the information to prepare quality Covenant Agreements and Loan Agreements
• Reviews current and all pending exceptions to covenant agreement terms that occur. Confirms their accuracy and proactively could identify an appropriate resolution prior to escalation to extended team members to highlight to Underwriters and Bankers for resolution
• Ensures all credit risk recommendations and mitigations are implemented
• Partners and encourages his team to liaise and partner with Capital Advisors and Analysts to capture terms and conditions stipulated in the credit approval and legal documentation into the corporate credit platform (via ARC)
• Coordinates with his team and global partners with all aspects of portfolio management on a daily basis including, but not limited to, maturing facilities, client annual reviews, unlinked outstandings, overlimits, temporary facility extensions or increases, document exceptions, covenant exceptions
• Manages market and LOB transfers as clients and facilities are moved to new markets or to other LOBs outside of PB
• Create Legal and the Credit File and Compliance Deal Folders for all facilities within Deal works and file completed ARC proposals
• Master CRRT and CWS reporting to support data and analytical needs
• Responsible for maintaining critical Client credit data in Corporate Systems
• Support Credit and Capital Advisory requests for targeted data summaries and portfolio risk analysis. Receive and review pre/post closing legal packages, comparing the legally documented terms and conditions to those stipulated in the credit approval memo and ARC, ensuring accuracy. Create / contribute transmittal / QCC when appropriate
• Candidate should possess strong knowledge of banking operations
• Leadership skills to drive discussions and lead the group
• Relationship building with diverse groups and senior executives
• Have an affinity or ability for systems thinking
• People management experience and Client focus
• Control orientated and Risk awareness
• Degree in Business Administration or Chartered Accountancy or Law or Chartered Secretary with 4 years of work experience else 6 years of work experience
• Any additional professional degree will be an added advantage
• Understanding of credit concepts
• Understanding of derivatives, FX and participations/syndications
• Understanding of credit legal issues and be able to quickly determine sensitivity to business risk
• Understanding of TQMI or six sigma certification will be an added advantage
• Define, measure, and report strategic goals and top operational KPIs
• Develop data infrastructure (ETLs, data models, and reports) and tools to make analytics easier and more effective
• Take advantage of massive amounts of structured data to understand how to improve our business success and our teams’ efficiency
• Be a thought leader and have experience with 4+ years of experience in business strategy, finance, engineering, or analytics
• Minimum of 2 years’ experience of gained in an operations role within the Investment Management arena
• Broad understanding of trade support, settlements, client valuations, data quality, corporate actions, client payments, and dividends
• Excellent client service – to exceed the expectations of external and internal clients through the quality of customer service, meeting their needs and demonstrating the added value of the service provided
• Attention to detail – to ensure that information is correctly processed and that work complies with relevant internal/external rules
• Commitment to deliver a high quality of service to both Clients and Portfolio Managers
• Undergraduate degree: Major/Minor Computer Information Systems, Geographic Information Systems (GIS), Mathematics, Business Administration (emphasis in Operations Management, Statistics or Finance)
• 3-4 years general business experience in consulting, operations, product management or project management roles
• Ability to interface with senior managers; Strong oral and written communication skills
• Ability to multi-task in a fast-paced environment while meeting critical deadlines
• Ability to process and analyze large amounts of data to support project planning efforts
• Ability to form and maintain relationship with key stakeholders and internal clients
• Strong working knowledge of MS Excel, Project and Access Applications
• Strong analytical, problem solving and negotiation skills
• Documentation Preparation and Review
• Client & Facility Set-up and Maintenance
• Annual Review Coordination
• Exception Tracking & Escalation Coordination
• Data Report Generation
• Data Entry and Quality Review
• Vendor Work Ordering & Invoice Processing
• Covenant Process Coordination
• Application Folder Maintenance
• Collateral Monitoring
• B.A., B.S., in relevant field
• Minimum 4 years prior experience in a related position
• Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
• Prior exposure to traditional credit products and traditional credit product loan documentation a plus
• Experience using the Credit Risk Infrastructure tools and applications (ARC, EN, SRGT, CRRT, OWL, SELM, etc) a plus
• Manage Security Account Vendors (Inventory Management, Invoicing, New Orders, etc.)
• Purchasing Support for All Stores, DSMs, and RSMs (Supplies/Security)
• Sourcing for all Security Items for Stores
• Adherence to Security Budget/Projection
• Worn and Damage, Purge, & RTV
• Distribution of Barcode Requests to Stores
• Compose and Coordinate Field Communications (Outbound Transfer Sends, Closing Store Transfers, etc.)
• Operations Manual and General Operations Policy and Procedures
• UPS Campus Ship and Quantum View
• Misc. Operations Projects and Reports
• Partners with supervisor on RFPs for security and other vendors in order to get best prices for quality services
• Liaison for Sales Audit, Inventory Control, Banking & Loss Prevention
• Manage Security Guards and Armored Cars for Stores
• Works with Retail Operations team and other corporate and store partners
• High School degree or equivalent. Bachelors Degree preferred
• Creative thinker
• Multi-tasker
• Strong problem solving and conflict resolution skills
• Collecting and analyzing data on service operations,
• Keeping track of vital operations statistics including usage, staffing and costs,
• Working with the VP on forecasting key operational variables,
• Providing operational information to other business units,
• Providing support in various administrative management tasks,
• Preparing reports for the executive management,
• Other duties as assigned by Supervisor
• Working knowledge of SQL &/or MySQL skills required
• Two plus years in education, assessment industry or project management experience
• Knowledge and experience with workforce management systems, such as Aspect or Verint highly desired
• Excellent organization skills required
• Working remotely from a Washington DC location with periodic meetings at the Pearson Washington, DC Office.*
• Performance: Develop tools and analysis that help field leaders identify trends and drive performance and effectiveness
• Provide reporting and analytics around business metrics and goals
• Continually evaluate current state and recommend areas of process improvement – identifying any risks, gaps and potential weaknesses
• Ability to articulate conclusions and recommendations to the leadership team
• Develops integrated revenue/expense analysis, projections, reports and presentations
• Runs ad hoc reports based on business needs
• Reviews and provides data concerning market trends
• Strong knowledge of retail operations and previous experience with a high growth retailer is highly preferred
• Quantitative analysis, regression modeling analysis and strong business statistics skills. Superior analytical skills, quantitative skills and problem solving skills
• Demonstrated track record of project management
• Must be highly proficient in MS Office: Word, Excel and PowerPoint
• Troubleshoot/ resolve operations issues independently as per Letter of Authority/ authority levels following established guidelines and procedures. Maintain appropriate audit trails
• Problem-solve escalated issues, including more complex exceptions referred from others
• Escalate all unresolved processing issues to the appropriate level, as per guidelines, including system, software and hardware failures
• Prioritize work in accordance with policy and severity of service impact to minimize financial/ customer impacts. Change work plans within pre-determined deadlines
• Act as SME for area of expertise. Provide advice in the completion of processes within established guidelines and procedures
• Ensure receipt of appropriate approvals/ authorizations in accordance with P&Ps and controls
• Strong understanding of the business unit’s risk and regulatory requirements
• Proficient skills & knowledge of departmental systems and applications – Trust / CRIMS / Pacer / Global Plus / ADP / Bloomberg / Excel / Access Database / Power Point
• Strong investigation skills
• Good coaching and training skills
• Proficiency in Microsoft Office Suite - Outlook, Word, Excel, PowerPoint
• Excellent Communication - Written, Oral
• Bilingual - Korean, Japanese, Portuguese, Thai, Taiwanese, or Mandarin
• BS/BA Degree in Business/Accounting/Finance
• Intermediate/Advanced Access and Database Management
• Comfortable working with complex Financial Products and Systems
• Oracle application experience
• SAP/eLedger
• Maintain licensure database to ensure all care managers have required active licenses for the state(s) their members are located
• Improve existing processes to maximize efficiency
• Assist Managers with policy interpretation by conducting necessary research and addressing appropriate processes that may be impacted
• Maintain the necessary databases for day to day business functions. Requires very detailed database management to ensure accuracy for reporting (heavy excel use)
• Collaborates with other business partners to improve processes both internally and externally
• Continuously looks for process improvement opportunities, including new process and communication opportunities within all departments of Humana
• Tracks and reports all requests to ensure compliance and quality standards
• Maintains necessary communications to all parts of the business
• Responsible for collecting and documenting business requirements for reporting and analysis initiatives
• Query appropriate data from relevant data sources
• Identify and troubleshoot data anomalies and irregularities in process/procedure
• Understand and communicate technical and business aspects of data management and information support
• Develop and establish strong and effective working relationships with Clinical Program leadership and other departments (Analytics, IM, CGX, Operations Leadership, Training/On-Boarding etc.)
• Produce Adhoc analysis and reports in an accurate and timely manner as appropriate
• Strong analytical capabilities and analyzing data information
• Understand and present data from several sources
• Ability to explore databases, identify relationships and validate sources
• Ability to work closely within a small team or independently
• Self-motivated with an ability to manage multiple priorities and work under pressure to meet deadlines
• Advanced level of knowledge with Microsoft Excel
• Ability to create and present PowerPoint presentations to business leaders and vendors
• Excellent customer service skills along with written and verbal communication
• Bachelor’s Degree in Business, Computer Science, Mathematics, Statistics or related fields
• Experience working with large databases in a healthcare environment
• 2+ years of total Business experience within Operations or other back office function within a Hedge Fund
• Experience with Fixed Income OTC derivatives, Fixed Income, Foreign Exchange, Futures and equity
• Degree in Accounting, Computer Science, Engineering, Finance, and/or a related field
• Work with managers, administrators and prime brokers to resolve issues
• Verify daily P&L on securities such as equities, futures, FX forwards and swaps
• Review weekly/monthly % returns for all UCITS and managed accounts
• Prepare wires for all entities
• Monitor excess cash/collateral, counterparty exposure and ISDA terms
• Review monthly NAV from the administrator which includes checking bond interest accruals, dividend accruals, cash and market value breaks
• Assist with quarterly regulatory filings (Form PF, CPO-PQR, AIFMD, etc.)
• Assist with the year-end audit which includes confirmations and valuation reviews
• Bachelor’s Degree required, preferably with concentrations in Finance/Economics
• 1 to 3 years Hedge Fund Industry experience
• Experience in Financial Analysis
• Strong analytical skills with ability to evaluate issues, and propose and implement solutions with consideration for all downstream implications
• Must have working knowledge of general business, computer skills and performance analysis techniques
• Proficient in Microsoft Word, Excel, Outlook and PowerPoint
• Advanced MS Excel skills (VLOOKUP, SUMIF, Pivot Tables, Charts)
• Detail-oriented and organized; experience in project management
• All asset movements processing for Prime Services clients as requested by Client Services Representatives which include Wire transfers, Security receipts/deliveries, and executing journal entries
• Front office queries resolution
• Reconciliation of daily bookings and control checks
• Monitoring client activity on CS Plus Online platform assisting with all exceptions
• Processing of bank loan-related transactions in the portfolio management and related systems
• Creation of new assets in security master
• Communication of trade settlements and loan restructures to custodian banks
• Compilation of loan pricing data to support various internal and external parties
• Bachelor’s degree with 0-1 year of relevant work experience
• Familiar with bank debt and fixed income securities is a plus
• Knowledge of Wall Street Office, Aladdin, Excel, and Bloomberg is a plus
• Bachelor’s Degree in Accounting, Finance and/or related field
• Understanding Financial Markets and Products
• Hedge Fund or Financial Accounting experience
• Working knowledge of Geneva, Eze, Bloomberg, and Microsoft Excel
• Provide desktop support to all offices in the market
• Coordinate with the local/regional/international service delivery teams for customer support
• Manage and co-ordinate with 3rd party IT support staff in providing support to clients
• Work with regional staff in co-ordinating with Network Services and other support groups
• Where appropriate, support the operations of voice communications systems
• Maintain the inventory records of all IT hardware and software in the asset management system
• Perform desktop software training functions, either directly or through 3rd party vendors &/or CDT material
• In co-ordination with applications development and network services, support the installation of all required applications
• Support Executives' requirements related to home, handheld or mobile computing requirements
• Update and maintain "Service Tickets" in Client Support databases
• Enforce corporate standards for hardware and software procurement and operation
• Enforce compliance with various legislative requirements across the Asia Pacific Region
• Ensure compliance with legislative requirements on software licencing
• Review outstanding tickets assigned to individual to be reviewed, updated and reported
• Relevant tertiary qualification
• Excellent communications with keen technical understanding of appropriate Helpdesk and LAN/WAN technologies
• Experience in service provision
• Minimum of 2 years relevant systems support, helpdesk, training or other computer related experience
• Experience with Windows OS and MS Office is a must
• Experience with Apple systems is an asset
• ITIL certification is a plus
• Fluency in spoken and written English and Chinese are mandatory, Mandarin is an asset
• Research and prepare all Manual Invoice Requests
• Research and prepare Credits/Allowances
• Process Storage Charges
• Maintain Monthy Shipping and On Order Report
• Analyze Price Exception Report to ensure proper invoicing
• Resolve all pricing discrepancies with licenssees and production
• Work with Licensees and Sourcing to resolve all Product Claims
• Resolve system issues
• Support Sales, APC, and Production teams with any operatonal issues
• Special projects
• 3+ years prior work experience in a related field
• Extremely organized
• Knowledge of ACS
• Knowledge of Excel
• Intermediate mathematical skills - Ability to calculate figures such as discounts, interest, commissions, and percentages. Ability to apply concepts of basic algebra and geometry
• Create reports in support of internal and external market participants
• Review and maintain security master templates in Wall Street Office and Aladdin databases
• Serve as liaison between analyst and rating agencies to facilitate ratings process
• Bachelor's Degree in Finance
• 5 years buy-side experience with global equity trade settlement
• Knowledge/experience with Omgeo CTM/Global OASYS
• Organized, quantitative, and detail-oriented
• Superior computer skills
• Knowledge of Eze Castle/Advent Axys
• Support in the development of new planning and reporting systems
• Identify variances
• Budgeting and forecasting
• Prepare ad hoc analyses as requested
• Participate in completion of monthly balance sheet peer reviews
• Bachelor’s Degree or Master’s degree in Finance or Accounting required
• 3 years of experience or more
• Must have strong communication skills
• Must be able to travel
• Excellent in Microsoft Excel
• Validate performance data at Total level, Asset class and Security level. Coordinate with Middle Office, US performance team and with Technology to correct and amend problems within the system
• Knowledge on the different Performance methodologies (Dietz, Modified Dietz, True time weighted, etc…)
• Assist US Performance team in the production of monthly dispersion analysis reporting
• Calculation of composite returns for all regions in the US, analyze and provide comments
• Participate in the monthly hedge fund portfolio performance reports
• Liaise with third party providers to consolidate index returns and characteristics
• Manage multiple financial analysis reporting deadlines with ability to analyze reports and a large amount of data. Develop, manage and analyze large databases of information with attention to detail. Ability to interface with various levels of management and operations
• Evaluate different types of performance on a weekly, monthly, quarterly basis: Asset Summary, Cash Flow Analysis, Fee schedule, Interest Summary, Money Market daily balances, Portfolio Performance, Statement Summary, Income Summary, and others. Ability to produce and interpret results from internal and external clients. Ability to foresee and navigate team and business through upcoming issues
• Manage deliverables while servicing all ad hoc queries and requests
• Graduate in relevant field
• IMC / CFA / CIPM level-I would be advantageous
• At least 1-2 years experience in an Operations / Banking / Securities Market environment
• PC Skills required: MS Excel, MS Word & MS Power Point
• This role requires meticulous attention to detail
• Uses initiative & readily questions
• Producing Control & MIS reports in conjunction with overseas partners
• Analyze and validate the data. Coordinate with global business partners to correct and amend data issues within the reports/ databases
• Preparation of capacity & MIS reports for the team
• Driving the team towards process automation and high level synergy between the teams on either location
• Review the KPI's and constantly work on providing a robust KPI for the team
• Checking the Risk & Control areas for the process and constantly updating the same for changes if any
• Degree (Bachelors OR Masters) in Commerce, Business Administration OR Finance
• Minimum 2-4 years of work experience with exposure to reporting and analytics
• Excellent verbal and written communication at all levels
• Highly energetic, team player and hard working
• Quick learner; proven ability to quickly learn the business, the application, and quickly adapt to ever changing priorities
• Critical thinking to proactively identify and develop new ideas / innovations / approach that will add values to the business and the team
• Ability to understand and articulate business goals
• Process Management Skills and experience
• Computer Skills: MS Excel, MS Outlook, MS Power Point, MS Access, SQL (preferable)
• Have the ability to work independently and to proactively seek guidance from others as needed
• Understanding of financial markets (preferable)
• Strong knowledge of banking operations
• Understanding of troubleshooting client (internal/ external) experience issues and be able to quickly determine sensitivity to business risk
• Knowledge of securities industry and back office operations (e.g. options, equities, fixed income, custody services, etc.)
• Knowledge of operating and compliance standards and audit requirements of the department
• Knowledge of handling/processing FX transactions (Trade Backed FX request)
• Investment Banking Operations experience required, Private Banking operations experience would be beneficial
• Ability to analyze a process and recommend ways to improve quality, control, and efficiency
• Review, monitor and action against daily break, fail and control reports
• Follow up with Custodian/Counterparty for the Failed Trades
• Manage queries pertaining to Fail trades or breaks including cross border trades
• Securities Market
• Fixed Income
• Money Market
• Communication – Verbal & Written
• Accurate verification and execution of all Trades, Cash and FX instructions received by internal partners within established service level agreements
• EOD balancing with custodian / Managing the Funding of Settlement Nostro for various currencies for settlement of Fixed Income and Equity deals
• Timely completion of cancellation and correction requests
• Respond promptly and accurately requests & inquiries from the Front Office, Client Service, Custodian and external brokers
• Follow up with the Custodian / Counterparty for the Failed Trades
• To check Pre matched report and settled deals report
• Following up with internal / external counterparty for unconfirmed trades
• Handle cross border trades and handle queries
• Coordinate with the cash management team and the Middle Office team
• Regular review of various Business Matrix – KPI, Capacity Report, Error Logs, etc
• 4/5+ years of Banking / Cash Product / Securities / Processing experience in financial services environment
• An acute awareness of the high risk, time critical and complex nature of the Private Banking environment, an ability to work under pressure and to meet tight deadlines is essential
• Flexible to work overtime and on holidays
• Proficient on Microsoft Word, Excel and Access
• A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through
• Client centric to provide better service
• Good time management skills
• Must be very detailed oriented
• Excellent written & spoken English communication skills
• An appreciation of control and quality issues
• Risk awareness
• 2-4 years of comparable work experience
• Deep understanding of equities, bonds and options
• Background using systems such as Omgeo, Eze Castle OMS and Bloomberg
• Clearly establishes themselves as the Application owner for assigned applications or systems, once officially turned over for Production implementation, resolving incidents by determining and documenting solutions within the enterprise service management tool. Drives recovery efforts according to service level targets. Provides 24-hour support on a rotating schedule
• Acts as problem owner for assigned systems and applications, participating in root cause analysis meetings. Fully supports and follows TCF Problem Management processes and procedures
• Ensures appropriate documentation exists prior to turnover from development and facilitates this official turnover and associated administrative tasks. Contributes to knowledgebase articles. Creates Runbooks and other documentation for assigned systems and applications
• Participates in projects for assigned applications or systems. Ensures documentation is completed and training occurs prior to production acceptance. Follows SDLC processes and procedures, completing required project documents
• Assists in improving service delivery and support processes including incident management, problem management, change management, configuration management, availability management, and capacity management
• Defines high-level monitoring standards for applications and systems
• Supports departmental and corporate goals by meeting key performance indicators and defined metrics. Assists in developing reports to show measures of success
• Fully supports and follows TCF Change Management processes and procedures
• Two-year college degree with technical emphasis
• 2-3 years of application support; and,
• 2-3 years technical support experience
• Excellent problem management and customer service skills
• Excellent interpersonal, verbal and written communications skills, with the ability to effectively interact with customers at all levels of management
• Independent problem solving ability; self-direction based on given job duties and responsibilities
• Demonstrated ability to implement automated solutions to manual tasks
• Experience with Level 2/3 application support
• Experience managing large projects
• Process creation experience
• Must be a good team player
• Knowledge of banking products, systems and processes
• Ability to independently problem solve and resolve issues successfully
• Processes general ledger journal entries
• Loan transfers between source application systems
• Charge Offs
• Perform analysis on loan transaction histories to resolve disputes
• Follows through after research is completed
• Follows up and resolve any exceptions
• Practices attentive listening to understand the needs of the individuals; communicates effectively so that issues can be resolved
• Effectively manage multiple competing priorities
• Proficient in Microsoft Word, Excel, and Access
• Strong listening skills, communication skills, and presentation skills
• Strong understanding of loan systems
• Familiar with compliance and servicing regulations and guidelines
• Conversant in lending practices and accrual calculations
• Commitment to continuous improvement
• Familiar with non-performing loans
• Is commitment to continuous improvement
• Is willing to re-engineer processes from scratch; including working with others, openly accepting suggestions, and using experimentation
• 1-4 years’ experience at another hedge fund, fund administrator or other service provider with relevant hedge fund industry exposure
• Exceptional communication and organizational skills
• OTC trade support/confirmation process and/or 40 Act Liquid Alternative Funds experience
• Candidate with in depth understanding of Accounting preferred
• 2-3 years of relevant work experience
• MS Excel– 2
• Partners with management and staff to work on planning, implementation of projects that support the operational function
• Bachelor’s Degree in Marketing, Finance or Accounting preferred
• 2-3 years of business analysis or operations support
• Manages functional requirements related to BIN and Numeric Delete process and other ongoing program operational responsibilities
• Manages US licensing activities such as weekly approval logs, BIN memo validation, billing, quality control and team workload balancing
• Assists Customer Support and Operational staff with specific Level 2 business scenarios and decisions including training on basic functions
• Supports on an as needed basis monitoring and quality assessment programs such as business requirements review, quality assurance validation and reporting, Durbin ongoing assessments and various internal audits as assigned
• Identifies and resolves work flow issues and refers unusual problems to appropriate specialist or manager for resolution
• Assist in implementation of policies and procedures and provides feedback/input on resource requirements and allocation
• Works independently and receives minimal guidance
• Professionally qualified or equivalent with 5 years professional experience or equivalent combination of education and experience
• Working expertise in Microsoft Office, including Outlook, Excel, PowerPoint and Access
• Understands and working expertise in Visa databases and workflow tools including VCIS, VCSA, VMM, etc
• Working knowledge of the payment industry
• Knowledge of E2E licensing process, business drivers, expectations
• Deliver insights into the catering operations for the business
• Deliver statistical analysis
• Support the delivery of campaign/trial business cases
• Input to monthly financial reviews and forecasting
• Proactively work with the wider business
• Previous experience in a similar role
• Demonstrable experience analysing large amounts of data
• Financial experience desirable
• Reporting and Billing: Check, correct, and send monthly/quarterly/annual client investment reports and annual performance reports. Check and approve monthly client billing. Maintain billing software for changes and new client additions
• Annual Account Reviews – Complete firm-wide, comprehensive, annual client account reviews that meet compliance standards for all managed and courtesy clients
• New Client On-Boarding Process – Prepare, monitor, and control all back-office aspects of new client on-boarding process to ensure an excellent client experience. Set up new clients in Advent/Axys, including reporting and billing, and in our CRM
• Account Administration and Data Integrity: Daily reconciliation between the Advent/Axys system and custodians and monthly cost basis reconciliation. Ensure highest quality of data integrity
• Client Service Back Up: Provide paperwork support for various Portfolio Managers and Wealth Advisors, as needed, in preparing new account applications and account transfer forms
• Compliance – assist with AML/KYC compliance, OFAC reporting, and other regulatory tasks to meet and exceed industry requirements
• Research and Projects: Identify firm-wide operational inefficiencies, research potential solutions, present solution proposals to management team, implement new software and/or procedures, and evaluate for effectiveness
• Prioritization/ multi-tasking; time management
• Work cross-functionally and in teams
• High proficiency in Microsoft Office Applications: Word, Excel, PowerPoint
• Tech-savvy and quick technology learner
• Detail Orientation – Need eye for detail and there is zero tolerance to oversight mistakes
• Analytical - Ready to review multiple documents to determine various asset types and find relevant information critical to business
• Communication (Spoken – Assertiveness & Written) – Ability to communicate effectively and assist Client Service Specialists with queries/investigations
• Actively work with the team to resolve exceptions. Document exceptions and discuss new learning’s with team
• Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
• Control orientated and Risk awareness is essential
• Candidate with in good understanding of Securities market and various products with an experience of 2+ years of servicing asset types like Equity, Fixed Income, and Hedge Funds etc
• MS Excel, Word & Power point – 2
• Communication – Spoken & Written – 2
• Trade processing, ie, affirmations and settlements of trades booked
• Discrepancies investigations and exceptions monitoring for issues resolutions in a timely manner
• Provide excellent client service to all our internal and external clients
• Participate and/or run projects and initiatives that arises within the team, for eg, process efficiencies exercises
• Processing of fax requests received from the Client Service Group
• Monitoring of queues and workflows and adhere to multiple cutoffs
• Play an active role in user acceptance testing for all technology releases and enhancements
• Be part of root cause analysis and other initiatives related to the line of business
• Support the team in their mission to provide top quality operations
• Establish excellent relationships with various internal departments and external parties with whom interaction is required
• Actively work with the team to resolve exceptions. Prepare case notes and discuss learning's with team
• Look for opportunities to improve process efficiency
• Prior knowledge of SWIFT, FED Wire or any other fund transfer system desirable
• Atleast 0-2 years experience in an Operations / Banking / Securities Market environment
• Strong systematic troubleshooting, problem solving skills and initiative
• Good planning, time management and documentation skills
• Ability to multi-task. Easily adapts to changing priorities
• Ability to work independently with minimal supervision
• Effective communication with team members, internal and external clients
• A self-starter with a high degree of personal integrity. Possesses a strong work ethic with a self-imposed desire to exceed everyday expectations
• A degree in management information systems, commerce, math and/or science or an equivalent combination of education, experience and training
• No less than 1 year of related experience
• Basic knowledge of SQL and Microsoft technologies would be beneficial
• Provide process focused analytics support to Operations
• Analyze all aspects of the operations experience, including but not limited to, customer experience, key contact drivers and servicing performance
• Ensure all analysis supports appropriate Operations investment decisions and optimizes Operational expenses
• Conduct extensive analysis of performance trends and provide insightful business performance reporting
• Adhere to all analytic standards and support all Operational analytic strategies
• Conduct Ad-hoc analysis as and when required
• Bachelor's degree or equivalent of 4 years of analytics experience
• 2+ years of analytics experience gained in school or professional career, preferably within the call center or banking environment
• 6+ months' school/professional experience with SAS BI, PC SAS or SAS Enterprise Guide or equivalent SQL software with experience extracting structured data from an Oracle of similar environment
• Experience with Microsoft Office Suite: Word, Excel, Outlook, Power Point
• Strong project management, communications, multi-tasking, ability to work independently, relationship management skills are keys to success
• Solid understanding of card industry financial P&L drivers and key sensitivities, with business performance reporting experience
• Some SAS or SQL data mining skills and advanced skills using spreadsheet and presentation tools
• Demonstrated ability to manage complexity and multiple initiatives
• Ability to synthesize/analyze diverse information, develop and recommend strategies
• Responsible for communications with business units in the support of the EIM DWE/EBI solutions. Roles includes receiving and prioritizing queries, investigation of issues raised through Peregrine tickets , monitoring and resolution of Peregrine tickets as designated first line support of DWE, month end data verification, issuing bulletins to the enterprise user community and data dictionary updates as required
• Understanding of Teradata Access Request process and monitors all requests ensuring appropriate manager and Data Steward Approval in place before granting access. Roles and responsibilities forms are completed and filed and training completed before any access is granted must be documented
• Achieve the expected SLA with our business users
• Taps into the knowledge of internal sources , complementing with knowledge of own area of expertise
• Continually enhances skills and builds knowledge in all aspects of the organization , the business and information systems
• Business line(s)' business applications/ processes
• Different programming languages (e.g. SQL, Cobol, JCL )
• Multiple platforms e.g. MVS, Teradata
• IT Standards , Methodologies,CMM & audit requirements
• HMDA Reporting
• Pre-Approval Loan review
• Underwriting (Date Entry), Underwriting (Internal Review)
• 8) Processing/ Production -90% of the daily productive time, 10% - Non BAU activities, Business initiatives, process reporting, process trainings/ huddles
• 2) Good Analytical skills with an attention to detail, Quick Grasping and Retention
• 4) Time Management, Flexibility & Adaptability to changes
• 8) Thinking Strategically - Be able to drive positive changes, promote ownership and demonstrate "My business Mentality"
• 9) Manages Relationships through inclusivity and is able to actively manage stake holders and demonstrate collaborative team work
• Responsible for monitoring systems and operational processing for all of Central Technology and Operations
• Ensures key schedules for system availability are met
• Maintains daily log of all system disruptions, escalates issues to senior management
• May work with clients, management and outside agencies
• Responsible for administration of outages, engaging management, GTI, opening tickets, documentation of root cause and communicating with senior management, clients and other banks regarding payment processing issues or transactions
• Provide Level 1 Technical Support for production incidents
• Escalating issues to Level 2 Support when necessary
• Responding timely to all Production tickets
• Strong leadership skills to lead a bridge calls or chat conversations to push resolvers for quicker resolution
• Proactive, driven, and able to work on their own initiative
• Broad based background in technology (Windows, UNIX, Linux, Mainframe, Oracle, SQL)
• Experience supporting a diverse distributed computing environment (Windows, Unix, Linux, Mainframe, Oracle, SQL)
• Responsible for monitoring systems processing, such as, funds transfer, funds control and database applications, order execution, system level alerts, new client connectivity and exchange connectivity
• Participates in and supports all testing initiatives, recovery/implementation events
• May maintain and create user profiles and reference/static data
• Serve as point of contact for issues from both internal & external clients
• Perform document gap analysis by reviewing available documentation and evaluating information available publically or through vendors for multiple Asian jurisdictions
• Liaise with sales/client teams to obtain and validate correct documentation
• Process KYC/AML by, enriching KYC requests in the system and performing enhanced due diligence as required
• Support creation of key business metrics
• Liaise with internal departments to support KYC issues
• Participate in Remediations, internal/external Audits
• Process KYC/AML by evaluating information available publicly or through vendors, enriching KYC requests in the Legal Entity On boarding (LEO) system and performing enhanced due diligence as required
• Perform critical risk and control activities including actively identifying and resolving risk (SIAI, PCS etc), assisting in implementing, monitoring and supervising regulatory change, documenting new procedures or changes in existing procedures and providing timely reporting and escalation
• Develop and maintain meaningful metrics
• Perform other daily tasks such as support ad hoc requests for information (MAS questions, audit inquires etc.) and participate in UAT and efforts to develop robust systems
• Face off with business partners, support groups, audit, compliance, business supervision and operational risk and partner with global peers
• Knowledge of International/Domestic Banking mainly – Asset transfers, Automated Customer Account Transfer Services (ACATS) & financial services operations
• Control Orientation & Risk awareness – Candidate must possess an eye for detail and must be able to create an environment of control and compliance
• Contribute to an environment of collaboration and mutual responsibility, overall good team player
• Should be creative and innovative; challenges status quo; generates strategic advice/client solutions
• Mutual Fund
• Flexible to work overtime and in US work hours
• Sending of cash flow reports and processing of cash flows with clients handled by team via telephone calls and emails
• Prioritize high volumes by risk levels, funding and settlement deadlines, and client needs
• Prioritize workload to meet targets and provide the highest possible service to our clients, whilst ensuring daily deadlines are met
• Investigate and resolve any cash breaks relevant to the team’s customers
• Ensure all controls and procedures are adhered to
• Continually review current procedures & processes; suggest and implement ideas to improve the efficiency and quality of work in the group.      
• Update & follow up daily, weekly & monthly sales trends in order to develop reports & analysis for middle managers to report to top managers
• Responsible for the assessment of divisional reports such as: Monthly BE, Financial formats and divisional formats and responsible for delivering reports accurate & on time
• Align projects & cycles with Bottler in order to coordinate dates and identify on time alerts or delay issues
• Develop taylor-made analysis that ensure operations areas sustainable value captured from insights detected
• Review market trends, share analysis & volume performance in order to help middle managers with the Business Cases construction in SSDs or Stills
• Ensure that BDB database platform, now new Compass, is align and has the correct info in line with Bottler sales info, so that any KO worker could consult volume, revenue & brands trend with accurate information. Help with the training process of frequently BDB users
• Responsible for the development of forecast volume and continue tracking of brand reports & identifying opportunities
• Key EMEA point person for supporting partner, internal order management and finance teams with order processing questions
• Run business reports and reconcile data between systems using MS Excel
• Serve as local system admin/subject matter expert to the vCAN Business Portal application
• Support and manage EMEA quarter end activities related to booking orders and serve as key vCAN OPS EMEA contact for escalations and resolution
• Perform UAT testing on new features and bug fixes
• Report application bugs to vendor
• Please note this is a contract role and does not qualify for a Visa**
• Compile, review, analyze and distribute data for both standard reports and ad-hoc requests
• Identify opportunities to enhance tools to enable higher operating efficiencies, improved data quality and usage
• Collaborate effectively with other others
• Provide weekly status reports for management
• Review results with management, provide training/coaching to address areas of improvement and/or increase tool knowledge/use
• Conduct in-depth data analysis, identify trends, provide and/or implement recommendations to improve service level performance
• Manage contractual updates in various tools/applications through numerous touch points
• Bachelor's Degree with at least 5 years of work experience involving project management, report production, analysis and/or process improvement (or equivalent work experience)
• Proficient with standard applications (Outlook, Word, Project, PowerPoint, Excel, Adobe Acrobat, etc.)
• Experience with Business Service Insight is preferred
• Work experience in the financial industry is preferred
• Detail-oriented, results-driven
• Must be a self-starter and able to set priorities and manage multiple tasks/projects
• Must have strong and effective professional verbal, written and presentation skills for audiences ranging from individual contributor through executive level
• Experience working in a global and diverse environment
• Works effectively both independently and with team members
• Ability to produce high quality and/or final work product under strict deadlines
• Ability to adapt quickly in handling evolving tasks with minimal supervision
• Maintains a positive attitude in an ever-changing environment
• Conduct end-to-end process review to ensure operations are in compliance with policies and standard operating procedures
• Provide coordination, analysis and implementation on operational projects around business processes, technology upgrades, management reporting, etc
• Proficiency in use of Mandarin would be an advantage. 6. Proficient in PC Knowledge and familiar with Microsoft Excel, Word, PowerPoint and Outlook, etc
• Process check disbursements, securities and fund transfers; take action on control reports and wires
• Ensure that operational work is accurately and efficiently processed, providing service to clients, and protecting the Firm from financial loss and liability
• Resolve all service, administrative and operational problems, while communicating status to Financial Consultants and internal clients
• Research and collect unsecured debits
• Review and assist in collection procedures
• Ensure support staff and FCs understand and follow all rules and regulations of the regulatory agencies as well as Firm policy and procedure
• Coordinate branch examinations -- provide records and information requested by examiner
• Review branch examinations findings and assist Branch/Ops Manager in responding to and implementing recommendations
• Be alert for compliance and client problems, reporting unusual or unethical situations to the Branch/Ops Manager
• Assist Operations Manager with administrative and sales support functions to minimize risk and assure efficient client-focused service
• Focus on management, compliance, and supervision
• Supervise and coordinate Operations support staff work and assignments
• Evaluate workloads and problem areas within operations to determine potential reassignments and training
• Supervise and cross-train operations staff
• Assist Branch Manager in disseminating information at regular branch meetings
• Perform all managerial duties delegated by the Branch Manager
• Analytical and meticulous
• Mature and independent to handle assigned tasks with minimum supervision
• Ensures appropriate documentation exists prior to turnover from development, and facilitates the official turnover and associated administrative tasks. Contributes to knowledgebase articles. Creates Runbooks and other documentation for assigned systems and applications
• 4-6 years of application and technical support
• Demonstrated ability to implement automated solutions to manual
• Daily oversight and management of the CWM Program Generic mailbox
• Supports requests for tenure policy exception for both CWM Contingent and Professional Service (statement of work) Programs
• Customer Service Orientation
• Excellent follow-through/up
• Business and Financial Acumen
• Analytical skill set to support CWM projects & strategy
• Meeting & Events Approvals, Budgeting & Coordination
• REACH Program Coordination & Assistance – Learning and Development
• REACH Interview Scheduling & Tracking – Recruiting
• Operational Assignments (Operational tasks, CIAB Book creation, subscription management, email distribution management, etc.)
• Any other duties commensurate with position or level of responsibility
• Experience with Learning and Development, Recruiting, Meeting and Events, Information Reporting, ideal
• Self-starter/requires minimal supervision
• Solid oral and written communication skills
• Technically competent at the desktop level using Word, Excel, PowerPoint and Adobe Acrobat Pro
• Re/insurance knowledge, a plus
• 20% Business Delivery & Operations
• Provide input and assist with the implementation of changes to current policies and procedures to mitigate risk for BMO Harris Financial Advisors
• Establish and maintain appropriate advisory relationship with operations in BMO Harris Financial Advisors
• Establish and maintain appropriate advisory relationship with Regional Sales Managers, Regional Administrative Managers, Financial Advisors and Investment Associates
• Review, update and assist in developing BMO Harris Financial Advisors policies and procedures, including participating in forms design and development as required to improve business operations
• Coordinate, establish and maintain procedures in conjunction with department management
• Assist in and maintain material for training purposes and address any questions to increase overall knowledge across BMO Harris Financial Advisors
• 80% Risk Management
• As a licensed “Principal”, monitor designated work queues for the review and approval of New Account, Account Maintenance and/or Asset Movement activity within departmental procedures and guidelines, ensuring proper documentation has been obtained
• Review all new and existing BMO Harris Financial Advisors business for missing and/or inaccurate information to determine if consistent with the firm’s policies and procedures and departmental guidelines
• Perform first line AML/CIP monitoring including the verification and documentation of all new customers as it relates to the broker dealer CIP; perform OFAC checks and AML red flag identification prior to account opening; document and log all verifications
• Conduct AML sanctions screening and escalation of AML/CIP red flags identified in the account opening process
• Perform surveillance and assist in the analysis of various reports to ascertain compliance to broker dealer policies and procedures; perform periodic testing of broker dealer policies and procedures; and, perform additional targeted surveillance when warranted
• Monitor work queues to ensure the timely processing and appropriate documentation of direct to fund (DTF) related activities
• Assist with error and other problem resolution including the preparation of Letters of Indemnity, as requested or required, for review and approval by department management
• Verify that diligence is utilized on all accounts with respect to AML/CIP policy and procedures
• Maintain working knowledge and provide back-up support to other Operations or CSU tasks and responsibilities as requested or required
• Bachelor’s degree in Finance, Accounting, Business or related field
• FINRA Series 7, 24, 63 licenses and other licensees that may be deemed necessary by the business; insurance licensed preferred
• Minimum of 3 years Securities and Insurance industry experience
• Working understanding of product offering and the financial advisory business
• In-depth knowledge of state and federal laws (insurance and securities)
• Proficient in Excel, PowerPoint, Word
• Ability to overcome sales pressure to approve accounts that are deemed unsuitable for the client or firm
• Working ability to analyze quantitative results and model outcomes
• Ability to effectively multitask in a fast paced work environment
• Effective organizational, decision-making and problem solving skills
• Ability to work and communicate with team members
• Excellent Customer facing skills and ability to build rapport with clients
• Graduate preferably in Finance / Commerce or Accounts
• 1-2 years of relevant experience would be preferable
• GOOD analytical skills
• Support the GFX trading business in Asia for GFX products such as FX, NDF and FX Options
• Assist in breaks investigations and follow up with relevant teams or counter parties
• Assist in confirmation exceptions monitoring and clearing of such exceptions in a timely manner
• Provide administrative assistance to the team, which includes adhoc request
• Communicate with management on a daily basis to gather needs, present results/recommendations, follow up and provide status
• Provide training/coaching to address areas of improvement and/or increase tool knowledge/use
• Administer client surveys
• Bachelor's Degree with at least 5 years of work experience involving data analysis, business intelligence, service level performance and/or process improvement (or equivalent work experience)
• Proficient level of MS Word, PowerPoint and Outlook, with a preference for advanced Excel (VBA) knowledge and skills (formulas, macros)
• Knowledge in Oracle Analytics OBIEE, Tableau, Business Service Insight and MS Access is preferred
• Excellent research and analytical skills, including the ability to summarize/present results and explain the "story behind the numbers" to staff and management
• Visa experience and/or knowledge of the payment solutions industry is preferred
• Ability to identify, recommend and implement improvements
• Produces high quality and/or final work product under strict deadlines
• Adapts quickly in handling evolving tasks with minimal supervision
• Maintains a positive attitude in light of business challenges and new tools integration
• Strong understanding of Transact business at a fairly detailed level. This includes products, what they do, and how they interact with other products to form a complete system
• Create, review, and reconcile sales orders to ensure accuracy between the customer purchase order(s) and contractual agreement(s)
• Support the development of metrics to measure, analyze, and recommend improvement strategies on operational processes to include productivity models, resource allocation models, metrics and measures
• Present findings to Transact Operations Management regarding key activities, trends, and measures affecting this business and our customers
• Provide process and reporting analysis to support the management team in decision making
• Create and maintain customer facing quotes and sales orders through the use of Oracle Big Machines. Prepare margin analysis to determine discount eligibility. Validate discount approvals and determine the appropriate resource to approve the discount
• Determine how the product/service will be delivered (by Consulting, Support or third party vendor) and confirm when the product/service has been completed. This requires analysis of all fulfillment systems (CRM, Kimble, Payment Gateway, etc.)
• Provide assistance to the Consulting team to determine proper product pricing and provide information regarding sales details. This includes project setup in Kimble and timesheet audits, as well as, determining the value of Consulting project change requests
• Provide operational support to the Support team by creating cases, determining the severity of the case and assigning the appropriate resource to resolve the case
• Receive, review, and set up new projects in Kimble
• Prepare weekly and monthly invoicing files from Concur, CRM, Go Sign Me Up, Kimble data to review and prepare Peoplesoft Financials Contracts for billing and revenue recognition
• Review and correct interface errors in relation to daily invoicing
• Train Consulting and Sales resources on: sales procedures relating to contracts, quotes and orders; Consulting timesheet and expense entry; Consulting forecasting by Project Managers; standard invoicing procedures
• Act as a liaison with the Accounting department to resolve any invoicing and revenue related questions
• Research customer disputes and provide necessary backup to support invoicing
• Provide reporting to Consulting management to determine profitability, project statuses, and projected invoicing
• One year of experience in Sales or Client Services Operations
• One to two years of Clerical and accounting experience
• Strong computer, financial, communication and analytical skills
• Experienced Microsoft Excel user
• Ability to collect and assess data, and report findings in a clear and concise manner
• Ability to work with minimal supervision, use logical judgement in decision-making, and solve complex problems
• Strong interpersonal and written and oral communication skills. Ability to interact with all levels of internal clients and external vendors
• Conduct and oversee requirementsgathering, functional analysis, design activities related to business processes
• Provide detailed analysis ofprocesses and workflows with suggestions for improvement
• Provide ongoing business processstandardization and re-engineering
• Identify areas where technologycan lead to increased efficiency and productivity
• Understand the functionsconstraints imposed by current systems
• Must be willing to traveldomestically
• 3 years of experience as a business processanalyst, project manager or consultant
• Proficient in process improvement methods (e.g.process mapping, measurement system analysis, time study, standard work
• Experience in analyzing or modeling businessprocesses and data using a variety of tools and techniques (Visio, Minitab andadvanced Excel skills) and other computer applications, such as MicrosoftOffice.software products
• Excellent analytical, organizational and problemsolving and conceptual skills
• Proven facilitation skills with previous experiencedesigning workshops, facilitating group sessions and working with teams to gaincrucial input from key contributors
• Exceptional interpersonal, written and verbalcommunication skills and the ability to communicate appropriately with alllevels of the organization, including Executive Management
• Abilityto present and discuss technical, functional and management information in aclear and concise way that explains complex topics, is persuasive and promotesconsensus
• Lean or Greenbelt Six Sigma Certificationpreferred
• Bachelor’sdegree required
• Has proven ability to set and deliver upon priorities within busy, shifting environment
• Strong customer service
• 5 years of relevant experience required
• 1+ year of post Undergraduate experience in the Financial industry
• Bachelor's Degree in Economics and/or Finance
• Basic knowledge of Hedge Fund Operations
• Previous experience with Reconciliations and Settlements
• Understanding of Financial and Accounting principles
• Solid problem solving and investigative skills
• Responsible for ongoing support of key Wealth Management services
• Work closely with delivery teams to ensure technology changes and projects adhere to standards and governance required to be accepted in Production
• Plan and execute operations initiated projects
• Perform BCP/ DR exercises to continue to maintain service resiliency and redundancy
• Effectively manage relationships and services delivered by third parties
• Excellent problem solving skills - ability to quickly understand complex system and business rules
• Excellent communication skills, both verbal and written. Display strong customer service focus and the ability to deliver quality support
• Flexibility to take on-call support and weekend work as required in a demanding support position
• Previous experience in Superannuation and/or Insurance Industry a plus
• Identify efficiencies based on data research and provide recommendations for improvement
• Perform analysis to identify opportunities for revenue assurance and quality assurance efficiency
• Evaluate research and analyze data for commercial order operations
• Audit data for accuracy, quality and revenue assurance improvement
• Assist with data analysis to improve operation including uncovering data anomalies and performing research of other forms of key operational data
• Ability to draw conclusions and make recommendations based on evaluation of data
• Create ad-hoc extracts/reports/presentations using various tools to meet internal needs
• Assist with annual/monthly budget and outlook process for Order Operations including expense analysis
• Assist with reconciliation and analysis of headcount including modeling based on volumes
• Evaluate findings, using knowledge of workflows and operating practices
• Accountability for accuracy in the reports generated as well as an understanding of the contents to support the documentation
• Analyze data, make recommendations and provide statistical support to management as needed
• Create queries in SalesForce to extract required data
• Use advanced statistical formulas and programming in Microsoft Excel, MS Access and other relationship database applications in analyzing data
• Ability to multi-task working on multiple projects consecutively
• Ability to work well with general supervision and work independently with understanding when to escalate/communicate with management as needed
• Ensure a high degree of data integrity from reporting tools as decisions are made based upon report content
• Ensure accuracy on production reports created by understanding the sources of data from related areas and being able to support the results
• Working knowledge of SQL is a benefit
• 3-5 years in comparable position
• Working knowledge of internal controls
• Monitor counterparty exposure, ISDA terms and excess cash/collateral
• Monitor FX-hedging program for all managed accounts
• Assist with nightly pricing of all fixed income securities for the platform
• Must have working knowledge of general business, computer skills, and performance analysis techniques
• Detail-oriented and organized; experience in project management a plus
• Manage daily output reports for the distribution center, including daily dash
• Deliver weekly reporting on on-time shipments and drop for ship forecast analysis. Investigate and report on anomalies or outliers on these reports
• Document processes and develop tools and reporting
• College Degree and 1-2 years of experience in Supply Chain Management
• Self-starter, can work independently with minimal direction
• Able to exert tactful influence in a matrix organization - must be a strong team player and communicator
• Strong analytical skills - enjoys working with data and numbers
• Extremely well organized, able to develop succinct reports and tailor data to various audiences
• Skilled at developing processes and structure while remaining flexible to business needs
• Able to react quickly to changing priorities is required
• Capable of scaling in Crocs organization and willing to take on additional project work as part of the learning process
• Microsoft Access and/or Cognos a plus
• Minimum 6 months experience working in administrative department
• Must have worked as an employee of Intellisource and/or Select Staffing in the Crocs warehouse for a minimum of 6 months
• Can demonstrate full knowledge in assigned department
• Maintained or exceeded assigned departmental performance standards
• Maintained or exceeded assigned departmental accuracy standards
• No more than 5 unexcused absences during tenure with Select Staffing
• Able to train others in job functions
• Able to train and guide others through technology systems that drive function
• Day to day running of operational duties across Prepaid Services and Commercial cards MENAPT
• Knowledge of debit and credit card products and processes
• Vendor management experience
• Customer Service / Oversight and Management experience
• Conduct and oversee requirements gathering, functional analysis, design activities related to business processes
• Provide detailed analysis of processes and workflows with suggestions for improvement
• Provide ongoing business process standardization and re-engineering
• Identify areas where technology can lead to increased efficiency and productivity
• Understand the functions constraints imposed by current systems
• Must be willing to travel domestically
• 3 years of experience as a business process analyst, project manager or consultant
• Proficient in process improvement methods (e.g. process mapping, measurement system analysis, time study, standard work
• Experience in analyzing or modeling business processes and data using a variety of tools and techniques (Visio, Minitab and advanced Excel skills) and other computer applications, such as Microsoft Office.software products
• Excellent analytical, organizational and problem solving and conceptual skills
• Proven facilitation skills with previous experience designing workshops, facilitating group sessions and working with teams to gain crucial input from key contributors
• Exceptional interpersonal, written and verbal communication skills and the ability to communicate appropriately with all levels of the organization, including Executive Management
• Ability to present and discuss technical, functional and management information in a clear and concise way that explains complex topics, is persuasive and promotes consensus
• Lean or Greenbelt Six Sigma Certification preferred
• Perform review of associates work at the direction of the manager
• Work on special projects at the direction of the manager (i.e. client conversions, audits)
• Demonstrates ability to work in a high pressure deadline-oriented environment
• Demonstrates ability to process data accurately, while performing multiple tasks, under tight time constraints
• Demonstrates ability and knowledge to perform multiple roles within a team
• Demonstrates intermediate problem solving skills
• Demonstrates ability to actively participate or lead team activities or work inititiatives
• Demonstrates ability to perform job functions with numerous interruptions
• Demonstrates excellent analytical skills and problem solving skills
• Demonstrates ability to effectively participate in business partner meetings
• Manage daily operation of the Service Provider
• Ensure all order and queries and processed
• Work closely within the Order to Cash team
• Track daily operations and issues
• BS/BA degree, applicable certification or equivalent related experience required
• Order operations experience
• Order to cash experience
• Strong focus on Quality and high attention to detail
• Excellent knowledge of Microsoft (MS) Office
• Strong training and presentation skills
• Creative problem solver and good interpersonal skills
• Minimum of 1 years' experience in a similar position
• Perform a critical control function by reviewing and approving all derivative trade confirmations in accordance with the TD Securities Confirmation policy and procedures and with ISDA (International Swaps and Derivatives Association) documentation standards
• Act as a key resource / subject matter expert on derivative confirmation documentation, processes, workflows, systems/applications, and regulatory functions
• Ensure strict compliance with the requirements of various regulatory bodies, particularly in the areas of trade reporting, timely confirmations and record-keeping
• Intra-day review of applicable Confirmation tracking queues within various systems to ensure appropriate steps are taken to mitigate operational risk
• Promptly investigate and resolve all documentation issues and escalate as appropriate
• Develop a network of contacts throughout the banking industry and act as consultant to the different groups within the Bank, such as the Front Office, Back Office, Treasury Documentation, Legal and Compliance to ensure cooperation, effective negotiation and coordination of efforts in the issuance and/or resolution of disputes in the confirmation process
• Keep abreast with new developments in the derivatives industry particularly as they relate to new derivative products, documentation conventions and industry best practices
• Proactively identify opportunities to automate and improve the confirmation process; actively participate in developing, testing, and implementing new or enhanced processes and other process improvement initiatives
• Review and update department's procedures, ensuring all departmental functions are captured and documented
• Participate fully as a member of the Team, providing guidance and assistance to other Confirmation Officers when necessary
• Possess strong knowledge of exchange-OTC and OTC derivative products, confirmation and ISDA protocols to ensure minimal risk from use of complex derivative products
• Strong quantitative, analytical, and problem-solving skills; ability to see the "big picture" in a complex environment
• Keen attention to detail and high personal standards for accuracy
• Excellent verbal and written communication skills and interpersonal skills coupled with excellent customer service skills. Comfortable and confident interacting with all levels of employees in various areas, with proven ability to build strong relationships with business partners
• Possess a strong willingness to learn
• Demonstrated skills in influencing, negotiating, critical thinking and multi-tasking
• Strong organizational and time-management skills; ability to establish priorities and meet deadlines
• Ability to work in a high pressure environment while ensuring work is of high quality
• Ability to adapt to change
• Work independently, with minimal supervision and as part of a team
• Strong working knowledge of Microsoft Office 2010, particularly Excel, Word, Outlook and Visual Basic
• Familiarity with the following applications is an advantage: Calypso, Summit, Darwin, and Scrittura
• Exquisite Customer Service skills
• Must be willing to work in a high volume call center environment
• Must be willing to learn mortgage
• Must be willing to work shift hours which can include night hours and some Saturdays
• Ensure adherence to established procedures as well as audit and control policies
• Gain an in-depth understanding of Direct & Global Custody Issuer servicing
• Interface with all operational units across Citi where necessary to meet servicing needs
• Research and Respond to Complex inquiries in an appropriate and timely manner, meeting high quality service standards and escalating where to management when required
• Collaborate with process documentation, gap analysis, MIS, data mapping, and process and workflows improvement efforts
• Account reconciliation: Ensure the Finance system are in line with the firms books and records
• Customer Service: Work closely with the customer on any operational issues related to their account, including settlement issues, Principal and Interest questions, and corporate action issues
• Trade booking: Monitor clients trading activity and book trades to the client’s account where necessary
• Cash payments: Process and approve cash payments initiated on behalf of our clients, ensuring all firm requirements are satisfied prior to making the payment
• Bachelor's Degree (Majors in Business, Finance, Economics or Mathematics preferred); or equivalent work experience
• Securities experience desirable
• Client Management focused
• Strong interpersonal, analytical, time management and problem solving skills
• Organized, detail oriented, tenacious, multi-task solution focused
• Adaptability- Quickly learn and share new processes
• Proficient PC skills: MS Word, MS Excel, MS Access is desirable
• Enthusiastic learner
• Must be able to work overtime and may work US Holidays
• Data Entry skills: 50 WPM or better
• Knowledge of MS database desirable
• Maintain and improve customer satisfaction
• Proven history of timeliness and accuracy
• Requires SQL 1+ years experience
• Requires VBA for Excel 1+ years experience
• Requires 1+ years of Data Analysis experiecne
• Preferred 1+ years mortgage servicing experience
• Preferred 1+ years FCRA experience
• Preferred 1+ years Metro II format experience
• Prefer familiarity with business application including; Mortgage, Card
• Maximise availability and productive hours, therefore enhancing revenue opportunities
• React and respond to business needs, adjusting resources when required, highlighting opportunities to move resource both within and to assist other departments
• Responsible for maintenance of MU’s areas on IEX. Example – Setting up new Management Units or movement of resource within Management Units
• Responsible for producing & maintaining all desktop & procedural documentation, ensuring compliance with control & audit guidelines
• 2-4 years of relevant work experience
• Accounting- 2
• MS Excel – 2
• Actual vs plan weekly and monthly financial analysis at SL/Sector/ Area level
• Analyse month-to-go and year-to-go expectations regarding plan achievement - prepare the analysis
• Research forecast and prepare and plan analytical information and communicate to SL/sectors/locations and finance
• Prepare various reports related to sales and pipeline and present to the leadership team
• Prepare weekly and monthly presentations to the leadership team which will provide the overview/insight on actual vs plan results
• Provide the ideas, take initiatives and be proactive regarding the view/graphs/tables for presentation
• Work and communicate with SL/areas/regions in order to collect commentary, explanations, and clarifications on analysing information
• Knowledge in Engagement monitoring
• Experience in Engagement Finance Monitoring and reviews
• Understanding of EY business model
• Sound knowledge on Engagement economics concepts like TER, TNR, Invoicing etc
• Knowledge of EY financial metrics, business drivers and their dependences
• Strong technical skills with the ability to analyse, problems design and implement solutions independently
• Advanced Excel and PowerPoint skills- Pivot, VLOOKUP, and ability to manipulate and draw trends from vast amounts of data
• Highly team oriented approach, with flexibility regarding tasks undertaken and the ability to prioritize a number of conflicting demands to meet exacting deadlines
• Willing to work in shifts
• B.S./B.A. degree required
• Experience at Hedge Funds that trade multiple security types
• Buy-side experience preferred
• Credit and Equity derivatives knowledge (CDS background preferred)
• Familiarity with daily cash, position, and P&L reconciliations
• Ability to trade entry and settlement
• Perform trade confirmations, swap affirmations and allocations
• Security valuation and maintenance of security master
• Maintain data integrity across systems and reports
• Systems – Tradar, Bloomberg, ICELink
• Solid Microsoft Office skills, especially Excel
• Use problem solving and analytical skills in order to determine the most effective means of increasing ROI for the company and advertiser
• Provide forecasting reports, status updates, and progress reports to the relevant internal groups
• Work closely with internal groups such as Publisher Services, AdSales, Strategy, Technology and Product Management
• Devise and assist with the execution of performance led strategies, ensuring key advertiser goals are met
• Provide pricing and inventory guidelines for all offerings on the Millennial Media platform as part of the pre-sales process
• Execute campaigns across Millennials proprietary adserver and programmatic campaigns across Millennials DSP
• Index and Benchmark
• Sourcing Index and Benchmark Data from a series of Vendors, updating the same and their appropriate linkage to the respective client account, Maintenance of their values from Vendors in a timely manner, Manage exception and control checks
• Index and Benchmark setup
• Setting up Indices and Benchmark data on the IP and B-One, and eventually on IBEX which would be the Golden source of Index and Benchmark database
• Active participation in technology calls by giving ideas for enhancing the business rules
• Ability to suggest quick manual work around solutions for meeting the immediate front office/middle business requirements till such time the technology solution comes in place
• Partnering with various vendors through calls and review sessions for business rules enhancements
• Knowledge of regulations impacting the Market, reference data and pricing functions
• Ability to comprehend the upstream
• Interact with different stakeholders, Operations and Technology Team to resolve process issues and play key role in adding process controls and efficiencies
• Maintain high hygiene standards in the team and ensure team follows all process controls with no lapses
• Ability to comprehend the upstream and downstream impact of any Data activity, along with the Risk and controls associated to the same
• Have a better understanding of all the Risk and Controls, and should be able to lead the Risk and Control self assessment for the process
• Have a proactive approach to problem solving, taking ownership of issues and having the determination to bring the issues to the closure
• Identify process improvement opportunities and record the hard or soft saves
• Developing of individual scorecards and provide monthly feed backs to improve performance
• Actively participate and manage global & local initiatives
• Identify & escalate issues, exceptions, procedure gaps to supervisor in a timely manner
• Responsible for MIS reporting in a timely manner, Data Analysis & preparing Business Reviews on a regular basis
• Ability to suggest quick manual work around solutions for meeting the immediate front office/middle business requirements till such time the technology solution comes in Place
• Timely reporting of process metrics and constantly increases the targets to achieve efficiency
• Ability to form strong relationships and partnerships
• Maintain over 99.5% internal and 100% external accuracy at team level on a consistent basis
• Achieve daily production targets on a consistent basis and turnaround Priority reviews within the stipulated timelines
• Partnering with various Teams, Departments and stakeholders through Meetings, calls and review sessions for business rules enhancements
• Facilitate training and development for team members and peers
• Learning the process and exception scenarios in a crashed timeframe
• Better Knowledge of regulations impacting the reference data, Client, Account and Product level data
• Should have good Grasping power, able to learn faster and conduct training sessions of all the learnings to the new joiners
• 2 – 4 years of experience in Operations preferably in Client, reference, Securities, or Market data & pricing functions
• Preferably Subject Matter Expert on Client, Account, Product and Hierarchy data
• Project Management - Timely Execution of Projects
• Domain Expertise
• Communication - 1. Presentation skills 2. Being able to deliver message effectively
• Value creator
• Good knowledge of products and markets Definitions
• Performing Quality Assurance on KYC due diligence on prospective clients
• Reviewing classification of the prospective client and confirm that the risk rating is applied correctly by the front office
• Liaising with internal clients regionally to rectify deficiencies in KYC submitted. Ensuring all missing documentation is managed, reported on, and escalated appropriately
• Liaising with Legal/Compliance to validate any legal documentation presented for Private Investment Company/Trust accounts
• Performing Quality Assurance on revised KYC due diligence for existing clients
• Quality Control on front office staff responses to transactional activity alerts using existing due diligence on file
• Assisting in ad-hoc account opening or due diligence projects, particularly focusing on Politically Exposed Persons
• Assisting with the KYC periodic review programme
• Aiding with strategic projects, including implementing global initiatives to enhance the on-boarding model
• Follow up on any outstanding issues by liaising with the referral officers
• Close interaction with TCS EServe, Sales and Compliance for transaction processing, status updates, investigations etc
• Management of documentation packs received from clients
• Tracking of incoming requests in line with MIS requirements
• Ensure you are fully aware of personal and departmental objectives making maximum contribution towards achieving these goals when opportunities arise
• Work /assist with ad hoc projects which may be required from time to time, working to meet agreed deadlines
• Responsible for ensuring the client’s collateral is released after the loan is paid in full
• Processes the release of the bank’s lien position for loans secured by real estate, aircraft, marine vessels, marketable securities and fine art along with loan documents for loans that have been repaid
• Performs research of prior paid loans with predecessor banks
• Partners with legal department on the release of complex collateral
• May assist in designing, documenting, implementing and monitoring of new processes
• Full working knowledge of operations environment acquired through experience in an operations environment and on the job training
• Knowledge of AFS Loan System, BOSS, GFS CCA
• Practical understanding of credit structures, documentation and loan accounting principles
• Savvy PC skills including ability to navigate through on-line county websites
• Collateral documentation experience
• Knowledge of mortgage related documentation including mortgage instruments, title policies and mortgage releases
• Title Company or Paralegal experience
• Hands on experience in extensively using Framwork Manager and Reports Studio, Data Modeling
• Experience in defining and executing unit testing, User acceptance testing
• Experience in working with large projects and large project teams
• Proven success record – delivering on time and on budget
• Experience and success record in delivering complex, scalable, applications deployed to large user base
• Experience in developing and deploying BI solutions in different industries (healthcare, manufacturing, banking, etc)
• Requires 3+ years investment industry knowledge
• Prefer experience with operational controls in an Risk & Control Self Assessment (RCSA) testing environment
• Requires strong project management skills, ability to work independently and attention to detail
• Must have ability to use independent judgment and willingness to dig deep into details of projects
• Excellent verbal and written skills with a proven ability to work with all levels of personnel including senior management
• Experience with Microsoft Products, Word, Excel, PowerPoint, etc
• Ability to organize information in a concise and user friendly way
• Ability to effectively build relationships and partner with the field
• Assist IT Department with controlling expenses activities to reach the financial objectives
• Work closely with IT VP and support with any ad-hoc report required
• Support the 3 year strategic plan and annual budgeting process
• Run pre-defined daily, weekly, and monthly reports (e.g., budget, dashboards, Opex, labor, Capex)
• Collect key data elements from various origins (e.g., SAP/BW, Hyperion, InfoShip, spreadsheets, customers’ systems, and manually captured data)
• IT expenses monitoring versus monthly budget and forecast. Preparing a variance report identifying root causes
• Use MS Access and Excel to compile, analyze, and summarize data
• Analyze data for the following: problem identification, root cause identification, trends, measurement of key processes, improvement opportunities
• Prepare analyses and presentations regarding specific topics as requested by supervisors
• Work closely with accounting to ensure monthly accruals, re-classes and cross charges are completed
• Coordinate with accounting department to ensure effective, accurate and timely reporting
• Identify issues that impact IT expenses. Identify solutions
• Support and assist project teams focused on IT’s projects
• Experience analyzing and auditing records and workflow
• Experience auditing employees to ensure compliance with Department of Labor (DOL), Affordable Care Act (ACA), and other NY State employment regulations
• Prior human resources experience
• Be a dedicated partner support analyst for high level escalations and research ¿ operations liaison to Client Experience
• Have a focus on Customer Support with escalations from external partners (verbal and email)
• Research and resolve complex account and customer issues (verbal and email)
• Internal/External Partner Support Meetings
• Support Process Review/Documentation of processes
• Be responsible for the management of partner level email support boxes
• Report to leadership support needs of internal and external partners
• Bachelor's degree in Business, It or a related discipline completed
• Information Technology Infrastructure Library Foundation Certificate (ITIL) is a plus
• Related management or leadership course work is beneficial
• 5+ years working in a level 1 environment
• Past leadership experience is beneficial
• Proficient in Microsoft office
• Demonstrated ability creating process and documentation for a level 1 team
• The ability to prioritize critical tasks and coordinate with staff to accomplish them under duress
• Ability to adapt to shift work (off hours/weekend work) - this position requires 6PM - 6 AM availability (Graveyard shift)
• A strong technical aptitude and excellent communication skills. Demonstrated ability to bridge the gap between Customer Support, Management and staff
• Emerging leadership skills and a strong technical background in Windows or Linux
• Pricing of equities, fixed income, derivatives, hedge funds etc from Bloomberg, S&P, IDC, CITCO etc
• Knowledge of regulations impacting the reference data and pricing functions
• Knowledge and understanding of Trade life cycle
• Assertive in giving feedbacks and communication
• 2 – 4 years of experience in Securities Operations preferably in reference data & pricing functions
• Maintaining an inventory of all CWM Operation's procedures
• Maintaining version history including a summary of updates, revisions and deletions
• Coordinating annual CWM Operation procedure reviews inline with Risk & Control Self-Assessment (RCSA) requirements
• Ensuring proper approval of procedures has been received prior to publishing
• Maintaining the CWM Operations procedure intranet site
• Perform training to CWM Operations associates regarding procedure guidelines
• Ensuring Action Plan closures include updating procedures where applicable
• Performing process control audits to identify areas of improvement within CWM Operations procedures
• Provide management reporting on the monthly Operation Risk Management meeting
• Requires 5 years investment industry knowledge
• Prefer project management experience
• Prefer expertise in Excel and PowerPoint
• 3-5 years mortgage processing, underwriting and/or audit/quality control experience
• Ability to demonstrate Intermediate proficiency of Federal and State regulatory requirements
• Detail oriented with ability to set goals, meet objectives, take initiative and complete tasks within deadlines
• Must have organizational, planning and problem solving skills
• Flexible / Adaptable
• Analytical / Critical thinking - be able to anticipate problems and resolve early
• Operational Risk knowledge preferred
• MS Access / Excel / Word intermediate level
• Bachelors Degree is a must
• Ability to make independent decisions
• Process/Ops Management Skills and experience
• PC Skills required: MS Word, MS Excel, Lotus Notes, MS Power Point,
• Project management experience is required to carefully plan, document, track and map out each stage of our resale activations
• Effective team builder and communicator, acting as the liaison and working across multiple departments to ensure each project progresses within the targeted timelines and throughout the project
• Develops problem solutions by describing process requirements in a work-flowchart and diagram; studying system capabilities; analyzing alternative solutions
• Develops project estimates by identifying phases and elements, personnel requirements, and costs
• Verifies results by completing quality assurance (QA) tests
• Maintains quality service by establishing and enforcing organization standards
• Provides reference for team members and customers by writing documentation; providing support and help
• Maintains process / metrics / reporting systems by researching and resolving problems; maintaining system integrity and security
• Bachelor of Science in Business, Operations, eCommerce, Industrial Engineering, Mathematics preferred or equivalent work experience required
• 2+ years experience in business operations /process improvement or six sigma
• Relevant industry experience: eCommerce, IT/software, web operations
• Education or experience in QA Assurance processes (software, IT or manufacturing)
• Demonstrated skills in
• Driving a disciplined methodology and a holistic view for process management
• Leading a team of Process Assistants to identify opportunities to mitigate risk, improve the customer experience, create process efficiencies, improve controls and create/enhance process documentation through process mapping activities
• Partnering with Operations leaders and CSD support groups to develop and execute solutions for opportunities identified
• Partner with Operations and Business Partners to implement changes that introduce a material reduction in resolution timeliness for Cardholders
• Partner with Specialty Operations Leadership to create and implement short and long-term strategic plans
• Assists in developing, maintaining and improving program policies, strategies, processes and procedures within the assigned function
• Ensures timely definition and completion of new strategy initiatives
• Collects data prepares and reviews reports and performs analyses using spreadsheet and database tools; makes recommendations to management based on findings
• May participate in cross-functional projects
• Gathers and organizes pertinent information to aid in systems or business process analysis or defining and executing initiatives
• Utilize Microsoft Excel for collecting, reviewing and presenting information using pivot tables, formulas, graphs and calculated fields
• Prepare team communications such as internal e-mails, notifications, newsletters and infographics, with responsibility for content management and storage
• Create engaging and informative presentations for team meetings, training material and business reviews using Microsoft PowerPoint
• Updating system information in the TA database to facilitate the TA team, reporting needs, data integrity and new settings
• Participate in calls and meetings by preparing an agenda, documenting action items and providing follow up
• Collaborate with colleagues to identify opportunities for improvements and to cultivate solutions, in harmony with TA goals & objectives
• Active Learning - Demonstrating passion for new information, knowledge, and experiences; regularly seeking and capitalizing on learning opportunities; quickly assimilating and applying new information
• Passion for Results - Driving high standards for individual, team, and organizational accomplishment; tenaciously working to meet or exceed challenging goals; deriving satisfaction from goal achievement and continuous improvement
• Planning and Organizing - Establishing courses of action for self and others to ensure that work is completed efficiently
• Information Monitoring - Setting up ongoing procedures to collect and review information needed to manage an organization or ongoing activities within it
• Communication - Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message
• Manage regulatory and business processes to protect the business and increase the effectiveness and efficiency of Wealth Management’s front-office business lines. Such services include
• Provide ongoing support of operational solutions that assist with product delivery, improve the effectiveness of the branch network and/or improve the client experience
• Consistently ensure that proper reporting, regulatory and compliance requirements/issues are being managed and delivered within the required time frames
• Assist in providing educational, training, support material and guidance on AML/ATF, IIROC Rule 1300, QI, FATCA and Document Deficient account opening documentation and other related requirements
• Develop and maintain relationships with internal and external partners
• AML/ATF, tax reporting, IIROC Rule 1300, QI, MFDA & IIROC requirements in the wealth management industry
• In-depth knowledge of the completion of industry forms relating to AML/QI/IIROC Rule 1300
• Detailed knowledge of operational processes used in support of Wealth Management’s businesses
• Technical understanding of the Broadridge BPS & Dataphile systems
• Broad understanding of the different systems and technology used by Wealth Management firms (OAM, COLD, Access, Excel)
• Technical knowledge of the policies, processes and procedures used within Wealth Management businesses (e.g. brokerage, trust, investment counsel, mutual funds and private banking)
• The ability to manage projects, juggle multiple priorities and manage deadlines; and
• Strong communication and collaborative work skills
• Highly developed results orientation ensuring effective use of resources in meeting project timelines and budgets
• Effective execution skills to ensure the successful delivery/implementation of products/systems, processes, policies
• Ability to balance and prioritize sometimes competing or conflicting goals of various departments/stakeholders (requires highly developed strategic influencing skills)
• Ensure the timely and accurate fulfillment of customer orders
• Monitor and maintain Production / Customer Purchase Order from Production to Customer
• Identify and resolve ASN issues
• Identify and resolve size code errors
• Assist in and oversee resolving systems data integration issues
• Identify root cause of integration issues and recommend process change
• ERP System Item Master maintenance
• Purchase Order entry
• Investigate discrepancies between invoicing and product received into inventory
• Product and Customer Order Management
• Ensure the seamless flow of Merchandise form the Warehouse to RL Canada Customers
• Handling and solving account queries
• Timely and accurate delivery block removal
• Liaise with Production, Account Service, Warehouse, Continuous Improvement and Customers
• Provide support with projects and process improvements as required
• Degree in business preferred
• Past experience in developing processes for on-going activities
• 1-3 years in Warehouse or Supply Chain experience
• Enthusiastic, positive, professional and pro-active service minded attitude
• Excellent oral and written communication skills – ability to communicate with people at all levels of the organization
• Previous Experience with SAP an Asset
• Flexible; handles new challenges with a positive approach
• Proficient in Microsoft Power Point, Excel, Word & Outlook
• Bi-lingual English/Spanish preferred
• Relevant experience in corporate credit risk analysis and in some of the above mentioned operational areas
• Broad understanding of legal documentation of complex financing structures
• Exceptional analytical and strong calculatory capabilities
• Strong communication abilities
• Excellent English language skills and possibly good language skills in another language such as German, French or Spanish
• Intermediate German language skills
• Excellent IT-skills (MS-Office incl. Excel)
• Strong ability and interest to fit in with a team
• Flexibility, proactivity, resilience and commitment
• All aspects of trade capture for exchange traded derivatives
• Identifying and resolving processing exceptions
• Manage risk within your role/function
• Focus on process improvements, be a part of change management as part of your daily role
• Participate in User Acceptance Testing
• Display excellent written and verbal communication skills, and communicate ideas succinctly
• Self starter able to work independently in a challenging and fast paced environment
• Work with stakeholders at multiple levels and build relationships quickly
• 3-5 years ecommerce experience with a major online retailer, or traditional retailer with a significant online presence
• 5-7 years program/project management experience, with a demonstrated ability to translate business requests into execution in a professional technology organization
• Proven sense of high accountability and self-drive to take on and see through big challenges: must be a self-starter and detail oriented
• Experience with web content management systems, merchandising and ecommerce tools
• Ability to creatively solve challenging business/technology problems
• Experience gathering business requirements and turning them into detailed project plans and milestones, and communication of overall project status
• Proven ability to work cross functionally to drive the implementation of new processes and policies as well as resolve operational issues
• Proficient with Microsoft Office products including Outlook and Excel
• A BA/BS degree in technical field or related discipline preferred
• Preferred – Custody process Three years mortgage knowledge
• Preferred – Two or more years Mortgage Banking or Financial Services experience
• Preferred – Bachelor Degree or equivalent work experience
• Required – Data analysis experience
• Required – Data extract and update experience
• Required – Intermediate level knowledge of Excel (demonstrable)
• Required – Basic MS Access query tool knowledge (demonstrable)
• Excellent verbal and written communication skills including ability to communicate with all levels of management and staff; as well as technical and non-technical personnel
• Positive attitude and a strong commitment to customer service
• Good organizational and prioritization skills
• Strong analytical skills, ability to set and achieve challenging goals
• Ability to monitor and report operational statistics and management reporting as defined
• Solid interpersonal skill; works well within a team environment
• Good verbal and written communication skills; excellent telephone etiquette
• Provide support for application development changes, ensuring operation efficiency and correctness
• Assists in the maintenance of all automated systems, keeping technologically current with all announced changes and enhancements
• Provide technical assistance, ensuring data processing resources are used most effectively and promoting the use of automation products
• Participate in monitoring the requirements of new projects to ascertain whether new or additional equipment is needed and make recommendations to enhance current operation procedures
• Provide production support as needed to assist with problem resolution
• The incumbent is responsible for acting as liaison between development, data center, vendor and client personnel in order to effectively implement new or enhanced products according to standards
• Remotely deploy new applications, updates and patches and version releases to end users, utilizing distribution tools
• Assist software developers and system administrators in the deployment of application, operating system upgrade
• Learn and utilize Microsoft System Center Configuration to support Business Solution delivery team and users Groups
• Assist Information Technology personnel in the deployment of in-house and third party application
• Resolves all event management tickets
• Provide Reporting to internal clients on Group Memberships, File Access, Devices and Software on the M&T network and Active Directory Reporting to ensure proper separation of duties and recertify file, application and server access for audit purposes
• Bachelor's degree and three years of work experience or in lieu of degree seven years of relevant experience or equivalent on work experience
• Thorough knowledge of personal computers and software utilized by department
• Knowledge of JCL, VSAM File Structure, MVS utilities, and various automation products
• Excellent written and oral communication skills. Analytical ability
• Creates weekly cases, schedules utilizing planning and scheduling of weekly visits, resources and duration of tasks assigned to the client Distribution Centers (38 sites, each with a primary and secondary Tech requirement)
• Leads and facilitates client and internal meetings and presentations as required for monthly operational governance
• Understands business justification and program prioritization and provides alternative solutions to the customer and management
• Monitors SLAs, First Time Fix, Aged Cases
• Implements program management practices that result in successful program delivery
• Works with customer to determine desired outcomes and approaches
• Responsive to customer inquiries regarding program status, approaches, CSLS and technology issues
• 3 or more years experience in Program Management, Service Delivery, Distribution Centers, OR Dispatch/Field work
• Bachelor’s degree in a relevant field or experience equivalent
• Experience developing presentation decks, communicating technical information, and ticket review
• Bachelor’s Degree or equivalent (BBA / BComm/ BA)
• High degree of accuracy and ability to analyze large amounts of data
• High level of adaptability in a dynamic team environment
• Ambitious, results-driven achiever
• Conceptual / Strategic thinker
• Intermediate to Advanced Excel Skills (Pivot Tables and Macros)
• Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint) Book international & domestic travel arrangements and organize itineraries
• Develop and maintain electronic files as needed
• Assist with staff onboarding and off boarding which includes requesting equipment setup and system access
• Exhibits increased proficiency in duties and expanded knowledge and application of software packages
• Knowledge of general office procedures (e.g., filing, correspondence, scheduling)
• Ability to adapt procedures, processes and techniques to the completion of assignments
• Advanced ability to organize events
• Tact and good judgment in confidential situations and proven experience interacting with senior management
• At least eight years of secretarial / administrative experience
• You have at least 4 years of work experience using SQL
• You may be asked to demonstrate the ability to write a complex query and speak to the SQL language in depth
• You may be asked to explain the differences between the different types of database objects and how they relate to building more efficient queries
• Solid skills in database performance factors, monitoring tools and tuning procedures
• A solid skill with one or more programming language is preferred
• Oracle version 9.x and 10g exposure preferred
• Assist Optics DC with controlling expenses activities to reach the financial objectives
• Work closely with DC Manager and support with any ad-hoc report required
• Expenses monitoring versus monthly budget and forecast. Preparing a variance report identifying root causes
• Identify issues that impact expenses. Identify solutions
• Other duties and responsibilities, as needed
• Maker/checker for various processes like sales reporting, MAS reporting, EMBS rates maintenance, settlements etc
• Performing the Global Rewards settlements function and ensuring no long aging items
• Monitoring the GLs and liaising with different departments across business to address various issues/queries/escalations
• Managing various control functions like Audit, ADD, eDCFC, Testing etc
• Performing timely review of process documents and ensuring they are up to date
• Governing and providing guidance and support to the outsourced team in Dalian
• Identifying process improvements/gaps to increase efficiency and control
• Working on various other Ad hoc requests/projects as required
• Proficiency in MS Word and MS Excel
• Knowledge in ECS+ will be an added advantage
• 4+ years of experience with Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial / Retirement Planner
• Prior experience with various products, including: Equities; Fixed Income; Repurchase Agreements; Futures; FX; Mortgages; and Options
• Middle / Back Office experience covering: Trade Settlements; Fail Control; Reconciliation of Trade Discrepancies; and, Client Servicing
• Minimum of 1-2 years of experience in Technology & Operations preferably working on initial level troubleshoot
• Broad based background in technology (Windows, UNIX, Linux, Mainframe, Oracle, SQL) and CCB Operations
• Process Oriented with excellent analytical (able to identify the problem area) and technical troubleshooting skills
• Work with a sense of urgency and attention to detail
• Mainframe / Control-M / ORACLE Database / SQL / UNIX / Wintel Experience
• 3-5 years mortgage processing or related experience
• Previous pipeline management experience a plus
• Basic knowledge around all legal and credit documents
• Bachelor's degree from four-year University or College or at least 4 years' experience in a similar role
• 3+ years' experience as a report developer/analyst with SAP Business Objects is required
• The ability to work independently and meet deadlines
• Experience with Tableau, Graphana, or Microsoft BI is a plus
• Ability to write SQL Queries a plus (SAP/BO)
• 3+ years' of experience with Financial and/or Operational Reporting is required
• Strong analytical and problem solving skills and a desire to learn
• Strong knowledge of relational database concepts and design
• Excellent written and oral communication skills and comfortable interacting with various levels in the organization
• Experience leading meetings and hosting presentations
• Experience in translating business needs into requirements
• Working knowledge in Microsoft Office tools with a focus on PowerPoint and Excel
• Limited travel may be required
• Support operational and system support initiatives via phone, email and in person
• Support SalonCentric store leadership with development and documentation of procedures, practices and processes to ensure high quality service and compliance to standards
• Collaborate with NOC departments to plan, develop and deploy new processes, procedures applications and enhancements
• Encourage and recommend processes and service improvement for stores by building strong cross-functional relationships with all corporate NOC teams.,
• Assist with the documentation and remediation of store support training gaps as they are identified
• Work with Corporate IT partners on projects as needed
• Travel required 0 - 10%
• 1-2 years of experience in store operations, system support or related field
• Ensuring timely, complete and accurate processing of transactions (including performing all relevant controls) within own area of responsibility
• Ensuring Customer and Internal Stakeholder queries are answered in the most professional and efficient way possible
• Supporting customer needs in an efficient, effective and professional manner and handling exceptional requests when required
• Reviewing and resolving problems by conducting necessary analyses and communicating resolutions
• Servicing specific customer enquiries accurately and in a timely manner in line with departmental standards
• Providing a service and interacting with colleagues in line with Deutsche Bank values and policies
• Applying all internal and external policies / guidelines in order to meet the requirements of the Regulators
• Consistently meeting individual Service Level Agreements (SLAs), Key Performance Indicators (KPIs) and quality measures, while supporting the team in meeting and exceeding overall SLA & KPI metrics
• Providing input, as appropriate, to ensure a superior offering in the face of changing client needs and market trends
• Using knowledge and experience from own area of responsibility to inform the design and implementation of strategies to eliminate waste and improve efficiency and performance
• Working effectively within own team, providing support and guidance to colleagues to create and foster an environment of continuous improvement
• Providing ad-hoc support to colleagues and management as required
• Experience in Loan Documentation
• Experience with Loan Collateral and trade processes
• Able to explain regulatory requirements
• Data. You will manage the quality and analysis of the organization’s data
• Improve the organization’s efficiency across departments
• Manage the implementation and ongoing use of a CRM system
• Manage the reporting of effectiveness across the organization’s operations
• Having a deep love for data and information
• Highly comfortable with Excel
• Active learner who is constantly learning and trying new things
• The ability to solve complex problems with creative solutions
• Excellent interpersonal and people management skills
• Effective team member in high-intensity environments and able to thrive under pressure
• Studied a quantitative discipline (statistics, business, math, economics, computer science etc.)
• Experience with Salesforce, excel macros and pivot tables - R, Python, Matlab or Stata is a plus
• Applicants to this job SHOULD send resumes to [email protected]
• Timely import of client trades and allocation of client activity to facilitate entry into the Bank’s settlement, accounting and client reporting applications
• Provide timely responses and resolution to trade booking/settlement issues, positions and cash/cash-flow reconciliation exceptions and general operational queries emanating from the PB business line, GWO, internal support functions or directly from the clients
• Reconciliation of all trading and related event activity reflected between front and back office systems and appropriate escalation and resolution of client position and cash discrepancies
• Co-ordinating with GWO with regard to trade matching, confirmations and settlement in adherence with local market regulations and internal Bank policies. Ensuring discrepancies are accurately documented, escalated in a timely fashion and resolved while minimizing opportunities for losses
• Developing a detailed understanding of each client’s account, actively monitoring the client’s behaviour as it relates to operational activity and escalating appropriately where conditions exist that are considered out of the norm
• Ensure the accurate and timely input of static and performance data into the relevant operational applications and platforms in accordance with internal policies, documentation and controls
• Documentation of procedures and process flows to help enhance controls and ensure compliance with Bank policies and guidelines
• Liase between the FrontOffice and SecOps on issues and Client requests
• Building and reinforcing consistency in the service delivery model in accordance with best practices and anticipating client issues, identifying trends and root causes with the objective of developing and executing solutions to strengthen business confidence and increase client satisfaction
• At least two years experience in securities or deriviative operations
• Previous experience dealing with clients
• Be willing to help develop a newly formed organization
• Strong organizational skills and works efficiently
• Possess strong computer skills, familiarization with Broadridge (BPS/GLOSS), CDSX, DTCC, NEOLink would be an advantage
• Effective time management skills with the ability to work quickly within a deadline driven environment
• Must be available to work weekday hours from 7:30am until 5:30pm (with some flexibility with earlier starts and later finishes)
• Reconciling clients firm and client positions on internal systems against agent bank records
• Liaising with custodians/brokers whenever necessary to resolve any discrepancies in trades
• Regular follow up on trade status with agent banks
• Identifying cost saving opportunities in operations processes
• Ongoing self development/cross training across the settlement function
• Address List
• Client / ILT List
• GAP Address List
• GAP - 23A Reporting
• GAP Email List
• GAP Flash Estimates
• Participant Call
• Tax Rendering
• E-Delivery Uploads
• MOL Daily User Report
• Livelink Posting
• PCAP Retraction
• Minimum 3-5 years of work experience
• Understanding of financial markets
• Understanding of alternative products and its life cycle
• Understanding of troubleshooting client experience issues and be able to quickly determine sensitivity to business risk
• Prior exposure to document rendering, management, reconciliation and upload a plus
• Experience using MS Access Databases and MS Office Suite (including advanced Excel with macros)
• Efficiently bringing production issues to resolution through effective online banking troubleshooting methodologies, including customer account issue investigation and triage, clear and concise on-going documentation of resolution efforts, and validation of implemented fixes
• Establishing sound, constructive working relationships with development and support teams across the firm, to ensure issues are brought to resolution with the appropriate level of urgency
• Communicating clearly and effectively to stakeholders and senior management with respect to the nature, impact and resolution efforts of all critical customer-impacting issues
• Participation in quarterly production releases by validating correct functionality of customer-facing products and services, as well as internal support tools post-implementation
• Documenting and sharing learned best practices with team members, with respect to troubleshooting and resolution procedures for supported products and services
• Participating in an on-call pager rotation
• 2+ years production support and issue resolution experience, preferably in a banking / payments research and processing field, with familiarity of NACHA regulations and Federal Reserve guidelines
• Broad basic knowledge of web payments and web banking products and services
• Strong experience in the production / customer support field including incident management, complying with department procedures, positively influencing client relations, and process and quality improvement
• Experience working in an environment which requires a dedicated focus on the customer, as well as an understanding of how impact to customers drives prioritization
• Ability to handle on-going re-prioritization and effective management of workload based upon changing customer impact and resolution requirements
• Ability to multi-task effectively in a fast-paced environment
• Experience working in a role which requires 24x7 rotating on-call support
• Excellent interpersonal and team player skills
• Sound working knowledge of Microsoft Office suite of applications
• Primary contact person for Issuing function under Chargeback Operations
• Responsible for backing up Acquiring function in Chargeback
• Manages the team in the absence of Team Manager and being involved in team managements responsibilities
• Coordinating with Outsourced partners and making sure cases are filled/ followed up as per association timelines
• Coordinates with vendors to participate in UAT testing and Projects/Association Compliance/Ad-hoc activities (Umero fax server migration, DCC, Compliance etc
• Developing new hires (Contracts/interns) and TCS/CSIL/CitiPhone/branches etc
• Partner in Governance for CSIL and TCS by looking at ways on effective monitoring by migrating to ESMS flow and process streamlining
• Actively participating in all new initiatives and backup lead responsibilities like, COB Coordinator, backup for Aquiring, Security Matrix etc
• manage daily reconciliation of trades, positions, margins and cash versus the exchanges and carry brokers
• support daily margining and settlements with exchanges, *carry broker and the firm’s clients
• participate in documentation of business requirements and *testing of new processes and systems
• internal liaison between the client and Citi Operations
• new account set up and mapping
• trade clearance including reallocations & transfers
• monitoring deliverable positions
• exposure monitoring & margin calling
• portfolio maintenance
• project work
• Strong interpersonal and team player skills
• Strong analytical and writing skills
• College Degree preferred or equivalent combination of education and experience
• Support the separation activities of Prepaid across all International markets
• Ensure operational exit is orderly by contributing to discussions with functional teams (Product, Technology, Operations, and Finance etc.) Planning, documenting and executing on exit strategies to support prepaid product
• Facilitating discussions in relation operational process changes as a result of vendor, technology or product changes - track and report on a case by case basis
• Support operational transition to the new company acting as a point person for Operations and Service issues
• Support vendor transition processes
• Support MandA requests for data in relation to transition activities
• Document any Business Requirements Documents, process diagrams and business cases that support the approval and initiation of key Operational exit projects
• Document new and updated processes and procedures for Prepaid Process Manuals
• In general, drive process standardisation across International as required
• Prepaid Cards knowledge with deep operational experience of the product and technologies involved
• Analyzing /preparing process and procedure documentation
• Process re-engineering
• Strong knowledge of controls and compliance in relation to a cards product
• An analytical and methodical approach
• Presentation creation and delivery
• Process mapping and documenting
• Self-motivated and able to demonstrate a high-level of initiative
• Experienced in wide-scale change management
• Skilled in using MS Office, MS Project and Excel
• Purchase Order Management. Responsible for issuing, tracking, and reporting against purchase orders to all vendors
• Raw Materials Management. Responsible for the raw material inventory and both ordering and receiving trims, sundries, and fabric according to plan
• Inventory Integrity. Responsible for the accuracy of all SKUs, UPCs, and BOMs. Inventory between the DC, ERP, and Website must be in sync and accurate. New inventory must be prepped and loaded in order to deliver successful product launches
• Reporting. Responsible for reporting on raw material vendor performance, DC performance, and Purchase Order delivery dates
• Logistics Oversight. Manage all logistics surrounding the movement of product both inbound and outbound, between warehouses, factories, DC and selling locations
• Product, UPC and SKU set up and maintenance. Set up and maintain UPC, SKU and products in the ERP. Oversee and manage all aspects of products in the ERP. Ensure BOMs are 100% accurate and up to date
• 2+ years of prior experience in operations manufacturing role
• Bachelor's Degree (BA) or equivalent from four-year college or university
• Strong computer skills to include Excel, MS office, Word, Outlook and relevant ERP applications
• High level of analytical thinking and math skills
• Demonstrate the 5 Keys to a Great Customer Experience to participants and partners on a daily basis
• Deliver functional training material in a clear, concise, engaging and interactive manner; oversee the completion of virtual training
• Participate in the panel process for lending authority and provide feedback to participants
• Quickly learn unfamiliar topics to be able to deliver content with minimal preparation time
• Develop training plans in line with recommended curriculum
• Stay current and adapt to changes in course content, policies and procedures, and regulations
• Continually assess the participants' understanding of course content and change delivery method accordingly
• Provide one on one coaching to improve the performance of the training participants
• Facilitate pre and post training activities, as applicable
• Monitor effectiveness of training program and provide feedback to improve the content or activities
• Develop communication plan to deliver frequent progress reports to key clients
• Responsible for material production and inventory management, expense reporting, attendance tracking, system access, room coordination and other administration functions
• Lead or support projects as assigned in support of NCE goals
• Two or more years of Training delivery experience
• Knowledge of training methodology, adult learning principles and small group dynamics
• Strong facilitation/presentation skills
• Proven ability to build strong relationships with business partners
• Strong coaching and consulting skills
• Ability to work comfortably with large and small groups
• Monitoring/Investigating transactions held on system queues, which are being held due to insufficient funds
• Releasing currency payments adhering to strict deadlines, provided the relevant credit approval/balance check has been authorised/performed
• Placing clients funds on overnight deposits
• Cancelling Payments
• Monitoring overdrafts via reporting
• Compiling/Investigating daily quality check reports
• Acting as a point of contact for BACS payment files breaching system limits
• Dealing with telephone and email queries received from Relationship Management and Customer Service Officers
• Liaising with Credit Risk Management and Global Relationship Managers
• Interacting closely with other Internal teams such as Payment Investigations and Processing to ensure all transactions are dealt with accurately
• Compiling and reconciling monthly quality statistics
• Ensuring agreed service standards and standard procedures are strictly adhered to
• Conducting daily/weekly/monthly and end of year reporting
• Delivering on service level components, and taking personal responsibility for problem resolution
• Dealing with escalations in a prompt and efficient manner
• Basic analytical skills, with adaptability regarding production problem solving
• Excellent communication skills (written/verbal)
• The ability to work in fast paced environment and keep pace with technical innovation
• Experience working in a pressurised and goal driven environment
• Excellent organisation/prioritisation skills and the ability to multi-task within strict deadlines
• Strongly client centric oriented, with a strong focus on delivering an exceptional client experience
• Strong awareness and appreciation of risk and regulatory issues
• Self motivated, proactive and possess an ability to use your own initiative
• Willing to work the hours of 11am until 7pm
• Graduate in Commerce/accounting
• 2 years and greater experience preferably in the banking Industry. Prior knowledge of Image Retrieval will be added advantage
• Have in-depth process knowledge for all the processes & sub processes in order to ensure that issues are resolved with least TAT
• Responsible for MIS reporting and sample review of processed work of team members
• Be pro-active in identifying issues/risks in the process and effectively manage the controls around them
• Provide quick alternative courses of actions
• Maintain timeliness on reporting deliverables
• Will be involved in periodic training and constant coaching and feedback sessions
• Ability to prioritize multiple tasks and work under pressure in a deadline oriented environment
• To ensure regular processing and provide additional support on high volume days
• Willingness to work in any shifts
• Bachelor degree in operations management, logistics, supply chain, or related field
• 3+ years of experience operating in a fast paced distribution environment
• Strong experience in all/most aspects of the distribution center, from inbound receiving to outbound logistics
• Apparel distribution and manufacturing experience a plus
• Using SQL to maintain and update charge integrity rules
• Uncovering of missed charges and coding variances through the use of applied mathematics
• Assistance with making recommendations and implementing solutions
• Understanding of revenue cycle and charging process
• Understanding of SQL and database structures
• Experience with revenue cycle is a plus
• Healthcare industry experience is a plus
• Experience with reporting and financial analysis
• Experience developing implementation program plans
• Strong PC skills including Microsoft Word and Excel are required
• Sending Follow-up Mails to Clients
• Weekly Status Update Calls with Partners for Invoices above 90 Days
• Collection of Target Collection Dates
• Co-ordination with Accountants for follow-up of Invoices
• Analysis of available inventory in reference to available order fulfillment projections
• Service level analysis for SLAs/KPI objectives gaps, and associated root-cause and corrective action recommendations
• Assist in developing solutions by describing requirements in a work-flowchart and diagram; studying system capabilities; analyzing alternative solutions; preparing system specifications; writing out SOPs
• Review data and recommend productivity and efficiency improvements
• Track inbound & out transit shipping performance by carrier. Analyze zones and geographical delivery trends and patterns
• Assist in developing project estimates by identifying phases and elements, personnel requirements, timelines and costs
• Prepares reports by collecting, analyzing, and summarizing data
• Coordinates with the Dev. Team to ensure technical issues and problems within operations are being identified, addressed, and resolved in a timely manner
• Ability to work effectively in a dynamic, multi-functional and multi-cultural environment
• Focus on quality improvement and problem solving
• Strong working knowledge of spreadsheets and other data-mining tools
• Ability to effectively present information in a formal setting and respond to questions from groups of senior managers, clients, customers, and the general public
• Bachelor's degree from a four-year college or university or an equivalent combination of education/training and experience
• Two to three (2-3) years of transportation or logistics experience
• Ideally has experience in manufacturing supply chain management
• Act as a primary representative and subject matter expert for each/assigned business area across COLA, providing excellent customer service and expertise while executing short-medium term, non-routine and more complex deliverables within specified parameters and timeframes, enhancing the employee experience
• Assist in the review and approval of systems and software access requests ensuring that access levels are appropriate for each system/software and role, retain and file supporting documentation for all requests and approvals. Ensure access levels meet TRMIS governance & best practices – escalate to management when necessary
• Make specific recommendations with supporting rational and metrics for potential process improvement initiatives for operational support, working directly with the Operational Support team and management on the effective execution. Position may be directly responsible and/or oversee various improvements performed by lower levels within the team, based upon positions expertise
• Provide assistance to the Operations Analyst and Manager Operations for analysis and review of various metrics including tracking and documentation of on/off boarding, system, premises/equipment requests, SLA targets and resourcing, generating monthly dashboards for senior management review
• Investigate and resolve issues such as newly requested roles by COLA businesses with various LOB owners to ensure appropriate access levels meet the business needs and internal bank standards
• Support implementation and provide recommendations for improvement on strategic premises and equipment plans to facilitate seamless expansion and premises/equipment upgrades to users, advocating synergies and common solutions where possible
• Excellent understanding of standard software applications
• Excellent understanding of Excel formulas, pivot tables, etc
• Strong written and oral communications skills
• Ensure accurate and timely delivery of services to clients
• Ensure specified quality of services at all levels of operations
• Supporting, attending and following-up of the respective Team meetings
• Generating reports in order to obtain periodic information on the inquiries received
• Ensure he/she has assisted in creating proper backups through adequate cross training, within the department
• Understand and create a controlled environment in day to day processing
• To be responsible for the processes involved in identifying and reconciliation of discrepancies in key control data for the banks
• Will be required to perform various processes for UK, Frankfurt, US, and Hong Kong and should be open to work in various shifts
• Will be responsible for meeting intraday deadlines and speaking to external Clients
• Support operations for the hedge fund platform
• Support day to day trade operations, including trade review, valuation, reconciliation and collateral management
• Set up wires and support cash management activities
• Support the internal and external audit, tax and compliance activities with data collection and reporting
• Track investment activity on the platform and provide reports to internal and external stakeholders
• Support the operations team on on-boarding and off-boarding managed accounts
• Review and respond to fund accounting and performance reporting questions on a periodic and ad-hoc basis from various interested parties
• Proactively look for means of automation, working within the division to make enhancements to current systems and processes
• 1-3 years of relevant work experience in the investment industry
• Ability to analyze problems and recommend solutions
• Strong Microsoft Excel skills required
• Works effectively and productively in a team environment
• Some experience in finance and knowledge of investments
• Major in finance or quantitative subject preferred
• Programming skills in VBA, SQL or other languages preferred
• Familiarity with database systems preferred
• Fund Accounting, Hedge Fund operations or audit experience a plus
• The Reference Data Specialist is responsible for creating and maintaining client level information
• Queries answering and maintains exception reports to ensure data quality within client reference repositories
• Engages in BAU issue resolution, issue escalation, and performs UAT testing for enhancements or new databases specific to client reference data
• Requires a high degree of discipline and a strong attention to detail
• Should be cognizant of client impact and is always ensuring that the data integrity of the client and account information is to the highest possible standard
• Serves as the liaison for issue resolution and research relating to client and account information queries
• 1+ years of Banking / Banking Back office / Securities Processing / treasury experience in automated / process oriented environment
• Knowledge of Investment products
• Knowledge of the operating and compliance standards and audit requirements of the department
• Should be willing to work US hours given the fact that most of the functions are US based, facing off to middle offices and front office support groups
• Maintain a thorough understanding of mainframe computer operations and working knowledge in JES2/3 environments
• Possess excellent technical knowledge of installed computers and peripheral equipment
• Have solid operations-related knowledge of mainframe production features and communications networks
• Bachelor’s Degree (Computer Science, IS or related)
• 2+ years of experience as a systems console operator
• 1+ years of experience with JES/3 and JES/2
• Effective written, oral communication and interpersonal skills. Interface with various technical support staffs, vendors, users, and management to report and resolve operation-related problems
• Demonstrated record of self-motivation and dependability
• Management of daily Aon Hewitt Group Trust and Aon Hewitt Collective Trust relationships
• Liaising with stakeholders during client investment portfolio transitions
• Working with portfolio managers on client investment transactions
• Facilitating and ensuring successful completion of client portfolio transactions. Coordinating with client trustee personnel
• Assisting investment program managers/client leads with ad-hoc requests for analysis to support client relationships
• Ability to handle the daily activity related to monitoring of client investment allocations, interpret dynamic strategy policies, and maintain awareness/understanding of synchronous planned transactions across client portfolios
• Basic working knowledge of Bloomberg
• Experience with either trust accounting, securities trading, cash flow management, performance calculation/monitoring, or client portfolio reporting
• Comfort with managing relationships with external stakeholders, e.g., trustees, custodians and Investment managers
• Modeling/VBA knowledge a plus
• Candidate for CFA or actuarial certification a plus
• Group will also consider career changers with consulting, actuarial or technical experience, and encourages successful candidates with those and similar backgrounds to apply
• Develop a personal toolbox for navigating Tesla’ data landscape
• Understand the factory data flow at a high level and how efficiency metrics are captured
• Provide data to various management and engineering teams, in both well designed dashboards and in raw data extracts
• Create tools that provide line feedback to teams in real time
• Develop auditing reports to test data validity
• Identify any gaps in data and work within the system
• Performing process control audits to identify areas of improvement/validate the control environment (process maps, procedures, Risk & Control Self Assessment (RCSA)
• Performing quality assurance of key operational functions such as client fees, interest sweep, Corrections & Remediations
• Requires 5 years of experience in either Risk & Control Self Assessment (RCSA), Audit or quality assurance
• Requires 5+ years financial services experience, Prefer investment industry knowledge
• Prefer experience implementing operational controls in an Risk & Control Self Assessment (RCSA) testing environment
• Prefer expertise in Excel, including V-Lookups and Pivot Tables
• Directs, coordinates, and responds to automation of processes and the building and compiling of databases to support operations work to improve out control environment
• Understands business problems and opportunities in the context of the requirements and recommends solution(s) that enable the organization to achieve its goals
• Adheres to the recommended Requirements Management Process, practices, and deliverables to support the organizational standards and ensure consistency of deliverables
• Confirms that operational processes are executed in a timely manner (backups etc) to ensure system and application service level availability objectives are met
• Be able to manage small projects or business enhancements by tracking activities and milestones measured against the agreed goals and document formal changes or procedures
• Manages and documents the translation of business needs into requirements to communicate to the project team activities, resources, and deliverables necessary to meet business objectives
• Participates in investigations, interviews, and formal or informal requirements gathering sessions to understand stakeholder needs
• Investigates operations-related problems/inquiries and recommends and coordinates solutions to address such issues
• Keep all stakeholders informed of progress and issues
• Establish and publish clear priorities amongst assigned tasks
• Report and escalate to management as needed
• Possesses a university degree/college diploma and/or 1 to 4 years work experience
• Demonstrates good business knowledge of the Finance/Banking industry
• Mandatory to have advanced MS Excel and MS Access database experience skills including building macros, databases, using formulas and pivot tables
• Demonstrates good writing and documentation skills
• Possesses good problem-solving and analytical skills
• Demonstrates excellent communication & presenting skills
• Communicates easily with stakeholders in varying situations (e.g., one-on-one interviews, formal requirement gathering sessions, etc.)
• Requires minimum 1 year leadership experience
• Background in Training and documentation would be a plus
• Minimum of 4 years of banking operations, compliance/legal operations, or case based service operations experience
• 1-2 years call center experience preferred
• Bachelors Degree in related field preferred (Corporate Law, Legal Assistant, Criminal Justice, etc)
• Prior experience in high production area preferred
• Have excellent attention to detail and concern for all aspects of the job
• Adapt to changing needs & deadlines and remain calm when under pressure
• Must have the ability to follow complex methods and procedures regarding asset based court orders in diverse routine and non-routine tasks
• Prefer familiarity with legal documents such as information subpoenas, restraining notices, levies, garnishments and court orders preferred
• Required to demonstrate strong customer service skills suitable for a business environment
• Participates in execution of strategy
• Specialized functional or technical knowledge that allows for independent thought and action on important department activities
• Fluency in Windows Operating Systems and Microsoft Office tools
• 2-3 years Bankcard experience
• 1-2 years Fraud experience
• Proven exceptional business letter writing skills
• Excellent analytical and decision-making ability
• PC literacy to include MS Word and Excel
• FWIR AND/OR FWI
• C3 experience
• Ability to work independently and self-motivate
• High degree of initiative
• Welcomes and is adaptable to change
• Ability to multi-task and reprioritize work and demands throughout the day
• Demonstrates attention to details and accuracy in approach
• Strong analytical skills, including financial analysis
• Proficiency in Excel, Word and PowerPoint
• Interest in structuring credit transactions
• Ability to learn about financial derivatives, investments and wealth advisory capabilities
• Ability to complete projects with limited supervision
• Bachelor's degree in finance or related field
• OS, ARC, WS, CC, EN, SRGT, SELM, etc.) experience is a plus
• Monitoring cash and asset variances between the core systems and the accounting system on a daily basis and resolving discrepancies
• Performing "buddy reviews" for other accountants prior to rendering final portfolio valuations
• Assisting with systems testing for any new releases or enhancements and maintaining a system of filing and account profiles to facilitate continuity at all times
• Supervising a team of X fund accountants including senior fund accountants and support positions including assigning responsibilities and ensuring an efficient work environment
• Reviewing NAVs and yields prior to release
• Reviewing key areas of daily operations in order to ensure accuracy and compliance with procedures and controls
• Ensuring the completeness and timeliness of reporting to clients, outside parties, and other internal departments
• Communicating all department information to the team through regular scheduled meetings and cascading the broader organizational goals to the team, ensuring that these are understood and embraced and are part of individual and team objectives
• Representing Fund Accounting with key stakeholders including fund management, the custodian, the transfer agent and all other related parties
• Minimum 3-5 years of Mutual Fund and accounting experience
• BA/BS-Accounting oriented, MBA or CPA preferred
• Proven ability to drive and deliver efficiencies through re-engineering and process improvements ensuring optimal productivity
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure and to tight timeframes
• A minimum of 2 years call center experience is
• Excellent organizational and analytical skills
• Able to interact easily with all levels of management
• Ability to think creatively by reviewing data and trends to develop meaningful reports
• Working knowledge of Access, Excel and Word
• Must be able to work in a multi-tasked environment
• Ability to interact with varying levels throughout the organization
• Self starter with the ability to not only recognize tasks to complete but also how best to effectively and efficiently complete them
• The ability to recognize work in the pipeline and willing to work to completion
• Graduate in Commerce, Management
• General understanding of credit concepts
• General understanding of derivatives, FX and participations/syndications
• Experience using the Credit Risk Infrastructure tools and applications (ARC, EN, SRGT, CRRT, OWL, SELM, etc)
• System testing and project management
• Perform end to end Testing ; User Acceptance Testing, Regression & Functional
• Assist in the parallel running of the current system to ensure the new system results are validated against the existing system
• Documentation of UAT Test Scenarios - Test Cases / Test Scripts
• Test automation
• Defect Management - identification and analysis of defects and work with Ops teams to ensure the quality of delivered software as well as ensuring timely bug resolution
• In parallel with testing responsibilities, the candidate will be required to assist in the delivery of monthly/quarterly reporting on the testing results
• Update documentation that has gone out-of-date
• Previous relevant experience in a test or technical support environment
• Test Preparation and Execution experience (preferably within business applications and processes)
• Strong problem solving and good analytical skills (defect analysis and reporting)
• Ability to interact with databases
• Track record of successful project completion working in a team
• Ability to multi-task and test different applications relating to a release
• Good time management skills and the ability to work on tight deadlines
• Strong knowledge of Microsoft software (Excel, Power Point, Word)
• Strong knowledge of SharePoint
• Ability to build and sustain relationships as well as lead by influence
• Manage multiple priorities with attention to detail
• Ability to interpret and analyze reports to identify trends
• Goals and results oriented
• Title experience preferred
• Strong knowledge of end to end mortgage fulfillment process
• BS in Business, Management, Accounting or Finance or 5+ years of experience related to procurement and operations
• 2-5 years of relevant accounting experience
• Excellent computer skills, including proficiency in Microsoft Office Products (Excel, Word, Outlook and PowerPoint
• Experience with JD-Edwards Enterprise-One platforms or other real estate financial application is a plus
• Ability to work independently and within a team to build relationships and interact effectively with business partners
• Ability to multi-task, work successfully under pressure, and effectively prioritize and manage time and workload to meet client needs
• Willingness to take on new challenges, responsibilities, and assignments
• Understanding of and commitment to client services
• Bachelors degree (B.A.) from four-year college or university
• Two to four years related experience and/or training; or equivalent combination of education and experience
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
• Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry
• Ability to Prioritize Assignments
• Advanced Time Management and Organizational Skills. Advanced Communication (Verbal and Written) Skills. Advanced PC Skills (Query, Mainframe, Database, etc.). Leadership/Initiative Ability. Mellon Analytical Solutions Product Knowledge
• Detailed reconciliation and review of portfolio transactions, cash and related functions
• Review of daily and monthly client transactions versus their custodian(s)
• Liaise between portfolio managers and custodians for all portfolio-specific activity and issues, ensuring communication of critical information
• Discover, research and resolve transactional discrepancies
• Development of investment roll-forward position reports for use by clients' accounting groups
• Assist in the coordination of client investment transitions and new investment and manager setup, including custodians, prime brokers and counterparties
• Recording client transactions and cash activities into transaction system
• Recording capital calls and distributions
• Manage the month close and invoice process for digital advertising
• IO/Contract review to ensure campaign set up aligns with contractual obligations
• Reconcile client delivery numbers to ensure accurate billing
• Monitor unbilled revenue and resolve billing disputes and discrepancies from clients by working with internal teams to ensure correctness
• Monitor client credit terms and ensure compliance to company policy
• Manage intercompany revenue and COGs for certain revenue streams
• Assist with fulfillment of internal and external audit requests
• Maintain SOX compliant internal controls
• Develop and maintain strong cross-functional relationships
• Ad hoc reporting as needed
• Minimum of 1 year of experience and proven success working in IT operations
• Demonstrate expertise with IT Service Management tools \(HP Service Manager, Service Now, Cherwell, etc.\)
• Demonstrate expertise executing documented troubleshooting processes
• Demonstrate expertise with IT Event Management tools \(CA Spectrum / Unicenter, HP OM, SolarWinds, etc.\) to identify and triage events for action
• Demonstrate expertise with one or more of the following technologies
• Identifying areas of improvement based on trending in escalated complaints and make recommendations to improve the Client experience to the appropriate Leadership Team using the power of influence
• Strong reporting and analysis including production of monthly BURs, EMRs, steering committee reports and customer experience communications
• Independent decision making based on the Client’s assertion, findings of research, and best interest of the Client/Bank
• Using thorough product knowledge to resolve unique or challenging issues on an individual needs basis. Perform extensive support - analysis, reporting and root cause customer experiences
• Analyzing Client disputes and offer solutions that fit both Client and company needs
• 6 years' experience in B2B businesses and/or Operations
• Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Expertise with data manipulation and Tableau
• Strong written and verbal skills needed
• Customer experience background
• Customer Insight generation
• Oversee and document Construction Costs for all Capital Projects
• Perform monthly general ledger reconciliations
• Managing expense budgets
• Represent the University as the Tenant of Record for our Community rental unit program
• Handle All Revenue reporting including vending commissions
• Assist the Executive Director for University Operations in conducting statistical analyses and P&L statements
• Perform various administrative and accounting duties, as necessary
• Bachelor’s degree required, Accounting or Business Administration degree preferred, plus at least 3 years of related experience
• Will work directly with the Food Service Director to prepare Profit and Loss analysis for all campuses and locations
• Will coordinate with Facilities Managers on each campus to review all buildings and equipment
• Will interface closely with the Executive Director for University Operations re: All Admin Services departments and Budgets
• Must have proven experience with financial / budget operations and proficiency in Excel and other Microsoft Office products
• Strong analytical skills and the ability to work independently or with minimal supervision while managing multiple projects
• This individual must be detail oriented with strong organizational skills in the performance their duties
• Bachelor’s degree in related field required
• 4-8 years of directly related experience preferred
• Strong data analysis and/or data quality skills required
• Experience in data extraction, data manipulation, and reporting required
• Understanding of data modeling concepts highly desired
• Experience with SQL, PLSQL, data visualization and business intelligence tools preferred
• Experience with Linux or command-line interfaces required
• Experience with MS Office (Word, Excel, PowerPoint) required
• Experience in the manipulation of large datasets and samples preferred
• Experience testing, researching, and trouble-shooting production applications highly desired
• Demonstrated success in effective communication, both verbal and written required
• Demonstrated ability to work collaboratively and effectively with others in a functional organization required
• Maintaining the inventory of Risk Appetite Statement Metrics and Key Risk Indicators
• Ensuring appropriate review and challenge of metric results
• Working with metric owners and EDCI to keep metrics current and ensuring a robust rationale exists for all metrics and their tolerance levels
• Collaborating with various stakeholders across the organization to design a Scenario Analysis program that is commensurate with the needs, size and complexity of the Firm
• Designing the tools/templates required to complete the assessment
• In conjunction with the Operational Risk Officer, conduct the assessments and report out on the results
• Consulting with Risk Liaisons or other SMEs on the identification or development of Key Risk Indicators (KRIs) or risk related Key Performance Indicators (KPIs)
• Providing best practices on how to define / use operational risk metrics
• Assisting in creating materials for management reporting and committee presentations, when necessary
• Understanding the similarities and differences among all the risk areas and identify areas of leverage or opportunities to drive efficiency in risk identification, management, measurement and reporting
• Working with various teams in each line of defense to promote common sets of tools for risk management across the organization (i.e. organization views, definitions, rating scales, etc.)
• Support other aspects of the ERM program, such as the Risk Inventory, Risk Issues tracking and reporting and Risk Appetite
• As needed, contribute, as part of a cross functional project team
• Candidate must have exceptional interpersonal and communication skills plus the ability to work independently and as a part of a team. Must be extremely detail oriented and able to manage multiple complex tasks concurrently. Discretion with confidential information is also necessary
• Systems & Tools
• Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Bachelor’s degree,
• 1 to 5 years financial services industry experience
• Prior risk assessment experience preferred
• Communications and/or training experience
• Interpretation of relevant data from bank loan credit agreements
• Data processing of investment activities
• Analysis and preparation of investment reporting
• Process amendments, corporate actions, and restructures
• Maintenance of working files for bank loans
• Reconciliation of position data to trustee
• Interaction with Wall Street banks and brokers daily
• Interaction with various divisions of the firm to obtain, process, and decipher information
• 2-4 years of experience in the financial or accounting field
• Experience in Bank Loan and Bond settlement (Primary and Secondary Markets)
• Corporate Bank Debt Settlement or Operations experience preferred
• Experience with buy-side or hedge fund operations a plus
• BA/BS in Finance, Accounting, or other business related field from a top tier school
• Experience dealing with financial-related data
• Advanced MS Office Skills
• Detail and task-oriented with a strong work ethic and ability to work independently in a deadline driven environment
• Must operate with a high sense of urgency
• No travel required
• Working closely with the project operations team to develop indicators and tools that collect the necessary data for monitoring project impact
• Leading the analysis of data, using advanced econometric techniques in cooperation with the IFC M&E expert and the IBRD DEC team, defining the methodology of experiments and developing appropriate tools to measure results
• Supporting the processing of internal documentation for projects, by reviewing concept notes and implementation plans, project supervision and completion reports
• Contributing to the development of knowledge products produced under the MCF program, such as research papers, evaluation notes, Smart Lessons
• A Bachelors degree in Business, Economics, Finance, International Development or related fields. Post-graduate studies would be a plus, but not a requirement
• At least 3 years of professional experience in Monitoring, Evaluation and Research with
• Support a dedicated sales team throughout the sales cycle from contract creation to order booking
• Manage the contract lifecycle -- prepare, draft, and execute agreements, including filing of new sales and renewals of existing business
• Utilize CRM (Salesforce.com) and contract management systems to maintain accurate client data, process sales orders and adjustments, and document pertinent transaction details. Ensure consistency and accuracy for all stages of the sales cycle
• Manage and prepare upcoming sales and renewals ensuring control and compliance with Moody’s terms and conditions. Assist with maintenance of the forecasted sales data
• Maintain accurate data in database throughout the sales cycle, ensuring consistency and accuracy in managing trials, clients, and users. Maintain and update client overviews, usage reporting, access at risk clients
• Liaise with Finance, Legal, Billing plus other stakeholders to coordinate complex sales transactions with strict deadlines and ensure full compliance with Moody’s standards and protocol
• Ensure client queries are completed to high level of satisfaction
• Come up with new ideas on system and workflow procedures. Proactively identify opportunities for sales process improvements in reporting, analytics, forecasting and key performance metrics. Review quality and prioritize opportunities for improvement. Assists sales management in understanding process bottlenecks and inconsistencies. Facilitate an organization of continuous process improvement
• Maintain positive and effective relationships with the other members of the Sales Team. Strong communication skills, problem solving skills and customer service orientation required
• Undergraduate/first-level degree (e.g., Bachelor’s degree) in finance, business administration, information systems, management or relevant work experience in a related field to this role
• Strong organizational skills, attention to detail
• Ability to prioritize, take initiative and meet deadlines under pressure. Relevant administrative experience preferably within sales environment . Experience working in sales support, finance or contract administration / drafting would be advantageous. Fluency in English (both spoken and written) is essential. Other European languages would be an advantage but not a prerequisite for this role. Excellent verbal and written communications and interpersonal skills. ~ Undergraduate/first-level degree (e.g., Bachelor’s degree) in finance, business administration, information systems, management or relevant work experience in a related field to this role. Strong organizational skills, attention to detail
• Ability to prioritize, take initiative and meet deadlines under pressure
• Relevant administrative experience preferably within sales environment
• Experience working in sales support, finance or contract administration / drafting would be advantageous
• Fluency in English (both spoken and written) is essential. Other European languages would be an advantage but not a prerequisite for this role
• Excellent verbal and written communications and interpersonal skills
• Analytic orientation, problem solving skills and process reengineering
• Project management experience preferred
• Experience working in sales or finance industry is highly desirable
• Relevant administrative experience preferably within sales environment or paralegal studies and/or experience working in a law office is a plus. Fluency in English (both spoken and written) is essential. Other European languages would be an advantage but not a prerequisite for this role. Excellent verbal and written communications
• Support the operational and administrative functions associated with running portfolios through a variety of distribution platforms. Become proficient in custodian policies and procedures
• Focus on trading, reconciling, and maintaining accounts managed under MMP. The person in this role will be responsible for the full account trading life cycle activity, including but not limited to trade generation, routing and execution on a daily basis
• Respond to financial advisor and broker/dealer service inquiries including account setup, maintenance, and fee questions
• Develop and cultivate productive working relationships with financial advisors and their clients, custodians, vendors, and MIM teams and stakeholders
• Assist with providing service to other functions within MIM and contribute to the seamless operation of our MMP program
• Complete special projects as needed
• Draft sales contracts in accordance with corporate guidelines while also evaluating commercial considerations and client requirements. Exercise judgment throughout the contract drafting & negotiation process to escalate potential issues as necessary and ensure compliance with SOX controls
• Independently analyze existing clients’ contracts, services, and usage to recommend optimal licensing and/or pricing strategies and capitalize on incremental revenue opportunities. Provide account and growth analysis for renewals to sales and sales managers on a monthly basis
• Initiate and direct the renewal management process for existing clients. Analyze account and contract terms with extreme attention to detail in order to determine renewal pricing and notification requirements. Manage renewal pipeline to maintain updated and accurate forecast for senior management. Incorporate upgrades or changes from Sales and/or clients into renewal documents as applicable. Identify terms and conditions that may be outdated or need to be amended
• Collaborate proactively with multiple stakeholders (Sales, Legal, Services, Finance) to define specific deliverables, terms, or other contractual elements related to new sales. Independently identify issues that may delay the successful close of a sale
• Review and validate all signed contracts and, after confirming compliance with corporate and departmental guidelines, submit sales for processing by invoicing and reporting teams. Manage any subsequent changes or adjustments requested by Sales or Client and use discretion in determining course of action
• Ensure timely and accurate fulfillment by setting up access to web-based services and/or directing appropriate fulfillment team(s) to grant permissions. Supervise all fulfillment activities to ensure compliance with contract requirements and coordinate with client to confirm access and/or troubleshoot issues
• Develop and maintain reports, dashboards, and/or other analysis for sales and management team. Maintain accurate client data in CRM (Salesforce) and conduct regular audits through review of exception reporting
• Resolve internal and external client issues or inquiries related to invoicing, permissioning, sales credit recognition, and contract changes. Coordinate with Finance, Collections, Sales Administration and Client Services as needed to ensure client queries are resolved completely and promptly
• Recommend improvements where possible to drive greater efficiency, transparency, or accuracy
• Bachelor’s degree required. Finance, Legal, or Economics specialization preferred
• Prior experience working in sales/sales support, contract administration, finance/accounting, or related role
• Proficiency with Salesforce.com, SQL, or other CRM strongly preferred
• Fluency in a second language would be advantageous
• Excellent written and verbal communication skills, including presentations
• Ability to work independently with minimal oversight while exercising excellent judgment
• Detail-oriented, with ability to multi-task in a fast-paced, deadline-driven team environment
• Highly proficient in Microsoft Word, PowerPoint, and Excel (including use of pivot tables and formulas)
• Highly organized with excellent analytical, communication and leadership skills
• Demonstrated ability to work well with customers and service partners
• Effective problem solving, presentation and time management skills
• Intermediate Microsoft Office skills (Microsoft Word and Excel)
• Ability to elicit cooperation from a wide variety of sources, including upper management, customers, and other departments
• Ability to track and monitor all implementation milestones, deliverable s and activities using the appropriate tools
• Ability to proactively identify risk and plan risk mitigation strategies
• Ability to monitor and report implementation statuses on a timely basis
• Ability to lead and coordinate implementation update meetings, and document implementation status and issues
• Previous inserting equipment experience or machine experience preferred
• Detail oriented and effective analytical and problem-solving ability
• ABILITY TO STAND FOR LONG PERIODS OF TIME AND LIFT UP TO 20 POUNDS
• Ability to work in a fast paced, multi-task, production environment
• Ability to effectively balance quality and productivity requirements
• Ability to work and remain focused independently AND in a team environment
• Availability to work a flexible schedule based on production needs
• Perform the daily compliance review and notification process ensuring that it is completed accurately and timely according to the policies and procedures
• Prepare monthly reporting package for clients and other internal parties
• Conduct due diligence analysis of client records to ensure accurate transmission to Manager Dashboard
• Provide monthly analysis of fund accounting records to determine whether funds meet various reporting requirements
• Test Regulatory Reporting module enhancements as part of the on-going release process
• Maintain work papers to support the data provided for the filings
• Assist in preparing the various regulatory forms
• Maintain and communicate to relevant parties the filing schedule for each client required to make the various regulatory filings
• Perform certain quality control reviews of the data being provided by SEI in order to complete the regulatory filings
• Participate in other team projects and tasks as necessary
• Serve as main portfolio compliance contact for a specific range of clients
• Maintain a good working relationship with external clients as well as with internal relationship managers
• Participate in group and departmental projects
• A High School diploma or equivalent
• 2-3 years of customer service related experience
• Requires strong listening skills
• This position requires long periods of time on the phone calling customers, and receiving calls
• Must have the ability to respond to difficult customer situations may resolve by answering questions and forward
• Full training will be provided for the role on banking, client loan servicingand communication techniques
• You will deal with private and business clients in relation to their loan requests and assist with processing from end to end and helping them with queries, so excellent customer service is a must
• You will be liaising with various departments in order to service the loan requests, compile documentation as required and follow company procedures
• Working in an international and friendly team with excellent working atmosphere
• Knowledge of Accountancy
• Experience in loan operations
• Complete fluency in Czech in both speaking and writing
• Strong communication skills and proficient with MS Office
• Professional manner
• Interested in working for international financial services organization
• Member of a team responsible for monitoring systems, applications, and infrastructure for events that will have a future or imminent impact on the environment and business operations, and ensuring that such issues are brought to the attention of the required internal and external teams for prompt resolution and overall management of the incident
• Gathering business and technical information regarding solutions used within the environment in an effort to determine the specific services and functions required to be monitored
• Working with key partners and service providers to ensure that monitoring and incident management activities are being executed in alignment with contractual requirements
• Documenting recurring issues as underlying problems, assigning the problems to the appropriate team for resolution
• Creating weekly and monthly status reports that highlight the issues encountered within the environment, lessons learned, and potential areas of improvement
• Defining and implementing team SLAs, in order to ensure that events are being identified and acted upon in a timely manner
• Performing other Enterprise Support tasks as required and assigned
• Serves as an escalation point for potential system, application, and/or infrastructure related issues, working with the team to validate whether or not issues being encountered are indeed relating to a technical failure, and coordinating the adjustment of the tools being used by the team if this issue was not identified prior to the escalation
• 3-5+ years IT experience
• Experience building and/or configuring centralized logging, correlation, and alerting solutions is desirable
• Highly developed written and verbal communication skills when discussing both technical and non-technical topics at all levels of the organization
• Able to manage shift schedules and enforce corresponding expectations
• Requires SAS & SQL 7+ years experience
• Requires VBA for Excel 4+ years experience
• Requires Tableau or other report automation software 2+ year experience
• Requires 7+ years of Data Analysis experience
• Prefer familiarity with database structure supporting Mortgage, Card, Auto and Consumer Bank
• Highly organized and ability to manage multiple tasks
• Detailed oriented with ability and drive to deliver high quality work
• Ability to translate data into meaningful business information
• 7+ years related experience
• Demonstrated staff management skills
• Self-motivation with the ability to work independently and as part of a team
• Ability to assist in, and implement, the planning of work
• Analytical skills with the ability to identify and resolve issues to the satisfaction of clients
• Proactive, focused attitude towards work and an ability to consistently meet deadlines
• Experience with recent Army Operation
• Experience with Microsoft Office, including Excel, PowerPoint, and Word
• Knowledge of Operations policy and doctrine, Unconventional Warfare (UW), Personnel Recovery (PR), Non-Conventional Assisted Recovery (NAR), Unconventional Assisted Recovery (UAR), Advanced Operations Techniques (AOT), Special Technical Equipment (STE), and Operations Risk Management (ORM)
• 10+ years of experience in a technical field
• 6 years of experience in a modern military aircraft, including an AV-8B Harrier, F-16, F-15, F/A-18, or F-14
• 1+ years of experience with supporting a major defense acquisition program or related effort on the Joint Staff, an Office of the Secretary of Defense position, or USAF MAJCOM staff
• 1+ years of experience with Command and Control and ISR
• Top Secret clearance
• BA or BS degree and 4 years of experience with modern military aircraft or MA or MS degree
• Experience with international and foreign military sales
• MA or MS degree in Engineering, Science, or a technical field
• Supporting Program Management in all aspects of daily operations
• Tracking all travel requirements and procurement documents for multiple projects
• Knowledge of SharePoint, Costpoint, Deltek and Microsoft Office Suite
• Previous experience supporting GSA Fedsim and JIDA
• Experience creating/submitting invoice documents for Government review/approval
• 14 years of professional experience can be substituted for a degree
• Strong PC skills (proficient knowledge of Microsoft Windows XP, Word, Excel, Project, Power Point, Visio and Access)
• Effective interpersonal skills and ability to interact with various levels of management
• Superior verbal and written communication skills with strong, professional presentation skills
• Advanced ability to organize and multi-task in a fast-paced/deadline driven environment. Must possess ability to prioritize workload and operate effectively and efficiently with minimal supervision
• Ability to identify situations that require immediate attention and resolution
• Possess ability to build and maintain rapport with customers, colleagues, peers, and other departments. Must possess a "customer service" mentality
• Excellent problem solving skills with experience in process improvement and change implementation. Must have the ability to think analytically and creatively in response to problem solving
• Effectively and professionally represent yourself, your department, and your manager; always presenting one's self as a credit to J.P. Morgan Chase
• Desired - Detailed knowledge of mortgage banking process, state / investor / regulatory guidelines
• Preferred: Knowledge of Chase Servicing and Production applications
• Verification and pre-matching of settlement
• Settlement of cash and securities
• Securities position management, including issuances, conversions & creations
• Fails management and reporting
• Management of service providers including external custodians, clearers and banks
• We want to hear from you if you have experience in the following
• If you are an experienced Custodian Settlements Analyst, with vast experience in settlement of securities across a variety of markets and custodians
• Have previous experience in Capital Market operations
• Possess experience in securities settlements either fixed income or equities
• Be confident in the learning of new functions and processes and be able to question current procedures with a focus on continuous process improvement
• Have the ability to prioritize and problem solve
• Be able to deliver high levels of quality service to clients on a daily basis under tight timeframes
• Preferably previous experience in securities settlements, specifically equities or fixed income
• Provide report development, analysis and production for the multiple lines of business
• Development of new standardized systemic reporting processes, enhancement of existing processes and facilitation of one time reporting based on business requirements
• Participation in business discussions regarding new and existing processes as subject matter expert for data gathering and system functionality
• SharePoint Administration of sites and sub-sites
• Assist with SharePoint security for sites and sub-sites
• Assist with SharePoint site layout structure and content
• Provides SharePoint support to end users
• Develops custom SharePoint applications using Designer, InfoPath and other tools
• Develops custom lists, sites, and document libraries
• Develops custom SharePoint workflows using SharePoint Designer
• Develops various automated forms, specialized WebParts, and approval workflows
• Experience with SQL (query/procedure writing)
• Intermediate experience with Toad for Oracle
• Intermediate experience with SharePoint a plus
• High level of proficiency with Microsoft Office applications specifically with Excel/Access/SharePoint and incorporation/utilization with other reporting environments
• High level of proficiency communicating with business owners regarding business requirements in an effort to understand business needs and recommend appropriate changes based on system functionality and data availability
• Strong ability to understand integrated systems and multi layered reporting
• Strong ability to manage multiple development projects, prioritize based on multiple development and business factors, and deliver fully developed process by the required target date
• 2 years experience utilizing Oracle/Sybase/Teradata SQL language and associated applications such as Toad, SQL Assistant, SQL Developer
• Bachelor’s degree in Business Administration, Finance, MIS or related field preferred
• Provide monthly risk updates to the Program Manager and Deputy Program Manager
• Coordinate with the other risk managers across the other PDs within AESIP and across the other ERPs
• Lead and facilitate risk optimization meetings to look for areas of continuous improvement in program risk processes
• Provide support to program audits from various audit agencies
• Issue, track and follow up on request for information, data calls and other Army Acquisition related issued tasks
• Provide program management support to the Operations Division within Project Manager, Army Enterprise Systems Integration Program (PM AESIP)
• Liaison between the ERPs and external agencies for Value Realization
• Conduct coordination and communicate across departments to schedule senior level acquisition meetings
• Facilitate senior-level meetings; to include the use of Video Teleconference (VTC) and Defense Collaboration Services (DCS)
• Manage conference room space and AV requirements for over 60 employees; some include VTC
• Collect, organize and edit PowerPoint briefings related to Major Acquisition Information System Meetings
• Provide review and comments to DoD Acquisition Policy
• Provide graphic support for corporate reports, briefings, deliverables, and various research projects
• Develop white papers, course of action analyses, monthly activity reports, meeting summaries/minutes, and other administrative and intellectual products designed to effectively communicate technical information supporting the program
• Engage with program leadership, primary staff and action officers on program actions and suspense items
• Actively participate in Program Management Daily Stand Up meetings
• Bachelor’s degree in business management, operations research, industrial engineering, information systems, or similar discipline
• Five (5) years experience working for/within Army and/or DoD organizations either as military personnel, government civilian, or as a contractor supporting the Army
• Two (2) years experience of logistics business processes
• Excellent communication skills, both verbal and written, excellent organizational skills, the ability to establish and maintain working relationships with internal and external customers, and the ability to work independently and take a proactive role
• Experience and proficiency with MS Office Suite (Excel, Outlook, PowerPoint, Project, Word), SharePoint, Defense Collaboration Services (DCS)
• US citizen with a Secret clearance required
• Bachelor's degree with a focus in a business-related discipline
• 3-6 years working in mutual fund/securities industry
• Experience with product launches an project management with technical financial knowledge
• Fund Accounting, Custody and / or Administration experience a plus
• Strong knowledge of DC Plan Administration and Fiduciary Operations
• Strong knowledge of Client Account Maintenance and Oversight
• Effective project / time management skills; ability to set priorities and meet deadlines
• Knowledge of Institutional Investment concepts preferred
• Knowledge and experience with ERISA regulations, plan audits and vendor management
• You will receive a bachelor’s degree or equivalent in Fall 2016 or Spring 2017
• You have demonstrated academic success as reflected in a minimum cumulative GPA of 3.3/4.0
• You can manage multiple tasks and deadlines in afast-pacedenvironment
• You possess a strong attention to detail
• You have strong analytical, writing, verbal communication and technical skills
• You demonstrate an ability to work cooperatively with all levels of staff
• You have a strong commitment to acting with professionalism and integrity at all times
• Develop annual financial business plans for Field Service operations, including factory technicians, independent service centers, and national/regional dealer network, managing budgets in a strategic manner
• Formulate mathematical or simulation models of problems regarding service network, relating constants and variables, restrictions, alternative, conflicting objectives, and their numerical parameters
• Prepare profit and loss results & forecasts for factory technician operation, analyzing the gap between goals/projections and results and initiate activities to meet the goals
• Develop labor rate matrix/structure for independent service centers and major/regional dealers
• Monitor labor & parts costs by service channel and by product group, and propose/execute activities to manage costs efficiently
• Manage incentive programs for factory technicians and independent service centers to drive performance improvement and encourage the delivery of best in class service experience to customers
• Conduct cost/benefit analysis and breakeven analysis for in-warranty, extended warranty, and out of warranty businesses, identifying areas of improvement and implementing key tasks in a timely manner
• Present results and findings and propose recommendations to senior management team in weekly and monthly meetings
• Bachelor’s degree in a business or finance related field
• Minimum 7years’ experience in a related area
• Strong background in financial reporting and analysis
• Ability to complete tasks within a given time in high-pressure and fast moving environment
• Strong communication, administrative, and organization skills
• Advanced level of understanding in Microsoft Excel and PowerPoint,
• Knowledge of SQL desirable
• Responsible for making sure that all trades booked by the AHL/GLG fund managers are true and accurate
• Control the cancel and amend process for all AHL/GLG trading desks
• Key involvement in improvements made to the AHL/GLG trade booking systems
• Act as a central point of contact for all broker queries
• Represent the SDM Equity, OTC Derivatives Confirmations / Settlement team across Man Group
• Act as a subject matter expert for all SDM Equity, OTC Derivatives across Man Group
• Improve and ensure the integrity of SDM Equity, OTC Derivatives data across Man Group
• Ensure all functions performed by the SDM Equity, OTC Derivatives team are in-line with Man Groups growth or contraction
• Responsible for all UAT on the ETC Confirm/Settlement platforms and promotion into the LIVE environment
• Assisting in the on-going development of the Equity, OTC Derivatives Confirmation/Settlement platforms (ICE, MTM, Misys, Salerio, Traiana and OMGEO CTM)
• To continually review and improve the working practices/processes of the team. Where possible automate the end to end processes
• Manage queries from both internal and external clients in an efficient and timely manner
• Ensure the SDM - team provide oversight of the outsourced activity at the BNYM
• Review and maintain procedures in conjunction with the Outsourced Service Provider
• To assist the Outsourced Provider daily in order to improve their efficiency and accuracy
• To work alongside/with other SDM teams to provide cover/product knowledge (this will happen over time as SDM becomes fully established)
• Ensure all processes meet the minimum Audit and Internal Control framework
• Continually improve data quality and consistency within the AHL/GLG Dynamic and Front end systems
• Proactively identify opportunities for improvements within AHL/GLG environment
• Investigate and manage resolution of all data issues
• Maintain awareness of compliance and regulatory data requirements and ensure impacts are managed appropriately
• Excellent Verbal and Written communication skills
• Good with Excel, Access and PowerPoint
• Experience in collecting and processing data and conducting analysis, ideally for management and decision-making processes
• Experience in interacting and communicating with staff across functional areas and at different organizational levels to resolve issues
• Very attentive to details, service-oriented, strong sense of impact of information quality on business decisions
• Ready to work in Night Shifts
• Work independently/minimal supervision/self-starter
• For each case, understand and assess the related business process and root cause for the errors that impacted our customers
• For each case, review and validate (critique and correct) the proposed remediation strategy to ensure that it completely remediates any impact to the customers
• Ensure the completeness and accuracy of the remediation population
• Communicate and coordinate with the respective business areas to determine the proper method of testing for all scoped in remediation plans
• Build and Execute the testing scripts within the prescribed timeline
• Execute the testing scripts within the prescribed guidelines with limited supervision
• Execute and review to ensure that all testing procedures are performed as designed and that all evidence supporting the results is obtained and kept as part of the validation work papers
• Communicate and confirm the test results with your Manager and be able to discuss the work at a detailed level as well as in summary for Executive audiences
• Recommend control design enhancements to your Manager
• Bachelor's Degree in Finance, Accounting, Business Administration or related discipline
• CPA / CIA preferred
• Public Accounting, Audit or Risk experience preferred
• At least 3 years experience in CCB Operations, Audit or Risk preferred
• Demonstrate proficiency in accessing multiple systems, platforms and applications
• Must possess strong analytical and problem solving skills to be used in evaluation and interpretation of data
• High proficiency in Microsoft Office applications required
• Experience with business applications supporting Chase and WaMu/EMC portfolios strongly preferred
• Strong communication, presentation, project management and leadership skills required
• Teamwork and collaboration expertise
• Highest level of professionalism, self-motivation and sense of urgency
• Strong priority management, multi-tasking skills and attention to detail required
• Knowledge of operational processes throughout CCB strongly preferred
• Looking at the Pre matched report and settled deals report
• Knowledge of securities industry and back office operations (e.g. options, equities, fixed income, physicals, custody services, etc.)
• Knowledge of the handling FX transactions
• Banking Operations experience required, Private Banking operations experience would be beneficial
• Have strong communication skills (written and verbal)
• Provides ideas and critical feedback—as well as being open to such constructive dialogue—as part of constantly improving The Lab @ DC and its collective work output
• Writes descriptions and summaries of The Lab @ DC projects for diverse audiences, including scientific experts, government practitioners, and public stakeholders
• Participates in the dissemination of scientific lessons, tools, and best practices across District government
• Expertise in identifying, developing, and using project management strategies and tools
• Expertise developing and deploying performance measures that empower accurate, timely project completion
• Proficiency in research project management, management consulting, organizational restructuring, or similar fields
• Strong interpersonal skills, including the ability to develop and maintain relationships with a diverse range of agency and university partnerships
• Strong communication skills, in both written and verbal formats, and including under time pressure
• Develop financial models and associated analysis to drive better decision-making and prioritization within product portfolio
• Data mining to support business case development, customer, market segmentation analysis
• Provide finance support to all phases of product strategy and solution-level planning activities
• Engage with senior operating leadership across many functional areas as a proactive, trusted business advisor to enable better decision-making and operational performance for improved financial outcomes
• Possess strong general business acumen; solid understanding of financial analysis/management, P&L, and budgeting
• Bring a minimum of 3 years of experience including the following
• Recognizes abnormal processing conditions, and determines appropriate actions required to resolve issue(s) and complete processing
• Researches and resolves user problems as well as issues and problems with software systems, production processing, and production environments
• When solving a mainframe production or system problem, makes effective use of tools and resources, utilizes manuals, write-ups and other tools as an aid in solving the problem. Contacts others who are experienced in the area for ideas about the problem. Contributes to the body of knowledge by adding solutions and other information that would be useful to others
• Follows escalation procedures when appropriate to resolve processing problems and user problems in a timely manner and meet service levels and other standards for the job
• Coordinates the testing of applications, systems, processes and procedures, hardware and/or software changes
• Trains internal customers (employees) on changes, new systems or new procedures
• May identify new tools, technology, or processes that improve the overall processing environment or processing efficiency
• Maintains the production support disaster recovery/business continuity plans. Coordinates and conducts disaster recovery testing as required, documents test results, and documents modifications required for future testing
• Completes project assignments and special projects commensurate with job expectations
• Ability to understand the real need behind the client's stated need
• Ability to anticipate clients' future needs; participates in the definition of client's business plan
• Ability to discern business opportunities in client's needs
• Ability to communicate to clients that their business is valued
• Ability to meet client's perception of high quality/best value services and products
• Ability to ensure that commitments are accomplished according to client's specifications
• Ability to respond to client's questions or needs even if outside one's area of responsibility
• Ability to communicate effectively verbally and in writing
• Complete loan account maintenance
• Process loan payoff requests
• Prepare and execute annual escrow analysis
• Process paid loans
• Quality review of mortgage and consumer loans
• Reconciliation of general ledger accounts
• Follow-up on insurance information and process insurance on customer accounts
• Research and respond to customer inquiries
• Process payments and payment exceptions
• Monitor daily reports and perform necessary follow-up
• Perform escrow analysis
• Knowledge of lending and lending terminology
• 2-3 years of loan operations experience
• Strong interpersonal and communication skills (verbal and written)
• The ability to work in a fast paced, deadline driven environment
• Ability to respond to client’s questions or needs even if outside one’s area of responsibility
• Define item profiling scheme
• Develop and maintain slotting and replenishment tools
• Collaborate with Operational and Industrial Engineering partners to optimize material flows and pick paths
• Implement and maintain slotting metrics
• Document profiling and slotting assumptions
• Analyze daily report of missed orders and units and provides descriptions and summary of failures to meet customer expectations
• Report systemic problems to appropriate parties for timely resolution
• Regularly communicates with manager and operations management issues pertaining to storage and/or handling efficiencies and offers options for improvements or solutions
• Support order planning as needed
• Communicate sudden spikes in or other abnormal volume to operations staff as a proactive measure so preparations can be made to adjust labor accordingly
• Learn and understand the issues and functions of kitting
• Strong project management experience is preferred, such as a Project Management Institute certification
• Experience in a high-volume data and transaction intensive processing operation is highly preferred
• Experience with the operational aspects of assessment scoring (educational or professional in nature) is a plus
• Experience with other relevant industries such as financial services (including trading networks or exchanges, and high-volume real-time financial data publishing)
• Experience managing operations processes for information intensive industries is strongly desired
• MUST have dispatch experience (such as: police, fire)
• 1 - 5 years related experience
• Basic knowledge of distribution and transmission systems
• Specific job application of personal and mainframe computer systems
• Practical electricity and protective device coordination
• Conduct studies of distribution systems to support distribution planning, distribution standards, distribution operations support and the Regional Operations Center
• Perform studies of distribution system regarding service reliability using computer-based models
• Assess design of new facilities or modification to existing facilities
• Execute distribution switching orders under the direction of a switching supervisor
• Gather and analyze various computer data to determine location and cause of power outages
• Efficiently dispatch first response personnel and repair crews to provide quick and logical response to outages and emergency situations
• Schedule and manage other non-emergency customer requested work in a timely and cost effective manner to ensure superior customer service
• Provide accurate and timely information to customers
• Resolve customer complaints and prepare correspondence to accurately process customer requests
• Perform overtime callouts to emergency response teams
• Accurately report outages to customer's accounts
• Manage inbound and outbound member eligibility files
• Develop, analyze and monitor eligibility file feed processes
• Ensure reporting accuracy and reconcile file feed discrepancies
• Evaluate, interpret and analyze data and / or business processes
• Manage third party vendor performance
• Analyze trends and develop implement action plans as needed
• Recommend, implement, document, evaluate and / or maintain operational SOPs
• Assume responsibility for data integrity among eligibility files
• Assist in developing department action plans including identification of objectives, goals and strategies
• Manage new client or program onboarding setup for new file transfers or data connections
• Bachelor’s degree in Business or related area OR equivalent experience
• 3+ years in an Operational role
• 1+ years of experience with data analysis and reporting / member eligibility
• Ability to proficiently manage multiple projects at once
• Excellent verbal communication skills both in-person and virtually
• Advanced skills in Excel
• To ensure all assigned functions are completed within required deadlines
• Liaise with ADR Depositaries, sub-custodians, DTCC, DTCC Participants (bank and broker custodians), clients, and tax authorities as required to ensure accurate and timely processing of tax relief claims
• Provide Client Service support for DTC Participants as required by ADR Depositaries with respect to DTC Important Notices on ADR tax relief programs. Manage maintenance of procedures and any other documentation to support daily work
• Identify process enhancements
• Data analysis and predictive modeling experience; ability to execute complex analysis and synthesize into a storyline to socialize, influence and drive action across the organization
• Advanced PC skills: Proficient in Microsoft Office including Word, Excel (v-look ups, pivots, If statements, charts, graphs), Access (query, table comparisons, build macros, build multiple links, create dashboards), PowerPoint and Visio (development of process flows, map design layouts, value stream mapping)
• Knowledge of Salesforce.com reporting and analytics
• CRM and SAP Reporting Knowledge
• Self-motivated, organized and capable of pro-actively identifying, sourcing, and handling multiple initiatives at one given time to successful completion
• Demonstrates personal commitment and drive to meet or exceed objectives
• Must have a demonstrated history of leadership within a team environment
• Must be a team player and willing to work in a changing environment
• Perform change request (CR)/remedy ticket (RT) analysis
• Escalate issues and risks in a timely manner
• Monitor production region and implementation region along with system alerts and network alarms
• Perform research, analysis and isolation of alarms that require escalation, additional research and/or triage
• Work on identifying the root cause analysis of the production issues
• Work with TDS, XOC, Application Support team, various stakeholders, and the ops team to fix production issues
• Produce bi-hourly reports and daily reports
• Assist Systems Engineering, Network Engineering, and the Database Administration group in systems maintenance tasks
• Develop and publish knowledge base solutions
• Participate in the deployment and the change management process of software and services in the production environment
• Provide leadership to team through technical skills, interpersonal skills and coaching
• Adhere to Service Levels Agreements (SLA), Operational Level Agreements (OLA) and internal processes
• Track all interactions within ticketing system. Route tickets to appropriate internal departments for further assistance
• Develop/enhance processes to be more effective and efficient
• Identify solutions and/or improvements to problems/processes/workflow
• Establish and maintain positive working relationships
• Effectively communicate by composing accurate, prompt replies to inquiries and system notifications
• Display consistent professional demeanor and clarity when interacting with internal and external stakeholders, management, leadership, and the client
• Adhere to attendance policy
• Assist with Special projects as assigned
• Willingly and proactively take on new roles and additional work
• Determine System objectives by studying business functions, gathering information and evaluating output requirements
• Understanding of System Engineering Concepts
• Adaptive in high pressure situations and short deadlines
• At least 1-2 yrs. of experience in Business/Requirements Analysis coupled with thorough. understanding of Testing Methodologies
• Strong understanding of production environment, network architecture, and troubleshooting
• Strong understanding of trouble ticketing systems and how to use them
• Strong interpersonal and customer service soft skills
• 1 to 2 years of experience in Incident management
• Initial triage of events
• Categorization and prioritization
• Directing troubleshooting activities
• Technical escalations
• Problem management
• Supporting change control
• 1-2 years of work experience in Service Oriented Architecture (SOA), BRM, XML, and/or web services
• Can ensure the integrity and security of the healthcare products and the data
• Familiarity with Medicare and Medicaid requirements
• Experience with a variety of network monitoring and administrative tools
• Create and update complex SQL queries
• Research and document data mapping
• Analyze complex credit reporting data for inaccuracies and deficiencies
• Coordinate transactional testing to monitor data input errors and identify patterns (systematic, procedural, training, etc.) in order to provide recommendations to improve quality
• Determine opportunities for process optimization and automation; implement automation through the use of technology where possible
• Ensure the timely and accurate completion of all tasks and activities within the work unit, ensuring transactions are completed following regulatory guidelines and internal procedures, and meeting defined service levels, goals, and expectations
• Maintain accurate and detailed documentation of processes, results, and analyses
• Coordinate quality assurance activities with internal and external partners
• Document and track issues and work with business units to ensure completion of resolutions
• Manage reviews of operating tasks and functions to ensure department adheres to all regulations
• Assist Managers / Supervisors with updating and implementing internal controls and procedures as risks are identified
• Review and track daily/weekly/monthly statistics, and trends
• Perform special projects and other duties as required
• College degree in a business related field or commensurate work experience required
• Strong technical aptitude, at least 1+ years SQL is required
• Preferred 1+ years of data analysis
• Familiarity with credit bureau data and furnishing preferred
• Experience querying in Oracle and Teradata databases
• Knowledge of credit reporting processes and procedures, Risk, Quality, Compliance, and/or Audit related experience is preferred
• Solid PC / software knowledge, particularly Excel and PowerPoint
• Must be able to perform responsibilities with minimal supervision
• Must be able to manage multiple tasks simultaneously
• Ability to problem solve and plan strategically
• Strong initiative to introduce, implement, and support improvements to current practices and procedures
• Must have above average communication skills and be able to lead group meetings and discussions covering complex topics
• *Position does not offer Sponsorship required to work in U.S. or transfer of H1B Visa***
• Identifying areas of improvement based on trending in escalated complaints and make recommendations to improve the Client experience
• Strong reporting and analysis including production of monthly Business Unit Reviews, Executive Management Reports, steering committee reports and customer experience communications
• Analyzing Client issues and offer solutions that fit both Client and company needs
• 8 years of relevant work experience demonstrating above requirements
• SAS preferable
• Customer experience background and perspective
• Customer journey mapping and thought leadership
• Set up new client accounts and project codes in billing system
• Book monthly revenue earned in Mercer Mutual Funds to accounting system
• Read and interpret complex legal documents in order to apply the appropriate pricing methodology to new client invoices
• Ensure manual invoices are calculated accurately and in a timely manner
• Update invoicing control files on a quarterly basis
• Ensure the delivery of quarterly invoices are done within deadlines
• Reconcile actual management revenue against financial forecasts
• Work with cash processing team to ensure payments are applied to their corresponding invoices
• Follow up on accounts receivable with consultants and client portfolio directors
• Track billing codes for expiration/renewal and ensure contract terms are consistent with invoicing and code set up
• Ensure policies and procedures are being followed and seek opportunities to streamline and improve
• Work with offshore support team for any system issues and updates
• Participate in ad hoc projects for investment operations team
• Bachelor of Science or Bachelor of Arts
• 2-4 years minimum experience in a similar operations or accounting/finance role
• Strong knowledge of Excel, comfort and experience with accounting/billing systems, understanding of revenue recognition concepts, ability to work with minimal supervision, ability to manage multiple projects/tasks at the same time, ability to prioritize tasks and manage schedule, ability to work with different personalities/roles/levels within an organization, ability to read contracts and understand client work orders
• Responsible to support functions within a system that ensures that each day the right people get the right content on the right days in the right language
• Own one or more processes within the content delivery system; ensure that it runs optimally and develop improvements for that process
• Develop/improve tools, reports, and processes to monitor the health of question operations
• Drive process improvements for owned processes; develop metrics and best practices to measure success
• Create models to demonstrate system capabilities to drive more effective workflow planning and development cycles
• Provide updates to software releases, updates, announcements, bugs, and fixes
• Ensure there is proper documentation for all new processes and systems
• Bachelor's degree in a technical or business field (Mathematics, Engineering, Accounting, Business Mgmt.)
• 2+ years experience in business operations or project/program management
• Proficiency in SQL, Microsoft Excel, & VBA
• Demonstrated ability to lead people/teams without formal responsibility— builds rapport with teams of all levels
• Effectively prioritizes workload across multiple, simultaneous projects; skilled in triage of competing demands
• Experience in business intelligence or data analysis, able to handle large databases
• Proficient in R
• Consolidating and analyzing large amounts of data from a variety of sources
• Automation of complex metrics processing
• The ability to design and code solutions starting with broadly-defined problems, and refining iteratively
• Analyzing different user requirements and determining specifications for the various applications or needed solutions
• Drive best practices and engineering excellence
• Solid VBA or Python coding skills to design and automate reporting and develop applications using Excel and Access
• Strong skills in SQL development, in-depth grasp of SQL reporting, analytics and business intelligence
• Working knowledge of data warehousing and processes e.g. ETL, OLAP, Kimball methodology, etc
• Ability to take a project from requirements gathering through to launch and into production
• Excellent communication skills with both technical and non-technical / sales peers
• Proven ability to take direction, work autonomously and consistently meet deadlines
• Experience working with web services and API
• Degree in computer science, engineering, mathematics, or other related technical field
• Understanding of object-oriented design, data structures, and algorithms
• Hands on experience with BI and statistical packages such as R, Tableau, OBIEE
• Understanding of data visualization principles e.g. d3.js with the ability to present to senior stakeholders
• Expert in collecting data from source systems and data warehouses then analyzing that data to provide information and insights to support business decisions
• Ability to sell concepts to internal and external executive management
• Attacks opportunities with entrepreneurial spirit and aggressiveness
• Establish strong collaborative working relationships with internal constituents including information technology, contact centers, store operations, logistics and loss prevention
• Experience managing Analytics, Process Improvement and/or Operations Commerce
• 4 year Bachelor’s Degree or equivalent experience
• Support client service/sales by providing on time and accurate data reports
• Provide value-added insights to client management and apply overall industry perspective to NPD products
• Respond to internal inquiries and begin to make recommendations on standards for reports and analysis. Develop techniques for analyzing and presenting data
• Demonstrate excellence in DecisionKey® and Microsoft Office tools, specifically Microsoft Excel
• Take responsibility for personal development by seeking training, on-the-job experiences and input from the manager
• Demonstrate expertise in all appropriate NPD services
• Proactively provide internal clients with recommendations and analysis regarding the industries their external clients participate in
• 3-5+ years in market research or equivalent
• Strong analytical and writing ability – digests diverse data sets and incorporates them into cohesive and succinct stories within presentation decks, Word documents and emails
• Skilled in usage of analytical tools and database manipulation
• Solid knowledge of retailing and familiarity with NPD client base
• Communicates effectively with all levels of NPD organization
• Knowledge of NPD methodologies
• Expert in all MS Office products (strong in Excel, PowerPoint and Word)
• Demonstrate the ability to work both independently and as a team
• Be detail oriented
• Hold a degree in Management Information Systems or similar
• Identifies selection, report or query criteria by interviewing customers, analyzing the existing process or tools, and documenting the results / requirements
• Develops solutions to processing problems or concerns by documenting the issue and requirements, building process work-flowchart and diagram, studying the availability and capabilities of existing solutions, analyzing alternative solutions, recommending a solution, and preparing specifications for the solution
• Prepares customers to use new or changed process and tools by conducting training
• Provides reference for the team and its customers by writing documentation
• Bachelors degree or equivalent experience required. (Equivalent Experience 4 years experience with Payment Integrity Programs)
• Well organized with excellent communication skills
• Ability to anticipate needs and solve problems proactively
• Ability to learn quickly and work independently within time constraints
• Strong computer skills, including the MS Office (proficient with MS Excel) and Google Apps for Business; Excel proficiency on pivot tables, VLookup, data analysis, data reporting, etc. or the ability to learn these skills
• Two years related experience in healthcare data analysis or reporting
• Excellent oral and written communication skills and fluency in English required
• Previous Operations Analyst, Data Analyst, Reporting Analyst experience preferred
• Excellent analytical and data management skills
• Ability to work independently and self-review, manage deadlines and multiple priorities, think tactically and strategically, demonstrate objectivity, be results oriented, and show initiative and creativity
• Strong computer skills and technical capabilities, including but not limited to, Microsoft Office, etc. Elevated Microsoft Excel skills required (Macros / Formulas / Pivots / Etc.)
• SQL experience and / or exposure preferred
• Ability to quickly learn new systems, platforms, and software packages
• Excellent communication skills, especially written, and the ability to concisely summarize
• Strong interpersonal skills with proven ability to effectively work with others
• Ability to provide follow-up and demonstrate attention to detail
• Ability to research, understand, and explain healthcare services’ volume, utilization, and market data
• Ability to research, understand, and explain market demographics
• Extensive knowledge of Microsoft Office including Excel, PowerPoint, and Word
• Ability to develop and maintain highly functioning web reporting applications using a myriad of tools and techniques
• Ability to access, understand, and communicate effectively about hospital reporting and metrics
• Ability to plan, organize and manage resources within prescribed timeframes (prioritize and focus)
• Ability to identify and respond appropriately to primary client/customer needs (service orientation)
• Ability to verbally articulate and communicate with internal and external customers
• Adaptability – Maintaining effectiveness when experiencing major changes in work tasks or the work environment; adjusting effectively to work within new work structures, processes, requirements, or cultures
• Stress Tolerance – Maintaining stable performance under pressure or opposition; handling stress in a manner that is acceptable to others and the organization
• Project management - Identifies, communicates, and manages projects as required
• Communication – Communicate clearly, proactively, and concisely with all key stakeholders, customers, and management
• Customer orientation - Establish and maintain long-term customer relationships, building trust and respect by consistently meeting and exceeding expectations
• Tactical execution – Effectively executes and manage tactical initiatives in support of strategic objectives
• Additional Equipment Skills: Mobile smart phones, data projectors, fax, copiers, printers
• Participates in technology consultation with client management and partner with client conversations as applicable
• Consult and partner with client management and the client to understand technology changes required
• Set up reporting applicable to any technology product used in the travel programs
• Provide ongoing case updates as needed to ensure understanding and timely completion
• Research and resolve escalated issues for online booking tools, products such as Expert Auditor and general technology utilized in our AmexGBT travel programs
• Assists with Online Booking Tool and product (PTA) implementations specifically related to a clients program
• Interface with clients, Client General Manager’s and all AmexGBT technology groups that support products and online services for client programs
• Generates creative ideas to ensure products are used effectively
• Gathers and shares best practices across clients and segments
• Uses analytical and creative approach to condense large amounts of information into a clear, concise, effective format
• Drives results by operating with a sense of urgency, employing effective time management to deliver results within deadlines
• Provides overall Technology Client Program support to the Client General Manager
• Provides support and engages directly with the Client as needed and oversees execution of the technology program action plans
• Should be open to work in shifts
• Excellent communication skills (Written and Verbal)
• This role performs routine, analytical review of data and/or documentation which may include customer data and/or review for fraud/risk activities
• May perform other such duties as assigned including trouble shooting operational issues
• May train more junior team members
• May participate in projects requiring coordination with other teams
• May serve as primary contact with vendors and/or other business units
• Maintain/create accurate and timely reports and/or documentation with minimal supervision
• May perform ad hoc analysis and reporting
• Manage competing priorities in an accurate and timely manner. Utilize department specific system applications
• Solid written and verbal communication
• 2+ years, Experience in analysis, financial services industry or business line experience a plus
• Reporting of productivity, quality, and other ad hoc requirements in an accurate and timely manner
• Requires the application of various methods, procedures, and knowledge of the business unit’s product(s) and system application(s)
• Performs routine, analytical review of data and/or documentation which may include customer data and/or review for fraud/risk activities
• Perform other such duties as assigned including trouble shooting operational issues
• Participate in projects requiring coordination with other teams
• Manage competing priorities in an accurate and timely manner
• Regular direct interaction with Customers, Contact Center and Branches over the telephone for inbound and outbound calls
• Identify opportunities for process optimization, process redesign, or development of new process/policies based on customer trends and prediction of future needs
• Build, maintain and evolve KPI framework, including both definition and the creation of an ongoing measurement system for key KPIs
• Various activities to support the Program Solutions and Logistics team as directed by Management
• Degree level qualification in a business related undergraduate course; Supply Chain or Marketing disciplines an advantage
• Advanced Excel User – very competent in all aspects of Excel
• Competence in full Microsoft Office Suite required
• Skilled communicator (written and verbal) with strong presentation skills
• Excellent relationship management skills, able to work across global teams
• Manage workflow to ensure timely, quality deliverables
• Ensure efficient utilization of resources to meet established goals
• Lead in the compilation of data and analysis content for presentations
• Maintain a deep understanding of workforce planning processes, staffing modeling algorithms, and associated technology
• Develop and maintain ad-hoc staffing and operational performance models using various software tools and algorithms
• Evaluate current processes and procedures and make appropriate recommendations for process improvement and/or cost savings
• Comprehensive working knowledge of problem solving/decision making
• Acts as a liaison between the IT development group and business units for the development and implementation of new systems and enhancement of existing systems
• Evaluates new applications and identifies systems requirements
• Evaluates new IT developments and evolving business requirements, and recommends appropriate systems alternatives and/or enhancements to current systems
• Assist in the documentation of process flows and procedures
• Maintain communications with other business teams to facilitate resolution and share information
• Advanced working skills of organization/prioritization
• Maintain an understanding of both customer and provider experience to enrich effectiveness of staffing models and analysis
• Support the documentation of all workflow processes, modeling, and reporting
• Develop presentations to effectively communicate updates on capacity management processes, technology, and effectiveness
• Receives a minimal level of guidance and direction
• Bachelor’s degree in related field preferred with 5+ years of experience
• Ability to interact effectively, with internal or external customers and act with empathy
• Applies advanced knowledge of workforce management processes, procedures, systems, and adherence to applicable legal compliance standards
• Applies advanced industry knowledge to discipline practices, including best practices, to support the business unit
• Applies advanced knowledge of computer applications such as Excel, Business Objects, Access, PowerPoint, Tableau,etc
• Applies advanced knowledge of analytical procedures to reconcile, manipulate, and recognize patterns of data
• Applies advanced knowledge of problem solving and preparation of complex reports for analysis
• Requires knowledge and experience in own discipline; still acquiring higher-level knowledge and skills
• Continuously improve business outcomes
• Ability to quantify and adapt systems to leverage data for operational metrics related to both efficiency and effectiveness of performance
• Works within complex assignments requiring knowledge in breadth and/or depth in area of expertise
• Support the Resourcing Vendor and Operations Manager on regional and global projects, covering policies, processes, vendor implementation and technology
• Act as the recruitment systems liaison, working with our global teams on system requirements and enhancements
• Act as an EMEA coordinator for various regional and global recruitment initiatives
• Coordinate distribution of recruitment information across the region, providing regional and cross business oversight
• Support production of guidelines and policy, as well as any necessary training
• Act as the on-going liaison point between the resourcing team, outsource provider and internal teams for resourcing projects
• Work with compliance, data security and policy review teams on policy implementation and adherence to current policy guidelines
• Manage local recharging process of vendor costs in collaboration with finance team
• Manage any local governance processes that require recruitment input, for example inter-company agreements for services provided from one legal entity to another
• Manage the risk and controls agenda, overseeing local policy compliance and testing required
• Monitor vendor performance by regularly connect with the vendor on operational topics
• Management and oversight of relationship between international units of Citi from a recruitment operations point of view. Collaborate with vendor teams, HR teams, and the business. Ensure that all agreements and approvals are in place and up to date
• Extensive years of specialist-level experience from a professional HR/Recruitment organisation preferred
• Experience in Financial Services or Insurance organizations would be beneficial
• Project management and/or project coordination experience preferable
• Relationship management experience and ability to interact with various stakeholders across different geographies
• Strong ability to make data understandable and useful for stakeholders
• Ability to utilise reporting tools is beneficial
• Ability to influence and negotiate with internal stakeholders regionally and globally
• Bachelor/Master degree preferred but not mandatory if balanced by relevant business experience
• Self-driven
• Strong individual execution skills. Ability to drive and execute tasks with minimal supervision
• Strong work ethics
• Interpersonally active
• Comfortable with MS Office tools (Excel, Powerpoint)
• Budget/finance aware
• Bachelor's Degree from a competitive school
• 3-5 years' experience working in Operations
• General knowledge in Investment Management operations and impact of corporate actions to trading, valuation, portfolio accounting and performance
• Ability to provide customer service support to the front, middle and back office
• General knowledge of foreign equity and fixed income securities
• Exposure to pricing assets and communicating fair valuation rationale to relevant internal and external parties
• Excellent analytical, written and communication skills
• Ability to work in a team environment and research issues proactively and independently when warranted
• Strong research skills and resourcefulness
• Course work in Finance, Mathematics or Economics
• Ensuring the timely production of Weekly Operations packs
• Standardisation and automation of the packs to ensure they are produced efficiently
• Providing analytical support to the Operations team to optimise portfolio performance
• Providing analytical support to the PLATO team to ensure we deliver an exceptional service to our clients
• Supporting the analytical agenda within Operations for RM
• Providing SME support for problems and incident resolution
• Supporting the optimisation and automation of PLATO processes through identifying efficient solutions and providing inputs into Change Request prioritisation
• Effectively integrate into the analysis team and interact with stakeholders across all business functions
• Good Honours degree level qualification
• Exceptional numeracy and keen attention to detail
• Distinctive problem solving and analytic skills with a high degree of analytical rigour
• Working knowledge of PowerPoint and VBA
• Experience with database environments and data set manipulation particularly in SQL / SAS and Excel

Related Job Titles

Operations Research Analyst Resume Samples

The responsibilities of an Operations Research Analyst are to identify the problems in the business area and find a perfect solution, gather information from various sources and organize it so as to relate it to the problem under consideration. Other skills essential for the job are communication skills, critical thinking skills, analytical skills, problem-solving and writing skills essential to prepare reports.

The profession of Operations Research Analyst is recommended for individuals with advanced skills in mathematics and exceptional analytical skills. The educational qualification required to become an Operations Research Analyst is a bachelor’s degree in operations research or a degree in technical fields such as mathematics, computer science, and analytics. If you think you are the right guy for the job check the format of the Operations Research Analyst resume sample available here and shoot it out in the job market to get hired at the right place.

• Resume Samples
• Operations Research Analyst

Senior Operations Research Analyst Resume

Summary : Senior Operations Research Analyst with a strong track record of success in developing and implementing comprehensive quality & analysis programs. Outstanding interpersonal and communications skills, with the ability to be a change agent by both leading and participating on project teams. Exceptional knowledge of process improvement and project management methodologies and principles, with Six Sigma Green Belt and PMP certifications.

Skills : Microsoft Office Suite (Excel, Word, Access & PowerPoint), MS Visio, Statgraphics, Minitab, SharePoint, COGNOS & Business Intelligence

Description :

• Completing ad hoc, statistical analyses, calculating statistics, and providing queries from different United States Secret Service (USSS) databases.
• In the process of creating a SAS program analysis to complete financial crime audit analysis for any year, that reads email memos and compares these amounts with MCI.
• Helping the records Branch/Management Organization division (MNO) with the creation of a SAS computer program that applies disposition rules and determining the course of actions for all the paper records in the field.
• Created a SAS program that completes the MRS AUO review and leaps review for approved man hours.
• Created a SAS program that generates a quarterly sample per office of employees with current access level and representative for the MRS access audit process.
• Preparing and submitting the weekly reports for the department of homeland security on USSS investigations and protection statistics.
• Using SQL and VBA to create access databases that include many tables, forms, and reports: PPD training database and project tracking application.

Operations Research Analyst Resume

Summary : Operations Research Analyst with 10 years of experience, possessing an extensive skill-set in statistical analysis, operations research, applied mathematics, programming, risk management, strategic planning, and the streamlining of business policies and processes.

Skills : Project Management, Lean Six Sigma, Facilitation, Leadership Development, Mentoring, Coaching, Process Improvement

• Advocating, networking, collaborating, facilitating, and communicating with hundreds of internal and external stakeholders at all staff and executive levels to identify program relevant problems, gaps, and improvement opportunities.
• Actively catalyzing the cultural change and achieve operational excellence through application of customer-focused quality management.
• Acted as senior advisor to the program manager and played a significant role in successfully establishing, growing.
• Shaping the first ever in-house process improvement group, in addition to performing other ad hoc business consulting.
• Supported oversight of staff operations and policy initiatives, strategic action planning, and logic modeling.
• Performing the program evaluation and management to ensure alignment with office, center, and agency regulatory framework and mission.
• Formulating mathematical expressions, and drawing conclusions.

Operations Research Analyst II Resume

Summary : Dedicated Operations Research Analyst with strong background in Industrial Engineering, Mathematics, Statistics, and Physics, supported by more than 18 years of innovative field research, teaching and work in: Decision Analysis, Mathematical Optimization, Simulation, Problem Solving, Linear and Nonlinear Programming, Design and Analysis, Scheduling, Transportation, Inventory Control, Economic Analysis, Cost Analysis, Stochastic Programming, Regression Analysis, Data Visualization etc

Skills : MS Excel, MS SharePoint, MS Visio, MS Word, MS Project, MS PowerPoint, MS Access

• Managing the PPS project schedule to track and ensure the project activities and milestones are met.
• Developing and implementing the data collection processes, data analytics, and other strategies that optimize information quality, equip leadership with additional insight and providing leadership with the opportunity for data-driven decision making.
• Executing the analysis methods using applications such as MS Access and MS Excel.
• Developing and managing the predictive shrink models.
• Providing analysis and tracking on store shrink trends and opportunities.
• Providing technical, analytical, and support services, including analysis and evaluation of plans, programs, in relation to published guidance, DoD, and USAF strategic objectives.
• Publishing the guidelines and policies for national, OSD, Joint, and USAF. Perform analysis in taking into account the secondary and tertiary implications, projected threats, Joint contributions, estimated costs, and resource constraints in relation to USAF programs, concepts, requirements, doctrine, alternatives, orders, and technical risk. 

Headline : Operations Research Analyst with 6+ years of experience in formulating and applying mathematical modeling and other optimizing methods to develop and interpret information that assists management make better data-driven business decisions. Excellent verbal/oral and written communicator with clear, professional and informative business and technical writing skills

Skills : PMP Certification, Tableau, Six Sigma Green Belt Certification, Communications, Economics Analysis, Cost Analysis, Business Process Modeling, And Change Management.

• Maintaining the doing business trading across borders indicator for 44 countries.
• Analyzing and assessing the indicators on a country-by-country basis and verify data using several sources and laws.
• Participate in the design, preparation, and dissemination of analytical work and knowledge.
• Traveling to several countries to assess their business environment and government reforms through meetings with government officials and private sector experts who are addressing topics ranging from insolvency to property rights, corporate governance, access to credit, and labor regulations.
• Regularly conducting the face-to-face meetings and video conferences at the request of colleagues, governments, academia, and NGO representatives to discuss the doing business data, ranking, and methodology, and to provide an interpretation of its results.
• Conducting quantitative and qualitative analyses using statistical tools such as strata, and excel to compute regressions, graphs, and tables for the doing business report.
• Providing internal analysis and presentations to colleagues, governments, and other organizations.

Headline : Dedicated, self-motivated, independent Operations Research Analyst with over six years of experience in the fields of systems analysis, small business planning, and operations research. Proven record of finding a solution to complex problems via application of traditional, contemporary, and novel approaches. Background includes degrees in Physics and Mathematics, as well as proficiencies in computer programming, graphic design, and leadership studies.

Skills : Time Series Analysis, Data Analysis, Advanced Data Mining, Machine Learning, Forecasting, Supply Chain, and Logistic and Financial Optimization.

• Evaluating solutions to difficulties encountered during the material acquisition process.
• Interpreting the policy and guidance from higher authority and apply to the planning and formulation of the organization.
• Responsible for defining critical problems encountered, developing and recommending alternative courses of actions, and advise on advantages and disadvantages of the various approaches for the intended purposes.
• Member assisting other professionals with a cost analysis on various studies.
• Assisting with completing all steps of the analytic process to include setting up the problem.
• Authored and delivered study report to sponsor, and briefed senior leadership on findings.
• Led multiple teleconference meetings with participants from up to six government organizations.
• Organized and directed analysis effort based on proposals from eight industry respondents.
• Conducted interviews with knowledgeable experts, attended site visits and conducted literature research in order to understand system requirements and shortfalls.

Summary : A dynamic Senior Operations Research Analyst with expertise in Business Analysis who drives processes to analyze the efficiency of existing systems. Quick to familiarise with the latest technologies and industry developments while demonstrating a logical and analytical approach to solving complex problems and issues with simple and easy solutions. Possesses excellent interpersonal and communication skills to all levels of the organization including CEO and other executives.

Skills : SAP, PhotoShop, Excel, Word, Lumira, Dashboard, Crystal Report, Trouble Shooting, Pivot Table

• Specialized in integrating EDI modules to ERPs including SAP, MS Dynamics, QuickBooks and etc.
• Providing solutions for supply chain industries to automate the inventory fulfillment with predictive ordering models.
• Reported to CAO and often called upon by the CEO to manage special projects.
• Conducting internal interviews with sales and marketing and gathered data to create an algorithm to generate a monthly list of potential customers who have very high likelihood to be lost, which helped in reducing the churn rate by 30%.
• Conducting GAP analysis and streamlining the existing sales processes and CRM systems by engaging with multiple shareholders to ensure all processes were well defined and all requirements were accurately gathered.
• Acting as a liaison between the companies, accounting teams, development team and all the stakeholders throughout the development cycle to effectively communicate and complete automating the billing process for new acquisitions.
• Integrating CRM with Sage ERP which reduced the billing time by 90% from 20 days.
• Creating the use cases, sequence diagrams, website wireframes, activity diagrams, and cross-functional diagrams to streamline the customer support process to reduce the time taken to close the cases by 40%.
• Developing algorithms and financial models to predict revenue EBITDA and cash flow.

Headline : Dedicated and technically skilled Operations Research Analyst with over 6 years of experience offering versatile office and management skills. Seeking a challenging position to utilize my skills. Adept multi-tasker, Versatile writing skills, Strong organizational and analytical skills, Proficiency in both MS Office Excel and Word, Medical billing experience. Positive, flexible and able to handle patients with care. Records management, Report and document preparation.

Skills : Networking, Operations Management, Project Development, Solution Engineering, Team Management, Requirements Analysis, Change Management

• Conducted assessments on current reports based on managed services customer’s feedback.
• Worked with senior management to validate and modified the scope of work documents.
• Worked with operations management to create and update reports to help maintain and improve network operations performance.
• Worked with project management to create and update project templates and task lists.
• Created test plans and implemented the changes in various customer web portals and surveyed customers for feedback.
• Collected and analyzed data for compliance and security operations audits and created reports.
• Worked with multiple compliance and security auditors to provide the data customers require to pass compliance audits.
• Reviewed systems engineers’ project and service ticket updates and created the improvement plans.
• Improved data sufficiency and consistency on ticket updates based on customer feedback.

Jr. Operations Research Analyst Resume

Objective : Jr. Operations Research Analyst with 4 years of experience. To obtain employment with an established organization as an analytical and management professional with skills and knowledge of operations research, analysis, critical thinking, operations management and crisis management. Excellent interpersonal skills, office etiquette, and phone manners. Goal oriented and able to complete tasks within time limits

Skills : Excel, MATLAB, MS Office, PowerPoint, Risk Analysis

• Performing validation and testing of models to ensure adequacy and reformulating the models as necessary.
• Collaborating with Senior Managers and decision makers to identify and solve a variety of problems and to clarify management objectives, policies, and strategies.
• Providing guidance and expert advice to management or other groups on technical, systems, or process-related topics.
• Defining data requirements. Gathering and validating the information, applying judgment and statistical tests.
• Observing, receiving, and otherwise obtaining the information from all relevant sources.
• Studying and analyzing information about alternative courses of action to determine which plan will offer the best outcomes.
• Translating or explaining the information/data and how it can be used. Preparing the management reports.
• Define and evaluate problems and recommend solutions.
• Breaking systems into their component parts, assigning numerical values to each component, and examining the mathematical relationships between them.

Operations Research Analyst I Resume

Summary : Operations Research Analyst I with over 14 years of public administration experience in data analysis, interpretation and problem-solving. Noted as a persuasive communicator with well-developed presentation and informative skills. Results-oriented with very good skills in the application of inspections and investigative techniques. Ability to develop and maintain positive internal and external relationships.

Skills : SAS, R, Excel, Microsoft Office, Tableau, Crystal Reports, Minitab, Access And Powerpoint, Javascript, Java, SQL

• Utilizing an advanced suite of analytical tools and operations research and methods and techniques including probabilistic techniques, optimization techniques, applied statistics, decision analysis, data visualization, metrics, models to identify the root cause of problems.
• Reviewing proposals, contracts, regulatory, program and customer requirements ensuring early quality involvement in program development.
• Retrieving, interpreting, analyzing and summarizing the aviation safety information and displaying pertinent elements in an array of formats for development of recommendations.
• Preparing and maintaining the quality directives, processes, procedures, and metrics to assure program, contract, regulatory requirements and working agreements are deployed.
• Participating with stakeholders to develop potential preventive or corrective actions and implementations.
• Conducting process reviews of suppliers’ ability to meet program quality requirements and support business decisions, and develops a coordinated response for management review and approval.
• Serving as Project Manager on several major aviation Safety and System Safety Management Transformation(SSMT) projects and initiatives by assisting in the developing and administering of work plans.

Summary : Operations Research Analyst with 13 years of expertise in cost analysis for all project lifecycle phases including Development, Production, Operations, and Support. Highly skilled in mathematical models, technical databases, financial metrics and research techniques. Strong knowledge of logistics and various appropriations utilized for funding government programs and activities. Experienced in management of manpower resources for over 6,000 employees.

Skills : MS Outlook, Access, PowerPoint, Word, And Excel, Service Delivery Management, Network Security, Leadership Development, Data Analysis

• Responsible for planning and coordinating work efforts, requirements definition, and cost/risk analysis of engineering evaluations for new product designs and engineering changes.
• Identifying millions of dollars in unaccounted for costs in the sustainment phase of major Aircraft Launch Recovery Equipment (ALRE) programs including costs for manpower, maintenance, engineering changes and indirect charges.
• Evaluating contractors proposals, assisting in contract negotiations, government estimates and budget planning throughout the proposal evaluation and selection process for awarding multi-million dollar contracts.
• Identifying the erroneous and missing cost information to ensure accuracy. Performing contract cost and price analysis.
• Serving as lead Operations Support (OS) life cycle phase cost estimator and analyst for ALRE product lines including all major defense acquisition programs.
• Developing various acquisition, development and production cost estimates for program management and the Program Objective Memorandum (POM) to request additional money or reallocation of resources between various appropriation funding accounts.
• Utilizing the mathematical models, technical databases and interviews with subject matter experts to develop cost estimates, forecasts, return on investment models and analytical studies which influence acquisition decisions, budgetary planning, and contract negotiations.

Table of Contents

Recent posts, download this pdf template., creating an account is free and takes five seconds. you'll get access to the pdf version of this resume template., choose an option., unlock the power of over 10,000 resume samples., take your job search to the next level with our extensive collection of 10,000+ resume samples. find inspiration for your own resume and gain a competitive edge in your job search., get hired faster with resume assistant., make your resume shine with our resume assistant. you'll receive a real-time score as you edit, helping you to optimize your skills, experience, and achievements for the role you want., get noticed with resume templates that beat the ats., get past the resume screeners with ease using our optimized templates. our professional designs are tailored to beat the ats and help you land your dream job..

Top 12 Operations Analyst Skills to Put on Your Resume

Crafting a compelling resume as an Operations Analyst requires showcasing a blend of technical expertise and soft skills that demonstrate your ability to optimize business processes and drive organizational success. Highlighting your top operations analyst skills is crucial in convincing potential employers of your capability to analyze data, improve operational efficiencies, and support strategic decision-making.

Operations Analyst Skills

SQL (Structured Query Language) is a standard programming language used for managing and manipulating relational databases, enabling operations analysts to retrieve, update, insert, and delete data to analyze and generate insights for decision-making.

Why It's Important

SQL (Structured Query Language) is crucial for an Operations Analyst as it enables efficient data retrieval, manipulation, and analysis from databases, essential for informed decision-making and operational insights.

How to Improve SQL Skills

Improving SQL skills, especially for an Operations Analyst, revolves around understanding data structures, mastering SQL commands, and practicing real-world scenarios. Here's a concise guide:

Master Basic Commands : Start with SELECT, INSERT, UPDATE, DELETE, and move on to complex JOINs and subqueries. W3Schools SQL Tutorial is a great place to start.

Understand Data Relationships : Know how to model data and understand relationships (one-to-one, one-to-many, many-to-many). Database Normalization can help structure your data efficiently.

Practice Advanced Queries : Dive into window functions, CTEs (Common Table Expressions), and dynamic SQL for more sophisticated analysis. Mode’s SQL Tutorial offers advanced concepts through interactive lessons.

Optimize SQL Queries : Learn to write efficient queries to improve performance. This includes indexing, avoiding unnecessary columns in SELECT, and understanding query execution plans. Use The Index, Luke is a fantastic resource for learning about indexing and query optimization.

Work on Real Projects : Apply your skills to real-world datasets. Websites like Kaggle offer datasets and challenges that can help simulate operations analysis tasks.

Stay Updated and Join Communities : Subscribe to SQL newsletters, follow SQL forums, and join communities like Stack Overflow or Reddit’s r/SQL to stay updated and get help on complex queries.

By following these steps and regularly practicing, you'll significantly improve your SQL skills relevant to an Operations Analyst role.

How to Display SQL Skills on Your Resume

Python is a versatile, high-level programming language widely used for data analysis, automation, and scripting, making it a powerful tool for Operations Analysts to process data, generate reports, and streamline operations.

Python is important for an Operations Analyst because it enables efficient data analysis, automation of repetitive tasks, streamlined report generation, and facilitates predictive analytics through its extensive libraries and easy-to-learn syntax, significantly enhancing operational insights and decision-making.

How to Improve Python Skills

Improving your Python skills as an Operations Analyst involves enhancing data analysis, automation, and reporting capabilities. Focus on mastering libraries like Pandas for data manipulation, NumPy for numerical operations, and Matplotlib or Seaborn for data visualization. Practice writing efficient, clean code and automating repetitive tasks.

• Master Data Manipulation : Get proficient in Pandas for advanced data manipulation and analysis.
• Learn Numerical Computation : Deep dive into NumPy for handling large datasets and complex mathematical operations.
• Enhance Data Visualization Skills : Improve your reporting by learning Matplotlib and Seaborn for clear and insightful data visualizations.
• Automate Repetitive Tasks : Explore Python Automation to streamline your workflows and save time.
• Write Clean Code : Practice writing readable and efficient code following PEP 8 guidelines to maintain and share your projects easily.
• Engage with the Community : Join platforms like Stack Overflow or GitHub to collaborate, learn from projects, and stay updated with best practices.

By focusing on these areas and consistently practicing, you'll significantly improve your Python skills, thereby enhancing your effectiveness and efficiency as an Operations Analyst.

How to Display Python Skills on Your Resume

Tableau is a powerful and versatile data visualization tool that allows Operations Analysts to create interactive and shareable dashboards, enabling them to analyze, visualize, and communicate data insights effectively to support decision-making processes.

Tableau is important for an Operations Analyst because it enables efficient data visualization and analysis, facilitating quick identification of trends, issues, and opportunities for operational improvements, enhancing decision-making and strategic planning.

How to Improve Tableau Skills

Improving your skills in Tableau as an Operations Analyst involves a mix of enhancing your technical prowess, understanding advanced analytics, and applying best practices for data visualization. Here’s a concise guide:

Master the Basics : Ensure you have a strong foundation by revisiting the basics of Tableau, focusing on data connection, basic calculations, and creating simple visualizations.

Advanced Tableau Features : Advance your skills by learning about complex calculations, parameters, level of detail (LOD) expressions, and dashboard actions.

Data Preparation : Improve how you prepare and clean your data. Familiarize yourself with Tableau Prep to blend, clean, and prepare your data more efficiently.

Analytics and Statistics : Enhance your analytics skills by integrating Tableau with R or Python for predictive analytics and statistical analysis.

Dashboard Design : Focus on creating interactive and user-friendly dashboards. Learn about best practices in data visualization to make your reports intuitive and impactful.

Performance Optimization : Learn techniques to optimize the performance of your Tableau workbooks, ensuring they run efficiently.

Learn from the Community : Engage with the Tableau Community ( Tableau Community Forums ) for support, inspiration, and sharing best practices.

Training and Certification : Consider official Tableau Training and Certification ( Tableau Training ) to validate your skills and stand out in your role.

Stay Updated : Keep up with the latest features and updates in Tableau by regularly visiting the Tableau Blog ( Tableau Blog ) for news, tips, and insights.

By focusing on these areas, you can significantly improve your proficiency in Tableau, enabling you to deliver more insightful, impactful, and efficient analyses in your role as an Operations Analyst.

How to Display Tableau Skills on Your Resume

Excel is a spreadsheet program used for data analysis, manipulation, and visualization, essential for an Operations Analyst for tasks such as forecasting, budgeting, and process optimization.

Excel is crucial for an Operations Analyst because it provides powerful tools for data analysis, modeling, and visualization, enabling efficient decision-making and process optimization.

How to Improve Excel Skills

Improving Excel skills, especially for an Operations Analyst, involves enhancing data analysis, visualization, and automation capabilities. Here are concise strategies:

Master Advanced Formulas : Focus on learning complex formulas that are crucial for data analysis, such as INDEX(MATCH) , SUMIFS , COUNTIFS , and array formulas. ExcelJet offers a comprehensive list of formulas with examples.

PivotTables and PivotCharts : Dive deep into PivotTables and PivotCharts for summarizing, analyzing, exploring, and presenting your data. Microsoft's PivotTable tutorial is a great starting point.

Excel Macros and VBA : Learn how to automate repetitive tasks and customize Excel to fit your specific needs using Macros and VBA (Visual Basic for Applications). The Excel VBA Tutorial from Excel Easy provides a good introduction.

Power Query and Power Pivot : Enhance your data modeling and transformation skills with Power Query and Power Pivot. These tools help in dealing with large datasets more efficiently. Microsoft's guide on Importing Data with Power Query and Power Pivot are helpful resources.

Data Visualization : Elevate your data presentation with advanced charting techniques and conditional formatting. Explore beyond basic charts to dynamic dashboards and interactive reports. The Advanced Excel Charts Tutorial from Excel Easy provides insights into creating more sophisticated data visualizations.

Continuous Learning and Practice : Stay updated with the latest Excel features and best practices. Websites like Chandoo and Excel Campus are excellent resources for tutorials, tips, and community support.

By focusing on these areas, an Operations Analyst can significantly enhance their Excel skills, leading to more efficient and effective analysis and reporting.

How to Display Excel Skills on Your Resume

5. Power BI

Power BI is a business analytics tool that allows operations analysts to visualize data, generate reports, and derive insights for informed decision-making and operational improvement.

Power BI is crucial for an Operations Analyst as it enables efficient data visualization and analysis, facilitating informed decision-making and operational optimization by transforming raw data into actionable insights.

How to Improve Power BI Skills

To improve Power BI skills as an Operations Analyst, follow these concise steps:

Learn DAX : Master Data Analysis Expressions (DAX) for complex data modeling and calculations. Start with Microsoft's DAX guide .

Understand Power Query : Enhance data preparation skills. Explore Microsoft's Power Query documentation .

Dashboard Design : Focus on effective dashboard design principles for better data visualization. Microsoft's design guidelines can be a good starting point.

Use Templates and Samples : Learn from existing templates and samples. Visit Power BI Templates for inspiration.

Stay Updated : Follow the Power BI Blog for the latest features and updates.

Join the Community : Engage with the Power BI community through forums and discussion boards for advice and new ideas. Start with the Power BI Community .

Practice Regularly : Apply your skills on real-world data and scenarios. Consider using datasets from Kaggle for practice.

Remember, consistency and continuous learning are key.

How to Display Power BI Skills on Your Resume

SAP is a comprehensive enterprise resource planning (ERP) software suite used by businesses to manage operations, including financials, logistics, human resources, and analytics, helping streamline processes and enhance decision-making.

SAP is important for an Operations Analyst because it integrates various business processes, allowing for efficient data management, real-time insights, and streamlined operations, ultimately improving decision-making and operational efficiency.

How to Improve SAP Skills

Improving SAP as an Operations Analyst involves enhancing system performance, user experience, and process efficiency. Here are concise strategies:

Optimize System Performance : Regularly monitor and analyze system performance. Use SAP's EarlyWatch Alert for proactive alerts and recommendations.

Customize and Streamline Processes : Tailor SAP processes to meet specific business needs. Utilize SAP's Best Practices for guidance on optimizing workflows and operations.

Enhance Data Quality : Implement data quality management practices. SAP's Master Data Governance tool can help ensure data accuracy and consistency.

Upgrade and Stay Current : Regularly update your SAP software to leverage new features and improvements. Refer to the SAP Road Map Explorer for insights on upcoming enhancements.

Leverage SAP Training and Resources : Enhance your skills and knowledge of SAP through official SAP Training and Certification programs.

Implement SAP Fiori : Improve user experience with SAP Fiori's personalized, responsive, and simple UI. Explore SAP Fiori for UI improvements.

Automate Processes : Identify repetitive tasks suitable for automation. SAP's Intelligent Robotic Process Automation can streamline operations and reduce manual errors.

Engage with SAP Community : Join the SAP Community to share knowledge, ask questions, and learn best practices from peers and experts.

By focusing on these areas, an Operations Analyst can significantly improve the efficiency and effectiveness of SAP systems within their organization.

How to Display SAP Skills on Your Resume

7. Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform that enables businesses to manage sales, customer service, marketing, and operations by offering a suite of applications focused on improving customer engagement and streamlining business processes.

Salesforce is important for an Operations Analyst as it provides a centralized platform for managing customer relationships, sales, and operational data, enabling efficient analysis, reporting, and decision-making to optimize business processes and improve customer satisfaction.

How to Improve Salesforce Skills

Improving Salesforce for an Operations Analyst involves optimizing data quality, automating processes, and enhancing analytics capabilities. Here's how:

Data Quality : Enforce strict data entry standards using validation rules and duplicate management to ensure high data accuracy. Salesforce Help on Validation Rules

Process Automation : Utilize Salesforce's Process Builder and Flow to automate routine tasks, like data entry and lead assignments, freeing up time for more analytical work. Trailhead on Process Automation

Enhanced Analytics : Leverage Salesforce Reports and Dashboards for real-time insights and deploy Salesforce Einstein for AI-driven analytics to forecast trends and make data-driven decisions. Salesforce Einstein Overview

Training and Support : Regularly update skills through Trailhead and participate in Salesforce community forums for continuous learning and support. Trailhead for Salesforce Learning

Integration Tools : Use Salesforce's integration capabilities with external databases and applications to centralize data and gain a holistic view of operations. Salesforce Integration Overview

Focusing on these areas will significantly improve the efficiency and effectiveness of Salesforce for an Operations Analyst.

How to Display Salesforce Skills on Your Resume

R is a programming language and software environment designed for statistical computing, data analysis, and graphical representation, widely used by operations analysts for data manipulation, calculation, and visualization to support decision-making and operational efficiency improvements.

R is important for an Operations Analyst because it offers advanced statistical analysis, data manipulation, and visualization capabilities, enabling the extraction of actionable insights from complex datasets to improve operational efficiency and decision-making.

How to Improve R Skills

Improving your R skills, especially as an Operations Analyst, involves a focused approach on data manipulation, statistical analysis, and visualization. Here’s a concise guide:

Master the Basics : Ensure you're comfortable with R syntax and basic operations. The R for Data Science book is an excellent starting point, covering data manipulation, visualization, and R fundamentals.

Data Manipulation and Analysis : Focus on dplyr and tidyr for data manipulation, crucial for preparing your data for analysis. The Data Transformation with dplyr guide is invaluable.

Visualization : Master ggplot2 for data visualization. It's a powerful tool for creating informative and attractive graphics. The Data Visualization with ggplot2 guide helps you learn the essentials.

Reporting : Learn to create reports with R Markdown. It’s essential for sharing your analyses and results. The R Markdown guide covers everything from basics to publishing.

Learn Shiny for Interactive Applications : Shiny is an R package that makes it easy to build interactive web apps straight from R. Useful for sharing insights interactively. Start with the Shiny Tutorial .

Practice with Projects : Apply your skills to real-world projects. Kaggle is a great platform to find datasets and see how others approach problems. Check out Kaggle for inspiration and practice.

Join the Community : Engage with the R community. Sites like Stack Overflow and RStudio Community are great for getting help and staying updated on best practices.

Continuous Learning : The field is always evolving. Follow blogs like R-bloggers for the latest trends, tutorials, and insights from the R community.

Focusing on these areas and integrating R effectively into your workflow will significantly enhance your capabilities as an Operations Analyst.

How to Display R Skills on Your Resume

VBA (Visual Basic for Applications) is a programming language integrated into Microsoft Office applications, used by Operations Analysts to automate tasks, manipulate data, and enhance functionality in Excel, Access, and other Office tools.

VBA (Visual Basic for Applications) is crucial for an Operations Analyst as it enables the automation of repetitive tasks, enhances data analysis capabilities, and streamlines reporting processes within Excel and other Office applications, significantly improving efficiency and accuracy in operations analysis.

How to Improve VBA Skills

To improve your VBA skills as an Operations Analyst, focus on these concise strategies:

Learn Basic Programming Concepts : Understand variables, loops, conditionals, and data types. Excel Easy offers a great starting point.

Practice Regularly : Apply your knowledge to real-world problems. Automate Excel provides practical examples.

Understand Error Handling : Ensure your macros run smoothly under all conditions. Wise Owl Tutorials delve into error handling.

Explore Advanced VBA Features : Learn about Classes, Collections, and Events for more sophisticated scripts. CPearson is a valuable resource.

Utilize Online Forums : Engage with VBA communities for support and inspiration. Stack Overflow and MrExcel Forum are great places to start.

Take Online Courses : Platforms like Udemy and Coursera offer structured learning paths.

By integrating these strategies, you’ll progressively enhance your VBA skills, making you more efficient and effective in your role as an Operations Analyst.

How to Display VBA Skills on Your Resume

MATLAB is a high-level programming and numerical computing environment used for algorithm development, data analysis, visualization, and mathematical calculations, often utilized by Operations Analysts for data-driven decision-making and operational optimization.

MATLAB is important for an Operations Analyst because it provides powerful tools for data analysis, modeling, and visualization, enabling efficient problem-solving and decision-making in complex operational environments.

How to Improve MATLAB Skills

Improving your MATLAB skills as an Operations Analyst involves understanding the software's capabilities, practicing coding, and leveraging resources for advanced data analysis and modeling. Here are concise steps to enhance your MATLAB proficiency:

Understand MATLAB Basics : Grasp the fundamentals of MATLAB syntax, functions, and data structures. Start with MATLAB's official documentation .

Learn Data Manipulation : Operations Analysts frequently deal with data. Master techniques for importing, cleaning, analyzing, and visualizing data. The Data Analysis and Visualization page is a great resource.

Practice Mathematical Modeling : Improve your ability to model operations and systems mathematically. Explore MATLAB's mathematical modeling resources to understand different modeling approaches.

Automate Your Analysis : Learn to write scripts and functions to automate repetitive tasks. MATLAB's programming and scripting guide can be very useful.

Use Toolboxes Relevant to Operations Analysis : MATLAB offers specialized toolboxes for different applications. Familiarize yourself with toolboxes like Statistics and Machine Learning Toolbox and Optimization Toolbox for advanced operations analysis.

Participate in MATLAB Community : Engage with the MATLAB Central community to learn from others, ask questions, and share your knowledge.

Continuous Learning : MATLAB evolves, and so should your skills. Follow MATLAB Blogs for updates, tips, and insights from experts.

By focusing on these areas, Operations Analysts can significantly improve their efficiency and effectiveness in using MATLAB for complex data analysis and operational modeling.

How to Display MATLAB Skills on Your Resume

Oracle is a multinational computer technology corporation that specializes in developing and marketing database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems. For an Operations Analyst, Oracle provides tools and platforms for data analysis, management, and operational efficiency improvement.

Oracle is crucial for an Operations Analyst as it provides advanced database and cloud technologies for efficient data management, analysis, and reporting, enabling informed decision-making and operational optimization.

How to Improve Oracle Skills

To improve your skills as an Operations Analyst using Oracle, follow these concise strategies:

Understand Oracle Database Fundamentals : Begin with Oracle's official documentation to grasp the basics of Oracle Database.

Oracle SQL and PL/SQL : Enhance your querying skills by mastering SQL and PL/SQL through Oracle University courses.

Performance Tuning : Learn about Oracle performance tuning to optimize database performance. The Oracle Performance Tuning Guide is a great resource.

Oracle Cloud Services : Familiarize yourself with Oracle Cloud services for scalability and efficiency. Explore Oracle Cloud Learning Subscriptions.

Stay Updated : Oracle frequently updates its software. Keep abreast of the latest features and best practices through the Oracle Blog.

Hands-On Practice : Apply your knowledge practically using the free version of Oracle Database, Oracle XE , for hands-on experience.

Join the Oracle Community : Engage with the Oracle Community to exchange knowledge, ask questions, and connect with other Oracle professionals.

Oracle Certifications : Consider obtaining Oracle certifications to validate your skills and stand out as an expert. Start exploring at Oracle University.

By following these steps and actively engaging in continuous learning, you'll significantly improve your Oracle skills as an Operations Analyst.

How to Display Oracle Skills on Your Resume

SPSS (Statistical Package for the Social Sciences) is a powerful statistical software tool used for data analysis, management, and documentation, enabling Operations Analysts to perform complex data manipulation, statistical tests, and predictive analysis to optimize operational processes and decision-making.

SPSS is important for an Operations Analyst because it provides powerful statistical analysis tools to interpret data patterns, forecast trends, and support decision-making processes, optimizing operational efficiency and effectiveness.

How to Improve SPSS Skills

Improving SPSS skills as an Operations Analyst involves enhancing your ability to perform data analysis, interpret results, and apply these insights to operational improvements. Here's a very short and concise guide:

Enhance Statistical Knowledge : Understanding statistical methods and concepts is crucial. Khan Academy offers free courses on statistics and probability.

Master SPSS Basics : Familiarize yourself with SPSS interface, data entry, and basic functions. IBM's SPSS Tutorials provide a good starting point.

Learn Advanced SPSS Features : Dive into advanced analysis techniques like regression analysis, ANOVA, and factor analysis. UCLA's IDRE Statistical Consulting Group offers comprehensive guides and examples.

Automate with Syntax : Learning SPSS syntax allows for automation of repetitive tasks, enhancing efficiency. Raynald's SPSS Tools ( SPSSTools.net ) is a valuable resource for syntax examples and tips.

Practice with Real Data : Apply your skills on real operational data sets. Kaggle ( Kaggle.com ) provides diverse datasets for practice.

Stay Updated : SPSS is regularly updated. Follow the IBM SPSS Blog for the latest features and best practices.

Join SPSS Communities : Engage with other SPSS users in forums and groups. The IBM SPSS Community is a good place to start for sharing knowledge and solving problems.

By following these steps and consistently applying yourself, you can significantly improve your SPSS skills as an Operations Analyst.

How to Display SPSS Skills on Your Resume

Related Career Skills

• Sales Operations Analyst
• Business Operations Analyst
• Operations Research Analyst
• Operations Team Leader
• Operations Engineer
• Operations Specialist

Operations Research Systems Analyst Resume Sample

The resume builder.

Create a Resume in Minutes with Professional Resume Templates

Work Experience

• Anticipate senior leaders’ biases by combining structured analytical techniques along with substantive expertise and an inquiring and imaginative mind
• Communicate and collaborate with senior leaders and decision makers to effectively describe, visualize, and understand complex issues/problems to achieve the command’s and partner’s objectives
• Advise WGC leadership of common best practices that the command’s problem sets can be applied against within the field of behavioral economics, design thinking, prospect theory and a litany of others qualitative applications
• Adept at communicating their results in a clear and concise manner to senior leaders
• Experience as a uniformed military member in specific SOF functional areas of SF, SEAL, CA, MISO, or SOF Aviation, or six years’ experience as a member of SOF staff
• Experience utilizing Microsoft suite office products to include MS Access
• Experience working with USSOCOM, subordinate organizations, DOD, and knowledge of each military U.S. military service’s roles and missions
• Experience using communication skills, both written and oral, to include preparation of written products for senior leader (general officer/flag officer/senior executive service level) use and the ability to communicate at all levels in a highly professional manner
• Reviews operations and testing of models to insure adequacy, or determines needs for reformulation
• In conjunction with government representatives, conduct visits to Major Commands and OTI organizations to interview OTI decision-makers, users and Subject Matter Experts (SME) to research OTI mission requirements and related implications to the OTI workforce to include the development of OTI position descriptions needed for specific OTI Professional billets
• Provide support in the collection, analysis, and synthesize technical information in support OTI
• Organize the data that is collected for analysis from on line data surveys and onsite visits data collected from focus group questions, survey/interview instruments and meeting summaries
• Review existing OTI documents, surveys, interviews Subject Matter Experts (SME) and develop an integrated OTI BOK listing that integrates individual products into a comprehensive OTI Professional Management
• In conjunction with government representatives, develop the structure/design of a USAF OTI Human Capital Strategy for the establishment/development of OTI workforce professional skills/capabilities
• Conduct front-end analysis and provide a design recommendation for a web-based OTI Planning/Education Tool for use by USAF OTI Professionals in the integration of OTI technologies/capabilities with mission needs
• In-Depth Research and Analysis of Emerging Policy, Regulations, Directives, or Industrial Issues.The Contractor shall provide the required services to perform research and analysis of emerging policy, regulations, directives, or industrial issues. Advice and work products shall be current, accurate, and technically sound. Communication shall be professional and responsive
• Write Detailed Papers.The Contractor shall provide the required services to write detailed papers. Documents shall be accurate, current, technically sound, and free of errors. Documents shall be submitted within the required timeframe, and 100% of documents shall be vetted with the Government Lead prior to release
• Assist with Development of Program Office Templates and Standardized Requirements Documents.The Contractor shall provide the required services to assist with developing program office templates and standardized requirements documents. Input shall be prepared in customer required format and shall be technically sound and free of errors. Input shall be submitted in a timely manner
• Work products shall be accurate, free of errors, and provide a supportable basis for determining whether, in accordance with applicable acquisition regulations and policies, the proposed costs are fair and reasonable, as well as realistic. Work products shall be technically sound and completed within the required timeframe
• Graduate of the Functional Area 49 course or 361515 Systems Engineering, Operation Research (civilian equivalent)
• Active special operations experience, or equivalent experience as a civilian (to include contractors) supporting HQ USSOCOM, Components, or TSOCs required
• Conducting operations analysis in support of DoD, CCMDs or Services (can be a combination of military, government, and contractor support) and 2 years of applied operations research (OR) experience with C-IED efforts in a current theater of operations
• Experience with operations systems research analysis (ORSA)

Professional Skills

• Strong career interest in national security studies. Excellent analytic, research and writing skills required to provide technical and non-technical material
• Strong technical analytic skills
• Demonstrated experience supporting the collection, analysis, and synthesis of modeling and simulation technical information in support of training or analysis
• Interest in fields such as liberal arts, social sciences, and international relations. Language skills desirable but not required
• Experience with leveraging scientific methods to inform qualitative and quantitative analyses
• Experience with using automated statistical packages and visualization tools for analysis projects
• Direct work experience in the field of Operations Research or systems analysis/engineering

How to write Operations Research Systems Analyst Resume

Operations Research Systems Analyst role is responsible for government, research, security, software, technical, analytical, training, integration, analysis, design. To write great resume for operations research systems analyst job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Operations Research Systems Analyst Resume

The section contact information is important in your operations research systems analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

• First and last name
• Telephone number

Work Experience in Your Operations Research Systems Analyst Resume

The section work experience is an essential part of your operations research systems analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous operations research systems analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular operations research systems analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Operations Research Systems Analyst resume experience can include:

• Model using Mathcad, Mathematica or similar advanced mathematical modeling software desired but not required
• Participate in team building research efforts, and sharing of analytical techniques and research methodologies
• Program using Microsoft Excel’s Visual Basic for Applications (VBA) is required
• Develop and document advanced analytical methods (i.e. data mining, statistical analysis, and mathematical models) to improve analytic tradecraft
• Facilitate decision making meetings and analytic exchanges
• Familiarity with the application of OR and mathematics to complex processes. --Coursework in advanced OR and mathematics

Education on an Operations Research Systems Analyst Resume

Make sure to make education a priority on your operations research systems analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your operations research systems analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

• School you graduated from
• Major/ minor
• Year of graduation
• Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Operations Research Systems Analyst Resume

When listing skills on your operations research systems analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical operations research systems analyst skills:

• Experience performing campaign modeling and analysis
• Develop framework for, and perform prioritization of, tools, data, and processes
• Experience as staff in the CENTCOM Area of Responsibility (AOR)
• Intermediate skill as a Microsoft Office user is required
• Military background/experience useful but not required
• ­Experience with data transport, cloud ingestion, and/or data characterization

List of Typical Skills For an Operations Research Systems Analyst Resume

Skills for uscentcom operations research systems analyst resume.

• Work history shall demonstrate 3 years of experience in capturing data, typically as a data collector during the seminars
• BS/BA and (5) years of relevant experience as a military ORSA
• Conduct problem identification and requirements analysis
• Apply decision analysis methods to evaluate analytic tools, data, and processes to determine their feasibility, usefulness and value, and present the results
• Develop threat, risk and mitigation models
• Research and document process workflows and data flows

Skills For Operations Research Systems Analyst, Senior Resume

• Perform resource allocation analysis
• Develop predictive analysis methods
• Simulate the flow of data or events through analytic process workflows to identify process or resource constraints
• Perform analytic tradecraft requirements collection and analysis
• Conduct analytic exchanges, organize data, and provide overall ORSA support to line program, and task managers as well as associated technical directors

Skills For TSA Operations Research Systems Analyst Resume

• Conduct analytic exchanges, organize data, and provide overall ORSA support to line program, and task managers as well as associated technical director
• Work independently within a larger team context
• Familiarity with national security concepts and/or terminology
• Possesses skills in analyzing intelligence and/or related information and technical data, documenting information and processes, and interpreting analytical results
• Cloud computing-related certification (AWS Certified Solutions Architect, CCNA Cloud, CCNP Cloud, MCSE Cloud Platform, etc.)

Skills For Operations Research / Systems Analyst Resume

• Demonstrated experience in the organization of data collection for analysis from on line data surveys and onsite visits collected from focus group questions, survey/interview instruments and meeting summaries
• Remain current with technological advances, software tools, and improvements in analytical methods; strong computer and quantitative skills and be able to perform complex research; programming skills are highly desired
• Work history shall demonstrate 3 years of experience in using qualitative analyses while leading various working groups to problem frame by thinking deeply/appreciating the problem, describing vividly relevant aspects of the problem, and producing a means of communicating the problem to senior level decision makers
• Recent experience in development of measures of performance, and measures of effectiveness.
• Experience as an Operations Research/Systems Analyst (ORSA)
• Shall have demonstrated skills in analyzing intelligence and/or related information and technical data, documenting information and processes, interpreting analytical results, writing and editing skills at technical/professional level, and managing internal and external customer relations. Shall be an effective mentor and communicator
• Prior experience in Target Systems Analysis, Target Folder Development, Entity Development

Skills For Senior T&E Operations Research Systems Analyst Resume

• Experience in statistical analysis using small sample sizes, effects measurement using various methodologies such as Cohen's d
• Experience with DOD Joint Test & Evaluation Program is desired
• Operations Research experience within the US Armed Forces or as a government civilian
• Former military officer or government civilian
• Current DoD TS/SCI

Related to Operations Research Systems Analyst Resume Samples

Operations research resume sample, operations research analyst resume sample, user experience research resume sample, engineer, research resume sample, senior clinical research resume sample, post-doctoral research resume sample, resume builder.