What are the responsibilities and job description for the Temp | Technical | Business Analyst II | Level 2(USD) position at ApTask?

About Client :

Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.

The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Rate Range : $32-$24.15 / Hr

Job Description :

The Operations Division is currently seeking high performing individuals with one to three years of work experience who exhibit strong leadership potential, communication skills, attention to detail and a strong desire to succeed in a fast paced and challenging work environment.
The Operations Division partners with Sales & Trading, Finance, Legal, and Technology to execute the Firm's Institutional, Retail, and Asset Management businesses by developing strong client relationships, collaborating closely with its business partners supporting and settling transactions, devising and implementing effective controls, to enable to development of new structures, businesses, and markets.
Private Banking Operations supports the Private Banking Group, providing operational support to the Bank and Broker / Dealer Lending Products, Deposit Products, Banking Services, Collateral Monitoring, Margin Operations and Vendor Management.

Responsibilities :

You will establish and maintain effective relationships in order to deliver world class service to internal teams across multiple securities-based lending products.

Internal interaction to include supporting the department's Phone Hotline and answering email correspondence related to the firm's Liquidity Access Line & Express Credit Line lending products. Internal client interactions are provided to Financial Advisors, Private Bankers, Branches, and other internal employees.

Successful candidates will have an interest or familiarity in one or more of the following : AML / KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management and Client Services.

Primary Responsibilities

Support the LAL Telephone Hotline by responding to MS field inquiries such loan status, outstanding issues, and documenting the nature of the phone calls

Meet Phone Performance Metrics such as Average Phone Handle Times, Quality / Accuracy, Professionalism, Adherence to Phone Script

Review loan application and servicing requests to ensure appropriate information has been provided to conduct a review within Service Level Agreements

Communicate all missing information needed to progress the loans in the Pipeline

Reconcile and process monetary transactions as needed including the review of daily reports

Cross train and be willing to learn new functions outside of your immediate scope in order to flex and provide coverage as needed

Train other new team members once you become proficient

Ability to accomplish shared goals of the department and the bank

Perform other related duties as assigned by management

Skills and Experience

We are looking for resourceful and dedicated candidates with one to three years of work experience who possess the following attributes :

Required

Bachelor's

Interest in finance OR 1-3 years' experience with finance MAX

This is a hybrid position, 3 days in office attendance is required

Ability to work Operational hours starting at 8 : 00 A.M. local time, including occasional weekends and overtime when needed

Ability to balance multiple priorities, operating in a demanding and fast-paced environment while demonstrating flexibility, adaptability, and personal accountability

Convey disciplined work ethic and have an enthusiastic 'can do' attitude while delivering white collar service

Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences

Adaptable team player

Detail oriented and ability to adhere to strict timelines

Strong organizational and time management skills

Ability to critically evaluate information gathered from multiple sources

Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives

Strong Microsoft Office skills

Optional

Familiarity with the financial markets and current regulatory landscape

Project management experience

Business analysis skills

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask :

ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer :

At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com

Applicant Consent :

By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.

Salary : $24 - $32

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Temp | Technical | Business Analyst II | Level 2(USD)

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