What are the responsibilities and job description for the Operations Analyst position at Whitridge Associates?
We are looking for a detail-oriented and collaborative Operations Analyst to support our client's securities processing operations. This position plays an important role in ensuring accurate and timely processing of corporate action events, while maintaining high standards of service and compliance.
Key Responsibilities
- Review and interpret announcements from market data vendors, issuers, depositories, and agents
- Enter data related to income and mandatory corporate actions into internal processing systems
- Identify and escalate complex corporate action events to appropriate team members
- Process class action claims and related documentation
- Input client instructions manually into the corporate actions platform
- Communicate confirmation details from agents to clients
- Notify clients of uninstructed positions through written and verbal communication
- Maintain accurate client account profiles and update payment entries in processing systems
- Perform reconciliation of positions and related receivables/payables to ensure correct cash forecasting
- Work closely with internal teams to deliver consistent and reliable client service
- Participate in client meetings or calls as needed
- Identify and escalate potential issues for timely resolution
Qualifications and Requirements
- Bachelor’s degree or equivalent professional experience
- Proficiency with desktop applications and financial systems
- Strong organizational skills and attention to detail
- Ability to communicate clearly, both in writing and verbally
- Demonstrated ability to prioritize tasks, meet deadlines, and work under pressure
- Comfortable managing multiple responsibilities simultaneously
- Proven ability to work effectively in a team-oriented environment
- Strong problem-solving and follow-up skills
