2027 Operations Analyst Program – Full-Time Analyst – March Cohort (OH, DE, TX, NY, IL, FL)

2027 Operations Analyst Program – Full-Time Analyst – March Cohort (OH, DE, TX, NY, IL, FL)

Columbus, OH, United States and 5 more

Apply Now

Job Information

Job Identification

210793035

Job Category

Analysts

Business Unit

Corporate Sector

Posting Date

10/11/2026, 11:00 PM

Locations

Columbus, OH, United States

Newark, DE, United States

New York, NY, United States

Chicago, IL, United States

Plano, TX, United States

Tampa, FL, United States

Apply Before

10/22/2026, 11:00 PM

Job Schedule

Full time

Base Pay/Salary

New York,NY $80,000.00-$80,000.00; Chicago,IL $70,000.00-$70,000.00

Job Description

Be at the heart of running the firm efficiently, effectively, and delivering value for our clients. In this two-year program, you will work in a collaborative environment that teaches you how the Operations function helps deliver core services to the firm and its clients. The goal is to assist you in building a long-term career in our Operations function and help with its continued growth. We are looking for motivated, enthusiastic individuals who want to begin and develop their career in Operations and are excited to learn and identify process opportunities (e.g., automation).

Individuals interested in front office, external customer/client interactions, or software engineering will not have their needs met within this program.

As a Full-Time Analyst in the Operations Analyst Program, you’ll begin with an induction training that will provide an overview of the firm, our lines of business, and technical skills. You will be hired directly into one of our Operations teams where you will be fully integrated within a high-performing team and make a clear impact for the organization and our clients. While owning your core responsibilities, you will be growing your bank product expertise and looking for ways to innovate within the space.

During the program, you will work in a transformative environment that develops your skills and knowledge while delivering key solutions to our clients in coordination with other teams.

You will be interacting with a diverse set of internal / external stakeholders and should be excited to solve problems. You should be a good listener and be able to ask probing questions to ensure understanding of requirements and needs of clients, while working towards delivery timelines. In addition to on-the-job experience, you will be part of a community of other analysts and will attend social events, interact with senior leaders, and learn new skills.

Once you’ve successfully completed two-year Operations Analyst Program, there will be opportunity for advancement within your team in the Operations organization based on your performance and expansion of the role.

Your responsibilities will vary based on your office location and role discipline. The responsibilities below align to each of our core role disciplines – Processing/Service, Trade/Asset, Reporting, and Transformation.

Job responsibilities

Processing/Servicing

Assist with the end-to-end management of the client lifecycle, from onboarding through account maintenance. Partner with bankers, underwriters & various other functions to support client financing needs.

Process, clear, investigate, and service transactions, tickets, and widgets responsibly.

Support document review, data reconciliation, and payment processing. Reconcile differences between systems, monitoring reports and ensuring system integrity.

Trade/Asset Support

Analyze reference data to help support trading.

Troubleshoot client inquiries related to account processing and access issues.

Ensure the accurate execution of investor tickets and trades, following through to the correct settlement systems. Effectively communicate with counterparties to match off on trades.

Reporting

Support data analytics and reporting for your team and the lines of business you support, alongside other projects such as recertifications of heightened risk sector clients and creating processes that will minimize breaches in data input from the various lines of business.

Oversee data management, governance, sourcing, control of reference data, and provide operational support.

Report risk internally and externally, including running different attributions, investigating values, and presenting information to internal clients.

Transformation

Identify process gaps to optimize processes in collaboration with Technology teams. Create Tableau dashboards to assist in reporting.

Implement AI and Machine Learning solutions into different Business Operations teams. Integrate products and information into easily accessible and digestible information for our internal clients.

Required qualifications, capabilities, and skills

Pursuing a B.A., B.S., B.B.A or 2 year M.A. or M.S., with an expected graduation date of December 2026 or prior to start date – all majors considered

Great team player able to work within deadlines in a dynamic and changing environment

Demonstrated ability to communicate effectively both written and verbally

Detailed-oriented with strong critical thinking, attention to detail and analytical skills

Ability to manage time, prioritize assignments and know when to seek help for optimal solution

Proficiency in MS Office (Excel, Word, PowerPoint, Outlook)

Demonstrated growth mindset with desire to learn financial operations

Root-cause analysis with experience researching, documenting, and independently reporting information to resolve exceptions, propose solutions, and deliver results

Maintenance of issue logs, troubleshooting of problems, and handling of complaints with appropriate and timely escalation

Experience with data analytics including working with large data sets, data analysis and visualization

Preferred qualifications, capabilities, and skills

Data automation (Tableau, Alteryx, etc.)

Pre and post-trade lifecycle and portfolio management

Loan origination, servicing, analysis, and quality control

Money market, mutual funds, equities, fixed income, alternative investments and derivatives

Experience processing multiple documents, payments and transactions for clients and various stakeholders

Experience with client relationship management

Ongoing collecting, inputting, analyzing, and monitoring of financial information

Locations you can join:

Chicago, IL

Columbus, OH

Newark/Wilmington, DE

NY Metro (Manhattan, Brooklyn, Jersey City)

Plano, TX

Tampa, FL