Analyst
The Operations Analyst role supports trade activities primarily in equities trading operations, including client onboarding, KYC, account setup, trade processing, confirmations, and settlements. The position requires strong communication and problem-solving skills to collaborate with internal teams, clients, and external counterparties to ensure accurate and timely processing of operational data. This entry-level role offers exposure to fixed income and opportunities to develop expertise in banking operations within a major financial Confidential Client environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Banking.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
The Operations Analyst will support daily trade operations and client onboarding activities for a confidential client in the Banking industry. Typical responsibilities include:
- Handle client onboarding, KYC reviews, account setup, and documentation management
- Support trade processing, confirmations, affirmations, and settlements (primarily equities; some fixed-income exposure)
- Monitor and resolve trade breaks and settlement exceptions with internal teams and external counterparties
- Communicate with clients and counterparties to clarify and resolve operational issues
- Analyze operational data to ensure accurate and timely processing and maintain process documentation
- Participate in process-improvement initiatives and maintain compliance with internal policies and regulatory requirements
Qualifications
Minimum requirements:
- Bachelor’s degree required
- Strong MS Excel skills (pivot tables, VLOOKUP/XLOOKUP, basic formulas)
- Clear verbal and written communication skills and professional presentation
- Strong attention to detail, organization, and problem-solving ability
- Comfortable working in a fast-paced, deadline-driven operations environment
Nice to Have
- Experience in Banking, Investment Banking, or Financial Services operations
- Knowledge of the trade lifecycle and securities processing (equities and fixed income)
- Prior experience with KYC/client onboarding platforms or trade affirmation systems
Compensation & Benefits
- Hourly Rate: $22–$23 per hour (range reflects base compensation and may vary based on experience and qualifications)
- Benefits (subject to eligibility): medical, dental, vision, 401(k), life insurance, long-term and short-term disability, paid holidays, paid time off, and commuter/parking benefits
Work Arrangement, Schedule & Duration
- Location: Salt Lake City, UT (on-site)
- Schedule: Monday–Friday, typical business hours
- Duration: 3-month contract with possibility of extension or conversion
- Employment type: Full-time contract (per client/role requirements)
About the Role’s Industry
This position supports a confidential client operating in the Banking sector. The role focuses on trade operations and client onboarding within capital markets operations.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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