{"schemaVersion":"jobsearcher.job.v1","id":"d6dacad792b53e41c68dd6fc","url":"https://jobsearcher.com/jobs/d6dacad792b53e41c68dd6fc","canonicalUrl":"https://jobsearcher.com/jobs/d6dacad792b53e41c68dd6fc","title":"Operations Analyst","description":"Job Title: Operations AnalystSkills: Systematic Withdrawal Plan, data amendments, Custody Operations, Securities Operations, Investment Operations, Wealth Management Operations, Capital Markets, Equities, Fixed Income, Cash Management, Reconciliation, BOXI Reporting.Experience: 2+ yearsLocation: Minneapolis, MN or Milwaukee, WI or Chicago, ILFulltime5 Days OnsiteWe at Coforge are hiring an Operations Analyst with the following skillset:The Operations analyst will work in the back office processing area supporting through the banking and advisor client groups. This role requires a self-motivated, goal oriented individual with the ability to manage multiple tasks in a time sensitive delivery schedule.Essential duties and responsibilities include the following (other duties may be assigned)Basic processing and/or service activities specific to team function on SWP like -Process static data amendments (DOB, address, fee package, statement recipients, etc.).Execute inter-account cash/stock transfers as per client instructions.Manage recurring and ad-hoc cash disbursements, including dividend and interest payout.Review and post cash receipts from clients and counterparties.Interact effectively with multiple operational processing teams.Domain/Technical Skills:Proficient in SWP navigation and client/portfolio-level data researchSkilled in generating and interpreting BOXI reports on SWP for MIS and reportingUnderstanding of Capital Markets – Knowledge of Equities, Fixed Income, Traditional Assets, Bonds, Mutual Funds.Must be knowledgeable in all areas of Microsoft Office including Word, Excel, Access and Outlook.Essential Qualification and Work Experience:Bachelor's degree in finance, Accounting,Commerce, Economics or related field.1-4 years of experience in: Custody Operations on SWP.Soft Skills:Demonstrate effective communication skillsEffectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.Ability to learn and become an expert in field.Preferred Technical Skills:Preference in: Accounting, Finance or Business related field.","company":"Coforge","rawCompany":"coforge","city":"Chicago","state":"IL","isRemote":false,"isActive":false,"createdAt":"2026-08-25T11:10:36.347Z","occupations":[{"code":"13-1199.00","title":"Business Operations Specialists, All Other","slug":"business-operations-specialists-all-other"},{"code":"13-2099.00","title":"Financial Specialists, All Other","slug":"financial-specialists-all-other"},{"code":"43-3031.00","title":"Bookkeeping, Accounting, and Auditing Clerks","slug":"bookkeeping-accounting-and-auditing-clerks"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Operations Analyst","description":"Job Title: Operations AnalystSkills: Systematic Withdrawal Plan, data amendments, Custody Operations, Securities Operations, Investment Operations, Wealth Management Operations, Capital Markets, Equities, Fixed Income, Cash Management, Reconciliation, BOXI Reporting.Experience: 2+ yearsLocation: Minneapolis, MN or Milwaukee, WI or Chicago, ILFulltime5 Days OnsiteWe at Coforge are hiring an Operations Analyst with the following skillset:The Operations analyst will work in the back office processing area supporting through the banking and advisor client groups. This role requires a self-motivated, goal oriented individual with the ability to manage multiple tasks in a time sensitive delivery schedule.Essential duties and responsibilities include the following (other duties may be assigned)Basic processing and/or service activities specific to team function on SWP like -Process static data amendments (DOB, address, fee package, statement recipients, etc.).Execute inter-account cash/stock transfers as per client instructions.Manage recurring and ad-hoc cash disbursements, including dividend and interest payout.Review and post cash receipts from clients and counterparties.Interact effectively with multiple operational processing teams.Domain/Technical Skills:Proficient in SWP navigation and client/portfolio-level data researchSkilled in generating and interpreting BOXI reports on SWP for MIS and reportingUnderstanding of Capital Markets – Knowledge of Equities, Fixed Income, Traditional Assets, Bonds, Mutual Funds.Must be knowledgeable in all areas of Microsoft Office including Word, Excel, Access and Outlook.Essential Qualification and Work Experience:Bachelor's degree in finance, Accounting,Commerce, Economics or related field.1-4 years of experience in: Custody Operations on SWP.Soft Skills:Demonstrate effective communication skillsEffectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.Ability to learn and become an expert in field.Preferred Technical Skills:Preference in: Accounting, Finance or Business related field.","datePosted":"2026-08-25T11:10:36.347Z","dateModified":"2026-08-25T11:10:36.347Z","hiringOrganization":{"@type":"Organization","name":"Coforge","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Chicago","addressRegion":"IL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"d6dacad792b53e41c68dd6fc"},"url":"https://jobsearcher.com/jobs/d6dacad792b53e41c68dd6fc"}}