Operations Analyst

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.