Financial Services Consultant engaging with members to improve their financial lives through banking services. Building relationships and providing exceptional member service at A+ Federal Credit Union in Austin, TX.
About the role
- Analyst supporting Trade Operations initiatives, including client onboarding and regulatory compliance, at SLC Management. Collaborating with internal partners for operational readiness within investment teams.
Responsibilities
- Assist in providing operational support for new business products, processes, and implementations
- Analyze, interpret, and organize data to support operational readiness for various strategic initiatives
- Collaborate with Trade Operations to understand processes and challenges across different functional areas
- Liaise with business partners to comprehend the needs of various departments, including Client Reporting, Billing, Valuation, Performance Reporting, Finance, Asset Management, Compliance, and Legal
- Identify opportunities for innovative solutions to streamline operations and improve team efficiency
- Support the maintenance of operations process documentation and stakeholder communications
Requirements
- Strong analytical and problem-solving skills
- Excellent ability to flowchart and document procedures, identifying and mitigating control gaps
- Proficiency in reporting systems and tools, including Microsoft Office suite, and familiarity with report writing applications like BOXI
- Advanced Excel skills, including formulas, VLOOKUP, pivot tables, Power Query, and VBA
- Ability to work independently and escalate matters when appropriate
- Strong multitasking skills and adaptability in a fast-paced, changing environment
- Bachelor's degree in Finance, Business Administration, or a related field
- 2-4 years of experience in financial services or investment operations (preferred)
- Experience using Enterprise!, Aladdin, and/or PAM systems (not required but a plus)
Benefits
- Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time
- Market-leading maternity, parental and adoption leave top up program
- A partially-paid sabbatical program
- Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
- Flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development
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