Agile Business Analyst - Brokerage
By Infotek Consulting Inc. At New York City Metropolitan Area, United States
• Assist in coordinating and supporting the team PDL in the management of various work streams
settlement processes, as well as experience with Broadridge is also a plus and Legal/QFC knowledge a plus
Infotek Consulting is looking for a seasoned Agile Business Analyst with strong Brokerage experience
SUMMARY OF DAY TO DAY RESPONSIBILITIES:
Compliance, Tax on requirements, technology builds, coordinating/optimizing testing and BAU transitions
• Facilitate detailed requirement gathering,
Manager, Policy And Brokerage Operations
By Vouch Insurance At , Chicago $115,000 - $135,000 a year
O Maintain and improve the infrastructure of our brokerage operations, specifically centered around maximizing our agency management system within Salesforce
Bachelor's Degree (in Business, Insurance & Risk Management or a related field a plus)
Actively work for workflow optimization between two existing teams in order to deliver a more unified customer experience
Proactively identify areas to improve processes and procedures focused on delivering a great customer experience and increasing operational efficiency
4-6+ years’ experience in commercial insurance (at an in-house carrier and/or brokerage)
4-6+ years’ experience managing a team directly in a service-oriented role
Brokerage Operations Identity Specialist
By Cash App At Portland, OR, United States
Experience with identity verification and customer identification programs
Functional experience with Looker / Tableau or other data analytics tools
Technical experience scaling processes or managing projects
Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations.
Excellent verbal and written communication skills
Paid Life insurance, AD&D, and disability benefits
Global Banking & Markets Operations - Salt Lake City - Vice President - Prime Brokerage Middle Office
By Goldman Sachs At , Salt Lake City, 84111
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Tap into your investigative skills to find answers to client queries and solutions for issues that arise daily
Some leadership experience preferred. Experience managing a team or overseeing a process is a plus
Strong interpersonal skills and ability to work well with a team
Ability to manage smaller projects and initiatives, influence others, and implement change in a consensus driven environment
Investigate exceptions in our internal books and records to identify resolution, and escalate issues as they arise
Integrated Launch Manager, Prime Video Global Operations
By Prime Video & Amazon Studios At Culver City, CA, United States
3+ years of project management experience in a fast-paced and agile environment
5+ years of project management experience in a fast-paced and agile environment
Strong relationship management and expectation-setting skills
Experience owning and driving large-scale cross-functional programs
Experience using data and metrics to measure impact and determine improvements
Experience working in the streaming, tech, entertainment or studios industries
2023 Brokerage Analyst Program Jobs
By Stream Realty Partners At Houston, TX, United States
Attain knowledge in understanding the full spectrum of responsibilities and day-to-day tasks involved with project leasing and tenant representation
Strong written and verbal communication skills
Provide analytical and marketing support to the transactions team
Assist with market surveys, land and amenity maps, competitive sets, lease abstracts, and prospect reports
Participate in property tours and stacking plans for properties
Coordinate tour packets and sales pitch materials
Analyst, Brokerage Treasury Operations
By Fidelity Investments At Jersey City, NJ, United States
Subject matter expert that will manage wire payment and investigation processing
Manage escalated issues in a timely manner and to resolution
Manage relationships with internal and external business partners
Strong written, verbal, and interpersonal communication skills
Develop relationships with internal and external business partners, including our Client Experience teams, Margin, Technology and Vendor Banks
The Expertise And Skills You Bring
Live Sports Operations Specialist, Prime Video Us Growth Operations
By Prime Video & Amazon Studios At Seattle, WA, United States
Superior verbal and written communications skills
2+ years of professional non-internship marketing experience
Experience with Excel or Tableau (data manipulation, macros, charts and pivot tables)
Experience using data and metrics to measure impact and determine improvements
Experience with onsite marketing, lifecycle marketing and digital advertising
Knowledge of HTML, XML, and Excel
Brokerage Operations Specialist Jobs
By Cash App At Portland, OR, United States
5+ years of experience in brokerage operations
Functional experience with Looker / Tableau or other data analytics tools
Technical experience scaling processes or managing projects
Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations.
Excellent verbal and written communication skills
Paid Life insurance, AD&D. and disability benefits
Finance Analyst - Cre Brokerage
By Career Group Search At Beverly Hills, CA, United States
Strong academic background and undergraduate degree in business, finance, economics, management or real estate. Real estate program or coursework a plus
Minimum of 2+ years of commercial real estate experience
Excellent analytical, financial modeling, research, and strong writing skills
Real estate underwriting and valuation experience
Argus experience a big plus.
Self-motivated, proactive, detail oriented, strong organizational skills, and the ability to multi-task.
Prime Client Operations - Associate Ii
By JPMorgan Chase Bank, N.A. At , New York, Ny $88,350 - $128,000 a year
Skillset to properly escalate issues to management, controls team and front office sales and trading teams.
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
Point of contact for Account Management, Operations, Prematching, Settlements, Cash Processing, on trade booking / issue resolution
3 years minimum experience at a Trade Support/Middle Office/Settlements role is required
Knowledge of financial instruments such as Equities, Convertible Bonds, Options, Treasury bonds is required
Brokerage Operations Analyst Jobs
By TIAA At , Charlotte, Nc $20.64 - $34.41 an hour
Communicates requirements to open, fund and maintain a TIAA brokerage/managed account.
Understands the regulatory requirements to open and maintain a brokerage/managed account.
Initiates money movement requests and/or processes account opening transactions.
Deposits client funds into the correct account.
Performs various account maintenance processing/updates as directed by supervisor.
Completes brokerage operation activities in a timely manner and at established productivity levels.
Freight Brokerage Operations Director
By iShared Transportation At Tampa, FL, United States
•Develop carrier sales techniques focused on carrier development, capacity management and rate negotiations.
•Experience delivering P&L responsibilities in the transportation industry.
•Experience with multiple modes of transportation
•Knowledge of leading Broker Boards
•Minimum of 5 years logistics, transportation, or related experience
•Develop Pricing Strategy and Pricing team.
Prime 54 | Bartender Jobs
By Fontainebleau Florida Hotel, LLC At , Miami Beach, 33140, Fl
Knowledge and use of flare bartending skills. Knowledge of all liquor laws and regulations concerning service of alcoholic beverages.
Strong knowledge of wines and spirits. Ability to perform basic math skills. Ability to handle money and make correct change.
High school education or equivalent.
Relevant experience in a high quality, high volume operation.
Ability to communicate effectively and establish and maintain effective working relationships with staff.
"IF YOU CREATE THE STAGE SETTING AND IT IS GRAND, EVERYONE WHO ENTERS WILL PLAY THEIR PART."
Brokerage Operations Analyst Jobs
By TIAA At , Denver, Co $20.64 - $34.41 an hour
Communicates requirements to open, fund and maintain a TIAA brokerage/managed account.
Understands the regulatory requirements to open and maintain a brokerage/managed account.
Initiates money movement requests and/or processes account opening transactions.
Deposits client funds into the correct account.
Performs various account maintenance processing/updates as directed by supervisor.
Completes brokerage operation activities in a timely manner and at established productivity levels.

Are you looking for an exciting opportunity to join a dynamic team in Prime Brokerage Operations? We are looking for a highly motivated individual to join our team as a Prime Brokerage Operations Analyst. In this role, you will be responsible for providing operational support to our clients, ensuring accuracy and timeliness of all transactions. You will also be responsible for developing and maintaining relationships with clients and other stakeholders. If you have a passion for financial services and a drive to succeed, this could be the perfect role for you!

Overview:

A Prime Brokerage Operations Analyst is responsible for providing operational support to clients of a prime brokerage firm. This includes providing assistance with trade execution, settlement, and account maintenance. The analyst is also responsible for ensuring that all transactions are compliant with applicable regulations.

Detailed Job Description:

A Prime Brokerage Operations Analyst is responsible for providing operational support to clients of a prime brokerage firm. This includes providing assistance with trade execution, settlement, and account maintenance. The analyst is also responsible for ensuring that all transactions are compliant with applicable regulations. The analyst will be responsible for monitoring client accounts, researching and resolving discrepancies, and providing customer service. The analyst will also be responsible for preparing reports and analyzing data to identify trends and potential risks.

What is Prime Brokerage Operations Analyst Job Skills Required?

• Strong knowledge of financial markets and products
• Excellent analytical and problem-solving skills
• Excellent communication and customer service skills
• Ability to work independently and as part of a team
• Ability to work in a fast-paced environment
• Proficiency in Microsoft Office Suite

What is Prime Brokerage Operations Analyst Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• At least two years of experience in a financial services role
• Knowledge of prime brokerage operations
• Knowledge of financial regulations and compliance
• Ability to work with a variety of stakeholders

What is Prime Brokerage Operations Analyst Job Knowledge?

• Knowledge of financial markets and products
• Knowledge of prime brokerage operations
• Knowledge of financial regulations and compliance
• Knowledge of financial analysis and reporting

What is Prime Brokerage Operations Analyst Job Experience?

• At least two years of experience in a financial services role
• Experience in customer service
• Experience in data analysis and reporting

What is Prime Brokerage Operations Analyst Job Responsibilities?

• Monitor client accounts and ensure compliance with regulations
• Research and resolve discrepancies in client accounts
• Provide customer service to clients
• Prepare reports and analyze data to identify trends and potential risks
• Assist with trade execution, settlement, and account maintenance
• Maintain accurate records and documentation