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Prime Brokerage Operations Analyst Jobs in Iowa

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

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