116 Operations Analyst Jobs in New York, NY
City National Bank is Hiring an Operations Analyst Near New York, NY
WHAT IS THE OPPORTUNITY?
What you will do
- Review received asset movement requests. Contact the Portfolio Manager Team to raise cash or obtain further information/documentation. Process the requests on Pershing’s system, and follow up to ensure they are processed in a timely manner.
- Follow up on any pending requests that are awaiting further information or documentation.
- Review requests from the prior day in our bookkeeping system and upload them to our client account database.
- Review all outgoing transfers, freeze the accounts to ensure no further trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the transfer process to ensure that all accounts are moved in a timely manner, and archive the accounts from our client account database once they have fully transferred out.
- Manage mandatory and voluntary corporate actions by updating our trading system with corporate action details to avoid trading on a called or tendered bond. Coordinate with the research teams to determine how to instruct on voluntary offers.
- Bachelor's Degree or equivalent
- 3 to 5 years of experience in a broker dealer or investment industry
- Minimum 3 years of experience in a financial related industry
- Minimum 4 years of experience in using Microsoft Office applications
- FINRA Series 7: General Securities Rep
- Excellent verbal and written communications skills
- Bachelor’s Degree preferred
- To be considered for this position you must meet at least these basic qualifications
Benefits and Perks
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'
ABOUT CITY NATIONAL
Job Summary
Full Time
Banking
$75k-99k (estimate)
04/12/2023
05/12/2024
cnb.com
LOS ANGELES, CA
3,000 - 7,500
1968
KELLY COFFEY
$1B - $3B
Banking
Related Companies
About City National Bank
With $70.3 billion in assets, City National Bank provides banking, investment and trust services through locations in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, Washington, D.C. and Miami*. In addition, the company and its investment affiliates manage or administer $81.3 billion in client investment assets. City National is a subsidiary of Royal Bank of Canada (RBC), one of North Americas leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector and institutional clients thro...ugh offices in Canada, the United States and 34 other countries. For more information about City National, visit the companys website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank. Copyright 2021 City National Bank, CNB Member FDIC | All Rights Reserved Equal Housing Lender | NMLSR ID# 536994
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The job skills required for Operations Analyst include Integrity, Microsoft Office, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be an Operations Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operations Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Operations Analyst positions, which can be used as a reference in future career path planning. As an Operations Analyst, it can be promoted into senior positions as a HR Operations Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Operations Analyst. You can explore the career advancement for an Operations Analyst below and select your interested title to get hiring information.
If you are interested in becoming an Operations Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Operations Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Operations Analyst job description and responsibilities
During this research phase, operations analysts often forecast the results of multiple solutions before determining the most effective option.
02/16/2022: Rochester, MN
Operations analysts also focus on the granular daily operations of how a business runs.
01/22/2022: Rapid City, SD
Operations analyst perform the following regular functions of their job which is managing sales data and analytics
01/29/2022: Casper, WY
Sales operations analysts carry out quantitative analysis and explanation of relevant data and ongoing analysis of alternatives and solutions.
04/17/2022: Detroit, MI
The operations analyst’s job entails scheduling and managing this process.
03/06/2022: Greensboro, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Operations Analyst jobs
A career as an operations analyst requires dedication to continuing education.
02/24/2022: Vincennes, IN
An outstanding operations analyst should be able to advise staff on all levels and develop new processes and workflows to enhance operations.
02/15/2022: Columbus, MS
The business operations analyst will often be required to possess and make use of the following skills, knowledge and abilities as a driving force to enhance productivity.
04/04/2022: Florence, AL
Get familiar with the fundamentals.
01/30/2022: Asheville, NC
Pursue a professional certification.
03/31/2022: Salem, OR
Step 3: View the best colleges and universities for Operations Analyst.
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