Demo

Operations Analyst

Linedata
Charlotte, NC Full Time
POSTED ON 7/28/2026
AVAILABLE BEFORE 8/26/2026
Linedata is seeking an Operations & Technology Analyst to join our Global Services team. This role sits at the intersection of operations, technology, and client services, supporting critical business processes for leading financial institutions.

The successful candidate will work closely with operations, client services, and technology teams to support workflow automation, operational reporting, data management, compliance processes, and business process improvement initiatives. This is an excellent opportunity for someone who enjoys solving operational challenges through technology and wants exposure to financial services, fintech platforms, and global client operations.

You will play a key role in supporting Linedata's proprietary operational platforms, including OPTIMA and ORCHESTRATOR, which are used to manage workflows, automate business processes, maintain operational controls, and support client service delivery.

This role is ideal for an analytical and technically curious professional who enjoys working with systems, data, automation, and cross-functional teams in a fast-paced environment.

Responsibilities

  • Support client-facing operational and administrative processes across multiple business functions
  • Partner with Operations and Technology teams to support and enhance workflows within Linedata's operational platforms, including OPTIMA and ORCHESTRATOR
  • Assist with workflow automation, process improvement, and operational efficiency initiatives
  • Monitor, validate, and maintain operational data, reports, dashboards, and tracking tools
  • Participate in weekly status meetings with clients and internal stakeholders
  • Support audit readiness and regulatory documentation activities, including KYC, AML, third-party risk management, and operational controls
  • Track and maintain user access, system permissions, training requirements, and compliance documentation
  • Assist with operational reporting, data analysis, issue resolution, and process monitoring
  • Identify opportunities to streamline manual processes through automation, technology, and improved workflows
  • Collaborate with global teams to support client deliverables and continuous improvement initiatives

Required Qualifications

  • Bachelor's degree in Business, Finance, Information Systems, Data Analytics, Computer Science, or a related field
  • 2 years of experience in operations, business analysis, financial services, client services, or a related environment
  • Strong analytical, organizational, and problem-solving skills
  • Advanced Microsoft Excel skills, including data analysis, reporting, pivot tables, and lookups
  • Experience working with business systems, operational platforms, workflow tools, or reporting applications
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Strong communication and stakeholder management skills

Preferred Qualifications

  • Experience supporting workflow management systems, operational technology platforms, or enterprise applications
  • Exposure to SQL, Power BI, Tableau, Python, VBA, or other reporting and analytics tools
  • Experience with process automation, workflow orchestration, business process improvement, or operational controls
  • Familiarity with compliance, audit, KYC/AML, or financial services operations
  • Interest in AI-enabled workflows, automation technologies, and operational analytics
  • Experience supporting SaaS, fintech, asset management, or financial services environments

WHY JOIN LINEDATA

  • Work directly with operations, technology, and client service leaders
  • Gain hands-on experience with workflow automation, operational technology, and data-driven decision making
  • Collaborate with global teams supporting leading financial institutions
  • Build expertise in fintech operations, business systems, and process optimization
  • Join a collaborative and entrepreneurial environment with significant growth opportunities

Agency Notice

Linedata does not accept unsolicited resumes from recruitment agencies. Please do not forward candidate profiles or resumes without a signed agreement in place. Any unsolicited submissions will be considered the property of Linedata.

Commitment To Diversity

We recognize, celebrate, and seek to increase diversity across our organization. Diversity is an asset to organizations and linked to better performance. It is an integral part of how we do business and imperative to our success. As an international Group, we also believe that our people need to reflect our clients and local communities.

Linedata is an Equal Opportunity Employer. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation based on an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, age, sexual orientation, veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws.

Salary.com Estimation for Operations Analyst in Charlotte, NC
$59,701 to $76,327
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Operations Analyst?

Sign up to receive alerts about other jobs on the Operations Analyst career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$58,300 - $76,350
Income Estimation: 
$67,992 - $90,723
Income Estimation: 
$153,719 - $192,342
Income Estimation: 
$115,132 - $145,590

Sign up to receive alerts about other jobs with skills like those required for the Operations Analyst.

Click the checkbox next to the jobs that you are interested in.

  • Advanced Analytics Skill

    • Income Estimation: $75,434 - $104,076
    • Income Estimation: $86,813 - $111,311
  • Business Analytics Skill

    • Income Estimation: $70,025 - $93,568
    • Income Estimation: $70,781 - $90,589
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Linedata

  • Linedata Boston, MA
  • Job Summary Linedata is hiring a Senior Sales Executive to drive growth across our Back Office Investment Management solutions in North America. This is a ... more
  • 15 Days Ago

  • Linedata Boston, MA
  • Employment Details Employment type: Part-time temporary employee Assignment: Maternity-leave coverage Anticipated duration: August 2026 through February 20... more
  • 15 Days Ago

  • Linedata Boston, MA
  • We are seeking an experienced Benefits & Payroll specialist to provide maternity leave coverage for our North America HR team. This role will be responsibl... more
  • 15 Days Ago


Not the job you're looking for? Here are some other Operations Analyst jobs in the Charlotte, NC area that may be a better fit.

  • Customer Operations Charlotte, NC
  • This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Curious how your analyt... more
  • 17 Days Ago

  • Customer Operations Charlotte, NC
  • This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Looking to leverage ana... more
  • 1 Month Ago

AI Assistant is available now!

Feel free to start your new journey!