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business analyst ii

operations analyst

PKF O'Connor Davies TalentConnect

<div>
 Our client, an alternative asset management firm in NYC, with a primary focus on investing in businesses that operate in the real assets sector with a primary focus on commodities and material-driven businesses is seeking a operations analyst to join their team.
 <br/>
 <br/>
 The ideal candidate will be highly motivated and have demonstrated excellence in prior endeavors. The successful candidate will be involved in supporting the daily operations and broader middle-and back-office functions of the firm, working alongside the Director of Finance and the investment team. This role will support key functions including trading operations, accounting, tax and compliance.
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 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Trade and Operations
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Monitor and support the trade lifecycle across asset classes including equities, fixed
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   <br/>
  </li>
 </ul>
 income, derivatives and foreign currencies.
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 <ul>
  <li>
   Perform daily position, cash, and P&amp;L reconciliations with fund administrators, custodians, and prime brokers
  </li>
  <li>
   Investigate and resolve trade breaks, settlement discrepancies, and cash variances in a timely manner.
  </li>
  <li>
   Monitor margin and collateral requirements, ensuring sufficient funding and compliance with prime broker and counterparty thresholds.
  </li>
  <li>
   Assist with month-end NAV review packages and liaise with administrators on valuation and pricing issues.
  </li>
  <li>
   Maintain accurate internal trade, pricing, and valuation records across systems.
  </li>
  <li>
   Support operational initiatives, data integrity projects, and workflow improvements
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Accounting &amp; Tax
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Assist in the preparation and review of financial statements in coordination with the fund administrator.
  </li>
  <li>
   Support the annual audit and tax return processes by coordinating by liaising with external auditors and tax advisors.
  </li>
  <li>
   Track and reconcile capital activity, investor statements, and fund expenses.
  </li>
  <li>
   Maintain accurate accounting and tax records, ensuring consistency with fund documentation and service provider records.
   <br/>
   <br/>
  </li>
 </ul>
 Compliance &amp; Regulatory Reporting
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 <br/>
 <ul>
  <li>
   Support data gathering and filings for regulatory reports such as Form PF, Form ADV, FATCA, and CRS.
  </li>
  <li>
   Review and monitor trade allocations to ensure adherence to compliance procedures.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications And Experience
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Finance, Accounting, or a related field with a strong academic record.
  </li>
  <li>
   1-2 years of experience in fund administration
  </li>
  <li>
   Strong analytical, quantitative, and problem-solving skills with attention to detail.
  </li>
  <li>
   Ability to take initiative, own processes, and follow through to resolution.
  </li>
  <li>
   Excellent multi-tasking skills and organizational skills in a fast-paced, team-oriented environment.
  </li>
  <li>
   Outstanding communication skills, with the ability to present complex information clearly and concisely to both internal and external stakeholders.
  </li>
  <li>
   Proficiency in Microsoft 365 products, particularly Excel.
   <br/>
   <br/>
  </li>
 </ul>
 The compensation for this position ranges from $60,000.00 - $85,000.00. Actual compensation will be dependent upon the specific role, office location as well as the individual&rsquo;s qualifications, experience, skills and certifications.
 <br/>
 <br/>
 To all staffing agencies: PKF O&rsquo;Connor Davies TalentConnect (&ldquo;PKFOD TalentConnect&rdquo;) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD TalentConnect recruiters, partners and/or employees at any of our locations regarding this position. Please be reminded, PKFOD TalentConnect is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD TalentConnect.
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</div>


Operations Analyst

Future Sign  CO.,LTD

<div>
 <strong>
  Job Overview
  <br/>
  <br/>
 </strong>
 We&rsquo;re seeking a Revenue Operations Analyst to support revenue reporting, forecasting, and process optimization. You&rsquo;ll analyze sales data, track revenue performance, and optimize workflows across finance, operations, and sales teams.
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 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 Analyze revenue trends, customer metrics, and sales performance.
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 Build dashboards and automate revenue reporting.
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 Partner with teams to improve revenue processes and reduce bottlenecks.
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 Support forecasting and scenario modeling.
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 Maintain accurate revenue data across systems and reports.
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 Present insights and recommendations to leadership.
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 <strong>
  Requirements
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  <br/>
 </strong>
 Strong Excel and BI tool experience (Power BI, Tableau, Looker).
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 Analytical mindset with attention to detail.
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 Understanding of revenue metrics and financial reporting.
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 <br/>
 Excellent communication skills.
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 Experience with CRM or revenue platforms is a plus.
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 <strong>
  Compensation
  <br/>
  <br/>
 </strong>
 Competitive salary with performance incentives.
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 <br/>
 Benefits may include PTO, insurance, and remote options.
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 <br/>
 Growth path into Senior Revenue Analyst or Revenue Operations Manager.
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 <br/>
 Credit Score Requirement
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 <br/>
 Due to the financial nature of revenue reporting, a credit check and background verification is required.
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 <br/>
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>


Revenue Operations Analyst

<div>
 <strong>
  Job Overview
  <br/>
  <br/>
 </strong>
 We&rsquo;re hiring an Entry-Level Business Operations Analyst to support day-to-day operational performance tracking, KPI reporting, and process improvements. You&rsquo;ll work across departments to help streamline workflows and identify data-backed solutions.
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 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 Collect and organize operational performance data.
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 Build dashboards and reports to monitor KPIs.
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 Analyze workflows and identify areas for improvement.
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 Support project teams with data insights and documentation.
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 Maintain operational databases and ensure data accuracy.
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 <br/>
 Assist in preparing presentations and performance summaries.
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 <br/>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 Strong Excel/Sheets skills; BI tools are a plus.
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 Analytical, detail-oriented, and fast learner.
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 Strong communication and problem-solving skills.
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 Degree in Business, Economics, Analytics, or similar.
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 <strong>
  Compensation
  <br/>
  <br/>
 </strong>
 Entry-level salary + performance incentives.
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 <br/>
 Career growth into Operations Manager, Analyst, or Strategy roles.
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 <br/>
 Benefits depend on employer.
 <br/>
 <br/>
 Credit Score Requirement
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 <br/>
 As this role interacts with operational and financial data, a credit score check and background verification is required.
 <br/>
 <br/>
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>


Business Operations Analyst (Entry Level)

SoFi

<div>
 <strong>
  Employee Applicant Privacy Notice
  <br/>
  <br/>
 </strong>
 <strong>
  Who we are:
  <br/>
  <br/>
 </strong>
 Shape a brighter financial future with us.
 <br/>
 <br/>
 Together with our members, we&rsquo;re changing the way people think about and interact with personal finance.
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 <br/>
 We&rsquo;re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we&rsquo;re at the forefront. We&rsquo;re proud to come to work every day knowing that what we do has a direct impact on people&rsquo;s lives, with our core values guiding us every step of the way.
 <strong>
  Join us to invest in yourself, your career, and the financial world.
  <br/>
  <br/>
 </strong>
 <strong>
  The role:
  <br/>
  <br/>
 </strong>
 The Sales and Support Operations Analyst will be responsible for maintaining the Standard Operating Procedures (SOPs) performed by the In-School Campus Relationship Team (CRT), reporting for the In-School Campus Relationship Team, trend and root cause analysis, supporting the In-School Sales Team through the drafting of Request for Proposals (RFPs), maintaining the RFP library, updating third-party marketing sites and performing competitive research as well as executing the controls tied to the SOPs. As an extension of the sales team, you&rsquo;ll be providing direct support to our schools through your work with both the Sales and Campus Relationship Teams.
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 <strong>
  What you&rsquo;ll do:
  <br/>
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Maintain and update Campus Relationship Team SOPs as required to align with changes in processes
  </li>
  <li>
   Perform daily reporting to inform and share insights with management team regarding the performance of the program utilizing Tableau, Salesforce, and Genesys
  </li>
  <li>
   Share insights with In-School Loan management regarding the root causes of school inquiries, concerns and complaints, trend identification, advocating on our schools&rsquo; behalf to improve our products, operations and policies
  </li>
  <li>
   Execute controls on a scheduled basis ensuring evidence is maintained and trackable
  </li>
  <li>
   Laser-focus on detail, ensuring the correct information is always provided to schools, the team, and in RFPs
  </li>
  <li>
   Deliver timely, accurate and actionable information to SoFi Teams as appropriate
  </li>
  <li>
   Improve upon and refine sales and customer service knowledge and techniques through ongoing training
  </li>
  <li>
   Maintain RFP library in Google Sheets or other tool(s) as necessary
  </li>
  <li>
   Attend weekly sales meetings to ensure alignment with product changes for both CRT and RFPs
  </li>
  <li>
   Participate in recording of team meeting minutes and follow up from weekly sales meetings
  </li>
  <li>
   Draft RFPs for Sales Team and manage workflow and reporting for RFPs in flight
  </li>
  <li>
   Maintain changes to third-party marketing sites including pricing and program differentiation
  </li>
  <li>
   Perform competitive research and analysis and share results with management
  </li>
  <li>
   Maintain slide library for frequently used slides
  </li>
  <li>
   Support Sales Support/Administration team members as required
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What you&rsquo;ll need:
  <br/>
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Minimum of 3+ years of experience within the consumer lending or higher education finance industry
  </li>
  <li>
   Knowledge of the financial aid process, FAFSA and other key terminology required to service school customers
  </li>
  <li>
   Demonstrated aptitude for understanding, building, and maintaining process and executing on controls
  </li>
  <li>
   Strong verbal and written communication skills
  </li>
  <li>
   Ability to build positive working relationships with SoFi team members
  </li>
  <li>
   Ability to exhibit grace under pressure, while successfully navigating complex work assignments/situations efficiently and effectively
  </li>
  <li>
   Resourceful by nature, able to exhibit strong critical thinking skills and the ability to apply them
  </li>
  <li>
   Ability to meet critical deadlines in a dynamic, rapidly changing environment
  </li>
  <li>
   Self-motivated, resourceful, productive on teams as well as independent work
  </li>
  <li>
   Able to move between projects / duties quickly and efficiently with excellent organizational and time management skills
  </li>
  <li>
   Bachelors degree required
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Nice to have:
  <br/>
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Advanced computer skills with solid proficiency in Google Office Suite
  </li>
  <li>
   Working knowledge with Tableau, Salesforce, and Genesys
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Compensation And Benefits
  <br/>
  <br/>
 </strong>
 The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate&rsquo;s experience, skills, and location.
 <br/>
 <br/>
 To view all of our comprehensive and competitive benefits, visit our
 <strong>
  Benefits at SoFi
 </strong>
 page!
 <br/>
 <br/>
 SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
 <br/>
 <br/>
 The Company hires the best qualified candidate for the job, without regard to protected characteristics.
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 <br/>
 Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
 <br/>
 <br/>
 New York applicants: Notice of Employee Rights
 <br/>
 <br/>
 SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
 <br/>
 <br/>
 Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
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 <br/>
 <strong>
  Internal Employees
  <br/>
  <br/>
 </strong>
 If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
</div>


Sales and Support Operations Analyst

Invesco

<div><div>About Invesco</div><div></div><div>
As one of the world&rsquo;s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.</div><div></div><div><div><div>
What&rsquo;s in it for you?</div></div><div></div><div><div>
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:</div></div><div><ul><li><div>
Flexible paid time off</div></li><li><div>
Hybrid work schedule</div></li><li><div>
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution</div></li><li><div>
Health &amp; wellbeing benefits</div></li><li><div>
Parental Leave benefits</div></li><li><div>
Employee stock purchase plan</div></li></ul></div></div><div></div><div><div><div>
Job Description</div></div></div><div></div><div>
Key Responsibilities</div><div>
Client Reporting</div><ul><li><div>
Own the quarterly reporting process, including creating graphs, tables, and maintaining databases.</div></li><li><div>
Prepare client materials for update calls, meetings, and annual reviews.</div></li><li><div>
Assist in responding to client data requests, including unfunded commitment and loan summary reports.</div></li><li><div>
Support the creation of fund extension materials and related analytics.</div></li><li><div>
Review and refine client materials.</div></li><li><div>
Coordinate with Investment Management teams to ensure data accuracy and timely reporting.</div></li><li><div>
Support the preparation of presentation materials for client meetings, client update calls, and internal fund reviews.</div></li><li><div>
Collaborate with team members to refine messaging and ensure consistency across client communications.</div></li></ul><div>
Fund Operations</div><ul><li><div>
Assist in capital calls and distribution processes.</div></li><li><div>
Review and validate waterfall calculations and advisory fee calculations.</div></li><li><div>
Help track asset performance and capital deployment metrics.</div></li></ul><div>
Process Optimization &amp; Presentation Support</div><ul><li><div>
Enhance internal efficiency by automating reports and standardizing templates.</div></li><li><div>
Create high-quality PowerPoint presentations with strong formatting.</div></li><li><div>
Maintain and update reporting databases and fund models on a monthly basis.</div></li><li><div>
Ensure presentation materials are tailored to audience needs, including institutional investors as well as internal stakeholders / committees.</div></li><li><div>
Assist in developing templates and visual standards for recurring client and fund reporting decks.</div></li></ul><div></div><div><br>
Qualifications</div><ul><li><div>
Bachelor&rsquo;s degree in Finance, Real Estate, Business Administration, or related field.</div></li><li><div>
One+ year(s) of experience in real estate investment, fund operations, or investor relations preferred but not required.</div></li><li><div>
Exceptional organizational skills with strong attention to detail.</div></li><li><div>
Excellent written and verbal communication skills.</div></li><li><div>
Proactive and act with sense of urgency with internal and client requests.</div></li><li><div>
Demonstrated resourcefulness with strong problem-solving skills.</div></li><li><div>
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.</div></li><li><div>
Advanced proficiency in Microsoft Excel and PowerPoint.</div></li><li><div>
Familiarity with Yardi is a plus.</div></li></ul><div>
The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position in New York is $105,000 to $123,000 annually.</div><div></div><div>
Full Time / Part Time</div><div></div>
Full time<div></div><div>
Worker Type</div><div></div>
Employee<div></div><div>
Job Exempt (Yes / No)</div><div></div>
Yes<div></div><div>
Workplace Model</div><div></div><div>
Pursuant to Invesco&rsquo;s Workplace Policy, employees are expected to comply with the firm&rsquo;s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other&rsquo;s growth and development.</div><div></div><div>
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.</div><div></div><div>
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.</div></div>

Investor Reporting & Fund Operations Analyst / Associate

Mondrian Alpha

<div>
 <p>
  An expanding quant/systematic prop-trading firm are looking to make a newly created hire for its New York HQ office.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The hire will join a new &lsquo;investment pod&rsquo;, working with a high calibre investment team, as an operations analyst with ownership for a specific group of tasks focused on this particular investment strategy. The hire will also own specific projects for the desk &ndash; they are typically focused on process automation / improvements for the line tasks that you run. Those projects, alongside BAU work having a core focus on analysing large volumes of complex data, allows the hire to learn SQL, Python and VBA to a strong standard in this role.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The hire can progress into either a supervisory/managerial role or a trading assistant position most likely, however moves into risk or trading operations engineer (quant) roles are possible, as are transfers to one of the firm&rsquo;s emerging / expanding offices overseas.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The firm have rock bottom attrition since they formed &ndash; employees work in a fantastic office environment / culture, they receive fully subsidised breakfast / lunch / snacks daily, receive a fantastic benefit package + the firm have flexibility around an employee&rsquo;s preference to work from home (albeit ideally the hire will work from the office at least 3 days per week).
 </p>
 <p>
  <br/>
 </p>
 <p>
  Candidates should have 1-3yrs relevant operations/middle office/trade support experience, a relevant degree with high GPA / generally very strong academics + some form of advanced tech skills.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The role pays a base salary towards the top end of the market for a role at this experience level + a bonus potential that will allow a strong performer to earn a $200k+ year one TC (the variable either side of this pending performance of both the investment pod and the individual).
 </p>
</div>


Operations / Middle Office Analyst (Trading Desk) - Leading Prop Trading firm – $200k+ TC– WFH flexibility

SS&C

<div><div>As a leading financial services and healthcare technology company based on revenue, SS&amp;C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&amp;C for expertise, scale, and technology.</div><div></div><div>
Job Description</div><div></div><div>
Treasury &amp; Portfolio Finance Analyst<br>
Location: Palm Beach Gardens, FL or New York, NY</div><div></div><div>
SS&amp;C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated and experienced Treasury &amp; Portfolio Finance Analyst to join our Portfolio Finance team. This individual will play a critical role in managing daily treasury operations, engaging with counterparties, and supporting the firm&rsquo;s funding and securities lending activities across our managed account portfolios.</div><div></div><div>
Why You Will Love It Here!</div><ul><li>
Your Future: 401k Matching Program, Professional Development Reimbursement</li><li>
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays</li><li>
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave</li><li>
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees</li><li>
Training: Hands-On, Team-Customized, including SS&amp;C University</li><li>
Extra Perks: Discounts on fitness clubs, travel and more!</li></ul><div></div><div>
What you Will Get to Do:</div><ul><li>
Oversee daily treasury functions, including margin, financing, and cash management across managed accounts.</li><li>
Serve as the primary point of contact with Prime Brokers, FCMs, and counterparties for margin and funding discussions.</li><li>
Coordinate with internal Lighthouse teams on fund set-up and capital deployment requirements.</li><li>
Lead the development and implementation of an internal securities lending infrastructure for PMs.</li></ul><div></div><div>
What You Will Bring:</div><ul><li>
5&ndash;8 years of experience in a Prime Brokerage, Clearing firm, or hedge fund environment.</li><li>
Strong background in margin, financing, securities lending, and client service.</li><li>
Experience supporting hedge fund launches and fund onboarding.</li><li>
Solid understanding of margin and funding mechanics across asset classes.</li><li>
Demonstrated collaborative approach and ability to work effectively across teams</li></ul><div></div><div>
Thank you for your interest in SS&amp;C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ <div>www.ssctech.com/careers</div></div><div></div><div>
#LI-HW1 #LI-HYBRID</div><div></div><div>
Unless explicitly requested or approached by SS&amp;C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.</div>
SS&amp;C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.<div>
SS&amp;C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.</div><div></div>
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.<div></div>
NY: Salary range for the position: 60000 USD to 130000 USD.</div><div></div>

Treasury & Portfolio Finance Analyst (LH BPO)

Explore 361+ Operations analyst in New York United States this December. Find roles across top companies and apply now to boost your career.