$70K - 100K a year
Analyze operations to identify inefficiencies and risks, collaborate across departments to improve workflows and ensure regulatory compliance, and coordinate projects to meet strategic goals.
Bachelor's degree with 2+ years in operational analysis or strategy roles in financial services or related fields, strong communication, strategic thinking, risk management, and project coordination skills.
Employment Type: Full Time Start Date: Summer Department: Product Management Overview: This role blends financial industry operations expertise with advanced technical skills—ideal for someone who enjoys using tools like SQL, and Excel to dig deep into data, conduct research, and develop internal solutions that drive operational excellence. We’re looking for someone who thrives on collaborating with peers, building out tools, and designing processes other departments can leverage.The ideal candidate is part operator, part technical builder: they understand workflows and industry regulations, but are equally comfortable rolling up their sleeves to analyze databases, prototype solutions, and automate processes. Your role: ● Analyze current operations to identify inefficiencies, assess risk factors, and develop actionable strategies for process improvement. ● Collaborate with subject matter experts across the organization to design and implement strategies that enhance workflows, increase productivity, and ensure compliance with regulatory requirements. ● Coordinate cross-departmental projects to ensure milestones and goals are achieved within established timelines and in adherence to regulations. ● Develop high-level operational improvement plans, integrating risk management and compliance measures, and support departments in refining processes to align with these changes. ● Emphasize strategic planning, metrics generation, operational analysis, and risk management to promote efficiency, scalability, and regulatory adherence. Education and/or Experience: ● Bachelor’s degree in Business, Finance, Accounting, Economics or related field. ● 2+ years of experience in operational analysis, strategy development, or similar roles in financial services, fintech, or broker-dealer firms. ● Experience in identifying risks, recommending mitigation measures, and driving process improvements. Required Skills/Abilities: ● Ability to communicate and assist in coordinating the implementation of strategic initiatives while addressing risk factors and regulatory requirements. ● Strong attention to detail with the ability to manage multiple priorities in a dynamic environment. ● Strong skills in strategy development, strategic analysis, and solution-oriented decision-making. ● Foundational understanding of risk mitigation and compliance principles. ● Basic proficiency in project coordination, with the ability to prioritize and facilitate multi-departmental efforts to achieve operational goals. Compensation: The compensation for this role is market competitive. About us: We are an HR consultancy firm, and we help candidates match with the potential roles by using an Artificial Intelligence System which is free of cost. Our approach to matchmaking utilizes several different formats throughout the course of the recruiting process. In addition to speaking with our recruiters and client-serving professionals, we also leverage the use of the Artificial Intelligence System to help you understand your strengths and strategize your career ahead. We can let you know better once you submit your resume.
This job posting was last updated on 9/15/2025