Bulge Bracket Investment Banks
Posted 3 months ago
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This Senior Analyst role supports Asset & Wealth Management Operations-Client Services in Albany, focusing on daily transaction review and data reconciliation. Responsibilities include reconciling transactions against bank data, preparing monthly and quarterly client-facing reports, and performing quality reviews to ensure accuracy and minimize risk. The role requires applying business judgment to identify unusual activities, escalating issues as appropriate, and driving process improvements and automation in collaboration with internal teams and external partners, while maintaining compliance with control procedures. The position requires a Bachelor's degree and 0-2 years of experience, with proficiency in Microsoft Excel and strong communication skills.
- Compensation
- $50,000 – $72,000 USD
- City
- Albany
- Country
- United States
Currency: $ (USD)
Full Job Description
Asset & Wealth Management Operations-Client Services - Albany-Senior AnalystAlbany, New York, United States
Opportunity Overview
CORPORATE TITLESenior Analyst
OFFICE LOCATION(S)Albany
JOB FUNCTIONClient Services - Operations
DIVISIONAsset & Wealth Management
SALARY RANGEUSD 50,000 - 72,000
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Perform transaction review on a daily basis
- Reconcile initiated transactions against bank data
- Prepare monthly and quarterly client-facing reports and presentations for various business units
- Perform quality reviews to ensure data accuracy and minimize risk
- Apply business judgment to identify unusual activities and escalate issues as appropriate
- Drive Organizational Change: Review existing team processes to identify inefficiencies and opportunities for automation or streamlining. Serve as a subject matter expert to external partners and efficiently communicate project updates to internal stakeholders.
- Control & Compliance: Ensure effective and consistent compliance with control procedures, risk controls, and high-quality assurance standards. Review, update, and create procedures.
BASIC QUALIFICATIONS
- Bachelors degree required.
- 0-2 years of relevant professional experience.
- Proficiency in Microsoft Office, with a strong emphasis on Excel.
PREFERRED QUALIFICATIONS
- Strong attention to detail and commitment to accuracy
- Data analytic skills and problem-solving ability
- Finance and/or accounting experience
- Payment processing experience
- Ability to remain composed under pressure and adapt in a fast-changing environment
- Clear written and verbal communication skills and a proactive, team-oriented approach
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
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