Operations Analyst Salary at Round Table Wealth BETA

Top-Tier Broker Dealer in Manhattan is seeking an Operations Analyst for a permanent position! Responsibilities: Service business, providing the highest quality support relating to trading and brokerage. Statement Reconciliation Reviewing daily reconciliation files for firm’s internal accounting system and communicating with back office for processing Researching account breaks and working with back office to reconcile account discrepancies in a timely manner Onboard new products Qualifications: Bachelor’s Degree 1-3 years of relevant experience Excellent computer skills (including Microsoft Office); proficiency with excel spreadsheets (e.g., working with large data files, pivot tables and preparing summary schedules for presentations).

The Team & Role As an Analyst on the Strategy & Operations Team, you will play a pivotal role in uncovering data-driven insights that inform strategic initiatives and drive operational excellence. Think of the Strategy & Operations team as internal consultants, partnering with teams across the company to tackle complex challenges and unlock new opportunities. This position is ideal for a detail-oriented professional who is comfortable questioning the status quo and passionate about leveraging data to solve ambiguous complex business problems. The Strategy & Operations team at SevenRooms is the driving force behind the company's long-term growth and operational excellence. We work cross-functionally to develop and execute key initiatives that align with SevenRooms' strategic goals, ensuring scalability, efficiency, and optimal performance across the organization. Our team is focused on leveraging data-driven insights, improving processes, and guiding business decisions that enhance cust

Overview: The Sales Operations Analyst role manages the order-to-cash cycle, including order management, fulfillment, and issue resolution. Additionally, the position handles stock returns, audit reporting, and supports finance with documentation. Continuous improvement suggestions and additional duties as assigned are also part of the role. Responsibilities: At Panasonic Connect, we connect the power of people and technology to change work, advance society and help connect to tomorrow. Empathy, results, relentlessness and teamwork are the foundations of the Panasonic Connect Culture. Our mission is to elevate the employee experience by empowering individuals to use their voice and have a positive impact on our business. As part of our team, you will push boundaries, take action, and face challenges alongside our customers to innovate experiences that define the changing world of work. Watch this video to see how we connect talent to opportunity, work to tomorrow and solutions to purpo

Portfolio Operations Analyst Lucid Management and Capital Partners LP Location: New York City Type: Full-Time At Lucid Management and Capital Partners, we are a growing and innovative investment management platform overseeing more than $4 billion in assets. We’re passionate about achieving exceptional outcomes for our clients and fostering a culture of excellence, innovation, and optimism. We’re looking for a driven, detail-oriented individual to join us as a Portfolio Operations Analyst, an early-career position designed to help you grow into an indispensable part of our team. About Lucid Management and Capital Partners Lucid is built on a foundation of transparency, integrity, and collaboration. We thrive in a fast-paced, entrepreneurial environment that values curiosity, adaptability, and ownership. We believe in empowering our team members to achieve their highest potential while supporting our clients with unmatched diligence and expertise. Role Overview As a Portfolio Operations

Work for one of the largest financial institutions in the world. Great opportunity to build a career within a great organization and network with like-minded professionals. Adecco is currently assisting one of its clients in their search for an Operations Analyst in Pennington, NJ! Pay rate: $25.25/hr Shift availability: Mon – Fri, 8a-5p (hybrid) OT may be required For instant consideration for this role, click on Apply Now and upload your resume. Resolves inquiries via email from Branch Offices regarding required documentation in the Investment Advisory Program Maintain an awareness of Investment Advisory Program changes, enhancements, and requirements regarding documentation Provide real time feedback from branch offices leading to strategic innovation Our ideal candidate must have/must be able to: Processes routine/standard transactions according to established procedures and prescribed processes Daily responsibilities will cover one or more operations functional areas such as: anal

Selby Jennings is partnered with a hedge fund in NYC that has grown consecutively year over year since inception - The firm is looking to expand due to growing demand of the front office and bring on an Operations Analyst to support the COO and other members of the team. Responsibilities Include: Trade Reconciliation/Settlement - Working and communicating with brokers and internal teams Supporting new strategy launches/market entries, and overall business operations Process management and optimization - Data analysis and reconciliation Project management and other ad-hoc initiatives Preferred Qualifications: 2+ years of relevant experience Trade reconciliation and settlement experience Knowledge of data analysis and optimization tools (Macros, VBA, SQL, Python, etc) a plus Advanced excel proficiency Financial product knowledge

As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people. At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world. Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions. Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for an Insurance Operations Analy

Job Description Job Description Position Type: Contract Hybrid (3 days per week in office) Required: Basic Internship or up to 1 year experience in the financial services industry 1+ years' Knowledge in MS Office including Excel (required), Word (required) and Power Point (required) Preferred Brokerage, retirement, estate and beneficiary services experience desirable. Analytical thinker, with excellent written and verbal communication Detail oriented with strong organizational skills Ability to manage multiple projects, prioritize tasks, and work against multiple deadlines and objectives Adaptable to dynamic work environments and priorities Demonstrate ownership and sense of urgency in resolving inquiries and issues Proven effectiveness in fast-paced, demanding, client-driven environment. Ability to perform and deliver within tight deadlines A challenging and inquiring mind Attention to detail and tenacity Responsibilities: Estate Operations Analyst is one who maintains strong function