Business Operations Analyst 3 - Brokerage Output Services

 

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

 
Defines and performs systems analysis and development tasks to improve workflow and operating efficiency.  Makes recommendations to standardize procedures and processes and to introduce new technology or improve existing technology.  Analyzes costs of existing operations and prepares a cost/benefit analysis of recommended changes.
 
Role is within the output services team supporting US Bancorp Investments. Main responsibilities include: Review and reconciliation of daily trade confirmations, ensuring prospectuses were sent for applicable trades, reconciliation of books and records letters sent by third-party vendor, proxy delivery oversight, and managing the month-end statement review and mailing effort.
 

Qualifications

 
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Three to five years of experience in operations/technology project management activities
 
Preferred Skills/Experience
- Thorough understanding of regulations surrounding broker-dealer operations
- Experience in working with and/or reviewing brokerage statements and trade confirmations
- Series 7 licenses or strong investment background
- Tax and/or cost basis experience
- General knowledge of policies, plans, procedures, products and regulatory requirements for assigned business unit
- Ability to conduct an analysis of a business need, including scheduling meetings, planning agendas and conferring with business line leaders
- Thorough understanding of project management and testing methodology and procedures
- Ability to develop test schedules, review testing plans, track test issues and report on test results
- Strong analytical and forecasting skills
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to work as part of a project team
- Excellent verbal and written presentation and communication skills
- Excellent computer skills, especially Microsoft Office applications
 

Job

Business Ops Analysis

Primary Location

Minnesota-MN-Saint Paul

Shift

1st - Daytime

Average Hours Per Week

40