Junior Operations Analyst

Qualifications:

• 1–3 years of experience in operations, business analysis, or sales support (fintech/finance background preferred).
• Strong organizational skills, with ability to handle multiple tasks under tight deadlines.
• Proficiency in Excel/Google Sheets; experience with Salesforce reporting required.
• Familiarity with Tableau (or other BI tools) strongly preferred.
• Interest or experience with workflow automation (Slack workflows, macros, scripts).
• Analytical mindset with strong attention to detail.
• Excellent communication skills and ability to collaborate across teams.

Responsibilities:

• Operational Execution
• Process client account requests (account setup, withdrawal limits, fee adjustments, audits) within SLA.
• Conduct regular Salesforce data integrity checks to ensure consistency across systems.
• Maintain trackers and operational records, ensuring accuracy and compliance.
• Prepare and distribute recurring institutional reports (e.g., Daily MM Report, client activity summaries).


• Reporting & Analytics
• Build and maintain Salesforce reports/dashboards to track client trading performance.
• Support Tableau dashboard development for client activity and key operational metrics.
• Monitor and analyze client trading volumes, rankings, and account performance.
• Deliver ad-hoc reporting and insights to sales and account managers.


• Process Improvement & Automation
• Maintain and optimize Slack workflows and other automation tools used by the team.
• Identify workflow inefficiencies and propose solutions for automation and streamlining.
• Document updated processes and contribute to team knowledge sharing.


• Collaboration
• Partner with account managers, compliance, data, and finance teams to resolve operational requests.
• Support the Senior Operations Manager on strategic projects and high-priority initiatives.
• Act as a reliable point of contact for operational inquiries within the sales team.

Responsibilities:

• Operational Execution
• Process client account requests (account setup, withdrawal limits, fee adjustments, audits) within SLA.
• Conduct regular Salesforce data integrity checks to ensure consistency across systems.
• Maintain trackers and operational records, ensuring accuracy and compliance.
• Prepare and distribute recurring institutional reports (e.g., Daily MM Report, client activity summaries).


• Reporting & Analytics
• Build and maintain Salesforce reports/dashboards to track client trading performance.
• Support Tableau dashboard development for client activity and key operational metrics.
• Monitor and analyze client trading volumes, rankings, and account performance.
• Deliver ad-hoc reporting and insights to sales and account managers.


• Process Improvement & Automation
• Maintain and optimize Slack workflows and other automation tools used by the team.
• Identify workflow inefficiencies and propose solutions for automation and streamlining.
• Document updated processes and contribute to team knowledge sharing.


• Collaboration
• Partner with account managers, compliance, data, and finance teams to resolve operational requests.
• Support the Senior Operations Manager on strategic projects and high-priority initiatives.
• Act as a reliable point of contact for operational inquiries within the sales team.

Qualifications:

• 1–3 years of experience in operations, business analysis, or sales support (fintech/finance background preferred).
• Strong organizational skills, with ability to handle multiple tasks under tight deadlines.
• Proficiency in Excel/Google Sheets; experience with Salesforce reporting required.
• Familiarity with Tableau (or other BI tools) strongly preferred.
• Interest or experience with workflow automation (Slack workflows, macros, scripts).
• Analytical mindset with strong attention to detail.
• Excellent communication skills and ability to collaborate across teams.