5 дней назад
Operations Project Analyst
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Operations Project Analyst (Data Analysis/QA Testing): Supporting advisory account operations and strategic technology initiatives through report review, data analysis, testing support, and account processing with an accent on data accuracy, issue escalation, and implementation activities. Focus on identifying operational discrepancies, validating system-of-record data, resolving exceptions, and improving workflows and controls.
Location: St. Louis, MO, United States
Company
provides staffing and project support for operations and technology initiatives.
What you will do
- Review operational reports and identify discrepancies, exceptions, risks, and issues requiring escalation.
- Collect and analyze testing results, screenshots, and supporting documentation.
- Support QA, system implementation, business requirements, and process improvement activities.
- Process advisory account setup, maintenance, coding, and data requests.
- Validate system-of-record data, research exceptions, and identify workflow and control improvements.
- Partner with operations, advisory, business, and technology teams on Activity and InvestCloud initiatives.
Requirements
- Experience with data analysis and operational report review.
- Strong attention to detail and accurate information processing.
- Critical thinking, problem-solving, and issue escalation skills.
- Strong communication and collaboration skills.
- Ability to support testing, implementation, and data validation activities.
Nice to have
- QA or software/system testing experience.
- Advisory account, brokerage operations, or account maintenance experience.
- Experience with Excel, Alteryx, Power BI, or similar reporting and data tools.
- Experience supporting system implementations or technology projects.
- InvestCloud experience.
Culture & Benefits
- Cross-functional collaboration across operations, advisory, business, and technology teams.
- Opportunity to contribute to strategic technology initiatives and operational efficiency improvements.
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