Innova Solutions · 8 hours ago
Operations Analyst
Innova Solutions is a global company offering strategic technology and business transformation solutions. They are seeking an Operations Analyst to manage client account structures, perform due diligence reviews, and coordinate with various teams to ensure compliance and timely processing of client documents.
Artificial Intelligence (AI)Business Information SystemsCloud Data ServicesConsultingCyber SecurityInformation TechnologyInfrastructureIT ManagementMachine LearningSoftware
Responsibilities
Understand the different client account structures and documentation required to establish new accounts
Be vigilant in due diligence reviews of new client screening for Anti Money Laundering & Know Your Client requirements
Work closely with PWM Advisor teams to ensure all client documents are correct and sent to the client in a timely manner
Request products (options, margin, checking, debit cards, etc.) for the respective PWM client accounts
Ensure downstream systems correctly recognize approved products and services, including Cash products, Client
Statement and Performance reporting
Resolve issues through coordination with PWM Teams, PWM Compliance, PWM Legal and Anti Money Laundering
Qualification
Required
Bachelor's degree
Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications
Exceptional organization skills
Good judgment and strong problem resolution skills
Ability to multi-task and prioritize accordingly
Experience managing client expectations
Excellent communication and presentation skills
Benefits
Medical & pharmacy coverage
Dental/vision insurance
401(k)
Health saving account (HSA)
Flexible spending account (FSA)
Life Insurance
Pet Insurance
Short term and Long term Disability
Accident & Critical illness coverage
Pre-paid legal & ID theft protection
Sick time
Other types of paid leaves (as required by law)
Employee Assistance Program (EAP)
Company
Innova Solutions
Innova Solutions is an IT company that specializes in data analytics, cloud computing, cyber security, and machine learning.
H1B Sponsorship
Innova Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (452)
2024 (399)
2023 (290)
2022 (78)
2021 (36)
2020 (98)
Funding
Current Stage
Late StageTotal Funding
unknown2012-01-01Private Equity
Recent News
2025-12-15
EIN Presswire
2025-08-01
Company data provided by crunchbase