Operations Analyst jobs in United States
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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
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H1B Sponsor Likelynote

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

Client account managementAnti Money Laundering knowledgeMS Office proficiencyWeb-based applicationsProblem resolution skillsMulti-tasking abilityClient expectation managementOrganization skillsCommunication skillsPresentation skills

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

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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 Stage
Total Funding
unknown
2012-01-01Private Equity

Leadership Team

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Raj Sardana
Founder, Chairman, & CEO
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A
Atul Gambhir
Chief Information & Product Officer
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Company data provided by crunchbase