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KeyBank · 6 hours ago

Lead Operations Analyst – Brokerage & Middle Office, Key Investment Services

Brooklyn, OH

Full-time

Hybrid

Mid, Senior Level

$57K/yr - $87K/yr

4+ years exp

KeyBank is a financial services company, and they are seeking a Lead Operations Analyst to assist Key Investment Services with complex issues and inquiries. The role involves analyzing and recommending solutions, managing workflow processes, and collaborating with various operational groups to improve efficiency.

Banking

Responsibilities

Resolve escalated issues and provide subject matter expertise (SME) for Key Investment Services Middle Office

Conduct daily review of new account openings, missing documentation, and TEFRA withholding

Assist with the maintenance of fund direct business

Prepare weekly and monthly CIU (Customer Identification Unit) recons

Review and approve work submitted by KIS Middle Office

Collaborate with other operational groups, compliance, and legal to complete projects, company initiatives, and regulatory/industry changes

Identify problems, offer process improvement solutions and document such solutions

Comply with regulatory requirements and risk guidelines

Take on assignments of a complex nature and make sound decisions with limited direction

Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice

Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key

Qualification

Brokerage operationsNetX360Financial services operationsMS Office proficiencySeries 99AnalysisCustomer ServiceOrganizationAdaptabilityCommunicationDetail-orientedIntegrityLeadershipProblem-SolvingTeamworkWork-Ethic