Transactional Operations Analyst or Associate Job at iCapital Network (Salt Lake City)

Rec & Proofing Lead Analyst

The Rec & Proofing Lead Analyst is a strategic professional who contributes to d...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
Client Service Focused
Good Analytical skills
Execution focused
Excellent communication skills
Good influencing skills
Develops partnerships with key internal and external stakeholders

Job Responsibility

Responsible for supporting the management of front to back reconciliation, identifying operational risk, trade confirmation and settlement forecasts
Develops and implements business initiatives, client solutions, and/or projects affiliated with pre-settlement processes and transaction capture activities
Takes responsibility for volume, quality, timeliness and delivery of complex deliverables
Accountable for integrity of process, operations and associated results and may have responsibility for planning, budgeting and policy formulation within area of expertise
Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients
Demonstrates good analytical skills to filter, prioritize and validate potentially complex material from multiple projects
Oversees the daily performance related to transactions capture pre-settlement activities of operations processes to satisfactory completion of the daily operational cycle
Defines, develops, implements and tracks appropriate KPIs and SLAs for the group
Commits to process improvement, client service, control, and cost reduction and identifies any opportunity to implement process improvements, service enhancements, or technology enhancements
Conducts discovery and due diligence activities with clients to meet their needs

What we offer

Global workforce benefits
Opportunities for career growth
Work-life balance

Fulltime

Credit Maintenance Analyst

Excess Approval Management Team provides service to countries in Western Europe,...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Higher education in economics or experience in banking
2-5-year experience in Operations, Risk or Finance
Ability to prioritize tasks and work effectively in a busy, challenging environment
Good organizational and time management skills
Problems solving skills
Very good knowledge of English
Bachelor's/University degree or equivalent experience

Job Responsibility

Monitoring intraday exposures in credit check systems within set time frame
Ensuring compliance with credit policy and internal procedures
Actively communicate with business partners (Risk and relationship Management Team) for approvals for cash and securities transactions
Cooperate closely with Credit Risk Associates team for resolution of technical issues and exceptions related to clients and credit limits
Works closely with other parties such as technology when required to resolve issues
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup

Fulltime

Securities & Derivatives Senior Analyst

The Citi Wealth Investment Operations Securities & Derivatives Senior Analyst is...

Location

India , Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of relevant experience
In-depth knowledge of various capital market products (Equities, Derivatives, Fixed Income, FX, etc.) and their operational lifecycles
Strong understanding of trade lifecycle processes, including trade capture, confirmation, settlement, and reconciliation
Strong communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders
Consistently demonstrates clear and concise written and verbal communication skills

Job Responsibility

Accurately capture and process a wide range of capital markets orders and transactions on a T-0 basis
Perform enrichment and amendment of orders as required to ensure accuracy and compliance
Coordinate with trading desks, branch offices, and various investment operational teams to resolve trade discrepancies and ensure smooth transaction flow
Act as a primary point of contact for inquiries related to the clearance, settlement, and investigation of client securities and derivatives
Proactively identify and resolve potential issues that could impact timely settlement
Monitor transaction statuses and escalate complex issues to appropriate stakeholders
Provide expert support and processing capabilities across a diverse range of financial instruments including Equities, Debt Instruments, Structured Products, Options, and Physical Certificates
Contribute to the continuous improvement of operational processes and controls
Ensure strict adherence to internal policies, regulatory requirements, and industry best practices
Participate in testing and implementation of new systems or process enhancements

Fulltime

Securities & Derivatives Senior Analyst

Citi is seeking a highly motivated and experienced Securities & Derivatives Seni...

Location

India , Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of relevant experience
Consistently demonstrates clear and concise written and verbal communication skills
In-depth knowledge of various capital market products (Equities, Derivatives, Fixed Income, FX, etc.) and their operational lifecycles
Strong understanding of trade lifecycle processes, including trade capture, confirmation, settlement, and reconciliation
Strong communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders
Bachelor’s Degree/University degree or equivalent experience

Job Responsibility

Trade Processing and Execution: Accurately capture and process a wide range of capital markets orders and transactions on a T-0 basis
Perform enrichment and amendment of orders as required to ensure accuracy and compliance
Coordinate with trading desks, branch offices, and various investment operational teams to resolve trade discrepancies and ensure smooth transaction flow
Clearance and Settlement Facilitation: Act as a primary point of contact for inquiries related to the clearance, settlement, and investigation of client securities and derivatives
Proactively identify and resolve potential issues that could impact timely settlement
Monitor transaction statuses and escalate complex issues to appropriate stakeholders
Instrument Scope Management: Provide expert support and processing capabilities across a diverse range of financial instruments
Operational Excellence: Contribute to the continuous improvement of operational processes and controls
Ensure strict adherence to internal policies, regulatory requirements, and industry best practices
Participate in testing and implementation of new systems or process enhancements

Fulltime

Analyst, Corporate Development

The Analyst, Corporate Development and M&A will play a critical role in supporti...

Location

United States , San Francisco, CA; New York, NY

Salary:

100000.00 - 140000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services
Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos
Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred
Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint
Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations
Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners
High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines
A proactive, self-starter mentality with the ability to work independently while being a strong team player
Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field

Job Responsibility

Market Mapping and Origination: candidate will work across the organization’s business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets
Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing
Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition
Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers
Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities
Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors)
Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives
Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments
Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans
Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets

What we offer

Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement

Fulltime

New

Acquisitions Operations & Market Analyst

Groma is blending real estate and technology to unlock a new real estate asset c...

Location

United States , Boston

Salary:

Not provided

Groma (MA)

Expiration Date

Until further notice

Requirements

Bachelor’s degree with a preference in real estate, finance, economics, computer science, engineering, or related field
1–3 years of experience with a preference in real estate acquisitions, operations, analytics, and/or a technology/process-focused role
Curious and entrepreneurial, with an interest in shaping the growth of an innovative real estate platform
Process- and systems-oriented thinker who enjoys solving problems with technology
Highly detail-oriented and analytical with a strong sense of ownership and accountability
Strong team player and communicator with ability to collaborate across departments
Strong technical skills: Excel / Google Sheets (advanced), Google Apps Script automation, SQL/database management, Familiarity with AI-enabled coding and analysis tools

Job Responsibility

Maintain acquisitions databases, playbooks, CRM systems, and reporting dashboards to provide visibility to senior leadership
Assist with due diligence management, including data requests, third-party reports, and compliance checklists
Work with internal teams and external stakeholders to keep deals on track
Create and improve acquisitions workflows to streamline sourcing, underwriting, due diligence, and closing
Build custom tools and automations to increase efficiency
Build dashboards and reporting systems to centralize data
Conduct ongoing research on multifamily markets, submarkets, and asset classes
Compile and analyze data from MLS, CoStar, and public sources to identify trends
Prepare market presentations, heat maps, and research memos to inform investment committee discussions
Partner with acquisitions associates and analysts to refine underwriting assumptions with market-driven data

What we offer

Competitive salary for the Boston area
Eligibility for early stage equity in a quickly growing startup
5% 401k match
Fully covered high-quality health and dental insurance plans
Fully covered commuter passes for bus, subway, boat, or commuter rail
Unlimited PTO
13 official company holidays
1 floating holiday
A beautiful office in downtown Boston with a gym, locker rooms, game room, rooftop garden, and several catered lunches a week

Fulltime

Loan Payment Senior Analyst

The Loan Payment Senior Analyst – Assistant Vice President is responsible for ov...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years of experience in loan payment operations, banking, or financial services, with a strong focus on loan payment processing
In-depth knowledge of SWIFT messaging (MT103, MT202, etc.), ISO 20022, international banking systems and their operational flows
Reasonable knowledge of corporate and agency loan processes, procedures, products and services
Experience with Citi payment applications, understanding of US sanctions and managing reconciliation break
Proven track record of driving process improvements and operational efficiency
Strong leadership and skills with the ability to motivate and develop staff
Excellent analytical and problem-solving abilities
Solid understanding of payment regulations, compliance requirements, and risk management principles
Effective communication (verbal and written) and interpersonal skills
Ability to work independently with minimal supervision, exercising sound judgement, initiative and a high level of ownership in managing tasks and responsibilities

Job Responsibility

Lead, mentor, and coach a team of loan payment specialists, fostering a collaborative and high-performing environment
Conduct regular performance reviews including objective-setting, driving staff training and development needs
Review workload distribution for the team, ensuring optimal resource allocation and coverage
Promote a culture of continuous improvement, accountability, and customer focus within the team
Oversee the day-to-day operations of both corporate and agency payment processing, ensuring adherence to established operation manuals, service level agreements (SLAs), and regulatory requirements
Monitor loan payment queues, investigate and track payment status, resolve any payment exceptions, and escalate complex issues as necessary
Ensure the accuracy, completeness, and timeliness of all loan related payment transactions
Identify operational bottlenecks and implement process improvements to enhance efficiency and reduce risk
Produce monthly volume and KPI information as required by management and necessary presentation materials for monthly review
Ensure strict compliance with all relevant payment regulations including US and local sanctions

What we offer

Global benefits offered to workforce
Focus on well-being, growth, and work-life balance

Fulltime

Bpo transaction quality assurance analyst

The BPO Transaction Quality Assurance Analyst is responsible for reviewing claim...

Location

India , Chennai

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Any Bachelor’s degree
A minimum of 3 years of experience as a Transactional Quality Auditor/MIS specialist/Quality associate involved in implementation of basic Quality framework elements
Experience with Life Insurance Claims and Policy Administration
Demonstrates a strong understanding of claims business process redesign/reengineering, gap analysis, functional vs technical specifications, and change management
Ability to collate data/information from different sources and work on Management Reports without any error
Excellent communication skills (written and verbal) to clearly articulate business requirements to technical & development teams
Knowledge of process mapping tools – MS Visio and Lucid Charts, Excel and Power Point
Lean Six Sigma
Experience working in an Agile environment
Experience with Salesforce or other case management systems' modernization

Job Responsibility

Review medical documents, policy documents, policy history, claims history, system notes and apply the trained client level business rules to ensure that processors make appropriate Claims decisions, call out claims trends and flag fraud activities
Developing and maintaining a solid working knowledge of the insurance industry and of all products, services and processes performed by Claims function
Perform functional analysis of the current business process and supporting documentation
Identify process improvements and facilitate reengineering of business processes
Create process and value stream map for existing and new business processes
Assist in establishing and maintaining standard operating procedures and knowledge transfer documentation on various functionalities
Be a team player and work seamlessly with other team members on meeting customer goals

Fulltime

Transactional Operations Analyst or Associate

iCapital Network

Location:
United States , Salt Lake City

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 18, 2026

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