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

Associate Production Support Analyst

The Production Support Analyst Associate works in a production environment that ...

Location

United States

Salary:

23.37 - 31.15 USD / Hour

First American Financial

Expiration Date

Until further notice

Requirements

Comprehensive knowledge of escrow transactions and client operating systems
Familiarity with MS Office products (Word, Excel, Outlook, Visio, Teams)
Familiarity with supported production support software, environments, and methodology
Zendesk experience is preferred
Excellent communication, problem solving skills and telephone etiquette
Written, verbal and interpersonal skills in order to communicate with a wide range of internal and external customers in a professional manner
Ability to organize multiple tasks simultaneously and streamline workflow management
Detail oriented, error intolerant environment
High School diploma or equivalent
AA/AS degree preferred

Job Responsibility

Ensures exceptional customer service for our customers
Maintains email inbox and online chat support by reading, opening/documenting information into tickets and either resolving or escalating to proper person or department
Provides first level accurate and creative solutions to customer issues up to moderate nature to ensure customer productivity and escalates as necessary
Responds to customer requests within the required SLA
provides follow up when needed
Maintains a current knowledge of relevant products (software and hardware) and support policies in order to provide accurate solutions to customers
May perform additional duties relating to specific First American applications as assigned
May train / provide guidance to less experienced team members

What we offer

medical
dental
vision
401k
PTO/paid sick leave
employee stock purchase plan

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

In-Business Risk 1LOD Lead Analyst

Citigroup Global Markets Inc. seeks an In-Business Risk 1LOD Lead Analyst for it...

Location

United States , Tampa

Salary:

119200.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

Master’s degree, or foreign equivalent, in Finance, Statistics, Applied Mathematics or related field and 1 year of experience as a Business Risk Analyst, Data Analyst, Financial Analyst, Compliance Analyst, Graduate Associate or related position involving designing, evaluating and implementing control mechanisms to monitor for financial crimes
Alternatively, employer will accept a Bachelor’s degree in the stated fields and 3 years of the specified experience
Designing and evaluating control frameworks for financial crime risk assessment
Conducting financial data research, financial modeling, and preparing analytical reports and manuscripts
Performing quantitative analysis and interpreting large financial and economic datasets
Applying statistical methods to analyze datasets, identify financial crime patterns, and assess associated risks
Researching and analyzing derivatives, fixed income, swaps, foreign exchange, and structured products, including options, futures, bonds, treasury securities, credit instruments, interest rate swaps, currency swaps, credit default swaps, spot/forward FX products, spread products, and complex structured instruments
Developing automated processes for data analysis and financial research using Python and R
Extracting, transforming, and analyzing large datasets using SQL, and employing data management and visualization tools such as Tableau, Power BI, and Airflow
Researching institutional trading business practices, market structure, and financial crime risks

Job Responsibility

Design, evaluate, and implement control mechanisms to monitor financial crimes within Citi's Markets and Securities Services division
Develop analytical tools and data processes using programming languages such as Python and R to detect and manage risks associated with financial crimes like anti-money laundering, sanctions, and fraud
Regularly review existing financial crime monitoring controls to ensure effectiveness and continuously improve the controlling methodologies to address emerging risks
Collaborate closely with various stakeholders, including Sales, Trading, Operations, Legal, Compliance, and Technology departments, to identify, assess, and manage financial crime risks across multiple business platforms, specifically focusing on high-risk jurisdictions, third-party payments in foreign exchange, sanctions, and emerging market transaction monitoring
Manage control initiatives ensuring resources are properly allocated, execution timelines are met, and all initiatives align strategically with corporate policies and regulatory requirements
Conduct specialized reviews of transactional data to proactively uncover new and evolving financial crime patterns, subsequently develop and integrate preventative controls
Prepare and deliver comprehensive reports and presentations to senior management and compliance oversight teams, clearly articulating analytical insights, proposed enhancements, and the status of ongoing initiatives

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

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

Mergers & Acquisitions (M&A) and Divestitures
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)
Strategic Investments & Partnerships
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

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

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

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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Job Description:

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Job Posted:February 18, 2026

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Job Posted:
February 18, 2026