Placement and duration

The Operations Analyst Program is a competitive program that provides an opportunity for entry-level employees to both learn about the Financial Services Industry and develop the necessary professional competencies to be successful within Operations. Placement varies in accordance with business needs, with opportunities for analysts to join in January (Baltimore) and June of each year depending on their graduation date. The program includes a three level development model, whereby analysts work closely with their managers in goal setting and career planning to achieve their individual development goals. In addition, the Analyst Program has an assisted mobility component, where Analysts may experience up to two distinct roles during the program.

Training program

Analysts participate in a three week training series, which includes a high level overview of the firm and an introduction to the securities industry. The program also includes knowledge based training with focus on regulatory requirements, operational risk management and financial accounting. All analysts are assigned peer advisors to assist with their transition into the organization. To further develop their professional network, analysts are provided with opportunities to attend seminars hosted by senior management and are encouraged to attend social and networking events. Upon completion of training, analysts will be assigned to support one of three strategic business units: Institutional Securities, Wealth Management, or Investment Management.

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  • Transaction Processing: Partner with business units and technology to deliver exceptional service to our clients in the areas of trade capture, clearance and settlement, as well as other areas in operations, including but not limited to, account opening, cash management, billing, tax reporting and fraud monitoring.
  • Change Management: Partner with Technology to design, manage and implement business process changes to streamline processes, improve productivity and optimize operational efficiency.
  • Operational Risk Management: Effectively identify and mitigate operational risk while ensuring continued compliance with global regulatory requirements.
  • Client Relationship Management: Establish and maintain effective client relationships in order to deliver world class operational services.

Qualifications/ Skills/ Requirements

  • You are a current undergraduate senior pursuing a Bachelor's degree
  • You have a strong interest in financial services
  • You have a minimum GPA of 3.0
  • You possess strong leadership, interpersonal, communication, and teamwork skills
  • You are detail oriented
  • You have the ability to multitask and manage time effectively