Management Operations Analyst Resume Sample

22 votes
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Winona Trantow
5414 Morissette Hill,  Phoenix, AZ
+1 (555) 301 1897

Work Experience

Senior Technical Analyst Identity & Access Management Operations
07/2017 - PRESENT
Chicago, IL
  • Leverage the information available within Operations and develop the necessary infrastructure to enhance the Investment Bank’s ability to more accurately monitor, manage and mitigate risk at a counterparty level
  • Liaise with existing collateralized counterparties and potential collateralized counterparties. Provide trade lists and trade reconciliations between UBS trades and the counterparty’s trades
  • Engage with relocation / GMS / migration related activity
  • Work with other divisionally aligned HCM colleagues to provide seamless service to clients
  • Participate in global projects and talent management strategy as necessary
  • Divisional Ad Hoc project work
  • Daily monitoring of client portfolios, issuing & receiving collateral calls to ensure the firm’s credit risk is mitigated
  • Flexible to manage differing challenges and ever-increasing complex nature of transactions
  • Learn quickly in a fast moving environment. Team oriented approach to sharing workload and leverage skill sets
Knowledge Management & Operations Analyst
02/2012 - 06/2017
New York, NY
  • Monthly interest settlements
  • Perform and respond to control reporting to ensure effective break/ fails and exception management
  • Ensure access is provisioned based on users’ job-role in the organisation - Ensuring standard approach across all Business Roles and minimising any anomalies
  • Assist in making/keeping key accounts referencable Fiserv customers
  • Conducts business process analysis, needs assessments, and preliminary cost/benefits analysis in an effort to align business initiatives
  • Analyzes existing forms and methods to promote effective operations through standardization, improvement, simplification, discontinuance or other methods
  • White space analysis
  • Year over year review
  • Liaising with client?s appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries
Human Capital Management Business Partners Operations Junior Business Partner Analyst
07/2009 - 09/2011
Boston, MA
  • Monitor and perform alternative investment reconciliations
  • Provide alternative investment support and education to Private Wealth Management Teams and internal departments
  • Understanding of the securities industry; experience with Wealth Management brokerage functions
  • Partner with AML Compliance to ensure new policies and regulations are fully implemented within Global PWM
  • Ensure down stream systems correctly recognize approved products and services, including Cash products, Client Statement and Performance reporting
  • Performing Data Quality analysis prior to issuing margin calls
  • Margin Call issuance and responding to incoming margin calls
  • Booking of eligible Credit Support (Free of Payment cash/ bonds / Tri-Party or repricing)
  • Dispute resolution through portfolio reconciliation


Webber International University
2004 - 2008
Bachelor's Degree in Finance

Professional Skills

  • Strong interpersonal skills to work proactively with all levels including Sales and Clients
  • Excellent Communication Skills in English, Sinhala and/or Tamil language would also be desirable
  • Communicating Effectively – Clearly and effectively conveys information
  • Analytical Problem Solving/Judgment & Decision Making – Ability to use critical thinking skills during dynamic crisis situations
  • Have an understanding of Derivative products; Actual working experience of these products would be a distinct advantage
  • Maintain a strong control focus and attention to detail while managing high volume
  • Equivalent work experience with emphasis on banking/financial technology or the financial industry

How to write Management Operations Analyst Resume

Management Operations Analyst role is responsible for reporting, security, securities, credit, travel, education, accounting, reconciliations, analysis, compliance.
To write great resume for management operations analyst job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Management Operations Analyst Resume

The section contact information is important in your management operations analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Management Operations Analyst Resume

The section work experience is an essential part of your management operations analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous management operations analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular management operations analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Management Operations Analyst resume experience can include:

  • Pull reporting from Third Party Administrator Systems (TPA) and internal business systems and reconcile consultant hours
  • Maintain a daily Aging report and coordinate with EMOs on initial collection efforts
  • Perform analysis of projects nearing completion and perform internal outreach and facilitation of closure
  • Occasional travel that involves carrying travel items, laptops, presentation materials, etc. (approximately 20-30 lbs.)
  • Coordinate and report payment details between TPA systems and internal invoices
  • Setup new hires and departures properly in business systems

Education on a Management Operations Analyst Resume

Make sure to make education a priority on your management operations analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your management operations analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Management Operations Analyst Resume

When listing skills on your management operations analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical management operations analyst skills:

  • Work effectively in a team environment; able to work independently and as a self-starter, as appropriate
  • Five or more years’ experience in the banking, investment services (or related) industry
  • 4years + experience supporting a sales/relationship management role or team
  • Between 0 to 5 years’ experience within Investment Bank Operations / Capital Markets
  • Multi-task and prioritize accordingly
  • Strong commitment to quality controls and procedures

List of Typical Skills For a Management Operations Analyst Resume


Skills For Knowledge Management & Operations Analyst Resume

  • Five or more years’ experience in the credit union/banking (or related) industry
  • 600 E. Ash St. Bldg 400, 3rd Fl
  • Repetitive use of hands (approximately 4 hours of keyboard use throughout the day)
  • Technical Skills - Demonstrates strong technical skills required for the role, pays appropriate financial/analytical skills attention to detail, takes initiative to broaden his/ her knowledge and demonstrates appropriate financial/analytic skills
  • Five or more years’ experience in customer service
  • Travel; holds a valid driver’s license and is able to travel via an airplane
  • 815 East Monroe Street

Skills For Crisis Management Operations Analyst Resume

  • 1220 Centerville Ave, Belleville, IL 62220
  • Customer Focus - Highly organized with ability to multi-task and motivated with sharp customer focus
  • 600 Esh Ash St. Bldg 400, 3rd Fl
  • 600 East Ash ST. Bldg 400 3rd FL
  • 600 E. Ash St. Bldg 400 3rd Fl
  • Maintain SharePoint documents and assist with updates as necessary

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