Asset & Wealth Management Operations-Client Services - Albany-Senior Analyst

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Perform transaction review on a daily basis
• Reconcile initiated transactions against bank data
• Prepare monthly and quarterly client-facing reports and presentations for various business units
• Perform quality reviews to ensure data accuracy and minimize risk
• Apply business judgment to identify unusual activities and escalate issues as appropriate
• Drive Organizational Change: Review existing team processes to identify inefficiencies and opportunities for automation or streamlining. Serve as a subject matter expert to external partners and efficiently communicate project updates to internal stakeholders.
• Control & Compliance: Ensure effective and consistent compliance with control procedures, risk controls, and high-quality assurance standards. Review, update, and create procedures.

BASIC QUALIFICATIONS

• Bachelor's degree required.
• 0-2 years of relevant professional experience.
• Proficiency in Microsoft Office, with a strong emphasis on Excel.

PREFERRED QUALIFICATIONS

• Strong attention to detail and commitment to accuracy
• Data analytic skills and problem-solving ability
• Finance and/or accounting experience
• Payment processing experience
• Ability to remain composed under pressure and adapt in a fast-changing environment
• Clear written and verbal communication skills and a proactive, team-oriented approach