Transaction Management Operations Analyst – Hybrid

Transaction Management Operations Analyst – Hybrid
Location: 901 Main St., Dallas, TX 75202
Pay Rate: $22.28/hour, paid weekly
Schedule: Monday – Friday, standard business hours (Hybrid: 3 days onsite, 2 days work from home)
Start Date: September, pending onboarding completion
Contract: 7-month initial contract
Contract Extension or Conversion to FTE: Based on performance, attendance, and business needs
Benefits: Access to health benefits

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Overview
A leading financial services organization is seeking a Transaction Management Operations Analyst to join its high-performing Investment Operations team. This group plays a critical role in asset custody, trade settlement, reconciliation, and revenue services across various investment products. The team supports complex operational workflows and partners with financial professionals, investment managers, and cross-functional teams to drive efficiency, reduce risk, and ensure a strong client experience.
This is an excellent opportunity for candidates looking to strengthen their analytical, reconciliation, and process improvement skills in a fast-paced, collaborative environment with long-term growth potential.

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Responsibilities

• Monitor and resolve daily exceptions and discrepancies involving trades, corporate actions, and non-trade transactions
• Ensure department standards are consistently met and communicate updates to leadership
• Maintain and update procedural documentation and process maps
• Participate in audits and system testing as needed
• Identify and escalate operational risks in a timely manner
• Lead or support projects and special assignments
• Provide subject matter expertise on break analysis and issue resolution
• Collaborate with internal and external stakeholders to investigate and resolve inquiries
• Support training and development of junior team members

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Required Skills & Experience

• 2–3 years of experience in financial operations, reconciliation, billing, trading, or product support
• Working knowledge of accounting and financial reporting principles
• Strong analytical and problem-solving skills; ability to manage complex reconciliations
• Effective multitasking with proven time management in a deadline-driven environment
• Excellent communication skills, both written and verbal
• Familiarity with investment products, including mutual funds, alternative investments, and managed accounts
• High attention to detail and accuracy
• Ability to understand and explain data workflows, system inputs/outputs, and process interfaces
• Technologically savvy with an aptitude for identifying process improvements
• Independent, self-motivated, and intellectually curious