OPERATIONS ANALYST – FINANCIAL SERVICES

Exciting opportunity in the insurance industry for an analytical professional with strong Excel skills and a keen eye for detail. This hybrid role supports rate crediting operations and data validation across multiple financial systems. Ideal for a recent graduate or early-career candidate eager to grow in a structured, high-impact environment.

• Gather and validate daily financial inputs including bond yields, FX rates, equity index values, and mutual fund values.
• Upload Universal Life crediting rates to multiple administrative systems, ensuring data accuracy and integrity.
• Perform issue investigation and reporting within defined accuracy thresholds.
• Validate uploads to seven core administrative platforms.
• Prepare weekly and monthly marketing materials related to crediting rates.
• Post finalized materials to client and advisor-facing portals.
• Execute manual processes such as rate calculations and stakeholder reporting.
• Act as liaison with stakeholders to resolve processing issues or delays.
• Support internal training, scheduling, and quality validation.
• Manage concurrent deliverables in a dynamic, deadline-driven environment.
• Identify and propose operational efficiency improvements.
• Participate in vendor coordination and management.
• Conduct internal testing, audits, and quality assurance reviews.
• Maintain documentation library, procedures, and job aids.