Top Operations Analyst Jobs in NYC, NY

Provide front-to-back trade support for FX sales and trading desks, monitor and mitigate FX trade risk, manage trade booking/allocations/amendments, resolve exceptions with internal systems and counterparties, and drive automation and process improvements to ensure accurate, timely execution and client service.

Manage operational initiatives and special projects, maintain trackers and deal status, coordinate across Sales, Engineering, and clients, resolve issues to keep transactions moving, support users on the platform, and optimize workflows for a fast-growing marketplace.

Support partner sales by implementing and managing scalable partner processes, driving program design, owning projects end-to-end, improving systems (including Salesforce), performing quantitative analysis to track KPIs, and coordinating cross-functional stakeholders to enable partner-facing sales teams.

Manage and scale global treasury operations including daily cash positioning, bank account and payments management, cash forecasting, treasury technology implementation, dashboards and reporting, and SOX-compliant policies while partnering with Accounting, Finance, and Tax.

The role involves analyzing workforce data, managing cross-functional projects, improving people operations, and utilizing AI for process enhancements.

The Operations Analyst supports the Addepar and Orion systems for client performance reporting, including account setup, daily reconciliation, dashboard monitoring, and system integrity. Responsibilities also involve assisting new advisor integrations, maintaining procedures, and participating in improvement projects.

Provide frontline customer support across Slack, email, and chat; troubleshoot and escalate issues; perform backend investigations and operational tasks; maintain documentation; partner with sales and product teams to improve processes and customer experience.

Manage quote-to-cash operations: validate and process orders, support Salesforce opportunity and quoting workflows, triage deal ops tickets, assist CRM/CPQ enhancements, enable sales and identify process improvements.

Lead requirements gathering, process mapping, and impact analysis for Deposit Operations projects. Define acceptance criteria, design and execute testing/UAT, analyze operational/client data, build reports and dashboards, and drive process improvements and automation in collaboration with Compliance, Risk, Technology, and Operations stakeholders.

Lead financial and operational analytics, manage budgeting and internal controls, produce reports to support strategy and compliance, drive process improvements, and provide leadership to align technical and financial goals.

Support tax information reporting and compliance for equities and crypto. Execute exception reports for reporting, withholding, and cost basis; reconcile data with vendors and IRS feeds; assist Customer Experience and Account Ops with tax inquiries; build dashboards, metrics, and automated workflows; collaborate with product, engineering, and cross-functional teams on tax-related projects and launches.

Support Sales by building segmentation models, territory designs, and compensation plans; advise Sales VPs through business reviews; maintain dashboards and reports in Salesforce, Gong, and Omni; improve CRM workflows and data quality; ensure account, opportunity, and territory integrity; and collaborate cross-functionally to operationalize GTM decisions.

Administer and configure Gainsight to optimize customer lifecycle management, map digital customer journeys, create automations, dashboards and surveys, derive data-driven insights, and train stakeholders on Gainsight best practices.

Analyze large operational, financial, and engineering datasets to identify trends and performance drivers. Build and maintain dashboards and reports, develop SQL extractions, investigate data quality, support systems integrations and automation, and deliver actionable insights to cross-functional leadership to drive continuous improvement and operational performance.

Lead day-to-day Product Risk Management operations: identify, assess, mitigate, and report product risks; define processes, standards, and tools; run risk assessments and executive reporting; partner with product, engineering, legal, compliance and auditors to embed ERM and ensure post-launch monitoring and issue remediation.

The role involves providing operational support to the sales organization, managing accounts, and ensuring adherence to sales processes while utilizing Salesforce.

The Digital Assets Operations Analyst will manage trade operations, reconciliations, reporting, and collaboration across teams to improve processes in a fast-paced trading environment.

Lead analytics and reporting for post-sales segments, reconcile data across Salesforce and financial/CS systems, design and enforce renewals and customer success processes, build adoption and retention reporting, and translate insights into recommendations for leadership to improve renewal rates and revenue retention.

Manage ceded reinsurance contract placements and set up treaty data in the FSRI sub-ledger. Reconcile ceded results with accounting, analyze and resolve system calculation issues, maintain SOX controls and treaty documentation, and support system upgrades, onboarding, and ad hoc process improvements.

Embed with Sales and SDR teams to improve pipeline hygiene, forecasting, Salesforce configuration, and reporting. Build analyses and models, manage cross-functional operational projects and roadmaps, optimize sales processes, and enable data-driven revenue decisions to support new business acquisition and funding efforts.

Support portfolio accounting operations by performing daily and monthly reconciliations, resolving custodian discrepancies, posting cash flows, producing client reports, managing reporting inboxes, and assisting with audits and ad hoc operations projects to maintain accurate books and client satisfaction.

Administer and configure Gainsight (Journey Orchestrator, Data Designer, rules, dashboards, surveys), map digital customer journeys, analyze data to drive CX improvements, collaborate cross-functionally, train users, manage change communications, and develop reporting and best-practice guides.

Validate and triage clinical data across HL7, FHIR, and Databricks pipelines using SQL. Trace transformations end-to-end, identify and remediate data quality issues, partner with engineering/product/clinical teams, document findings, and support client go-lives to ensure clinically accurate, production-ready data.

Validate and troubleshoot clinical data pipelines for PhareOS across HL7, FHIR, and standardized Databricks/dbt layers. Execute complex SQL validations, trace HL7-to-FHIR transformations end-to-end, investigate and remediate data quality issues, build Databricks queries/notebooks, and collaborate with engineering, product, clinical, and vendor teams to ensure production-ready client data and successful go-lives.

Support administration and upkeep of core systems (Workday Projects, Adaptive, BI), build and maintain reports and dashboards, validate cross-system data, support project budgeting/forecasting, resource planning, user training, documentation, and process improvements to enable accurate financial reporting and operational readiness.