Senior Operations Analyst- Asset Operations

MILLENNIUM TRUST COMPANY is a rapidly-growing, leading financial services company offering specialized retirement and institutional services. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients' success. Ultimately, we aim to educate and increase access to investments to help our clients on their journey to retirement readiness, but do not provide investment advice.
Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture. We have been recognized for our tremendous growth on lists, such as Crain's Fast 50 and Inc. 5000, and have also been recognized for our positive workplace culture on the 2019 Best Places to Work in Illinois list, as well as the 2019 Model Workplace Award and 2018 Champion for Young Professionals Award from the Greater Oak Brook Chamber of Commerce. Millennium Trust employees live out the values of Do Right, Excel, Collaborate, Innovate and Celebrate and deliver the brand promise of going "Above and Beyond," so each client experiences the highest level of service.
We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that encourages career development, Millennium Trust is the place for you!
POSITION SUMMARY:
The Senior Operations Analyst plays a key role within the Asset Operations division. The division consists of seven teams: Incoming Transfers, Outgoing Transfers, Asset Services, Incoming Payments, Valuations, Alternative Asset Operations and Traditional Asset Operations. Collectively, these teams are responsible for all transactions and activity associated with holding alternative and traditional assets in custody at Millennium. The Senior Operations Analyst will serve as a subject matter expert in processes performed across the division and assist the Managing Director with project management, process improvement and automation, data analysis, complex problem resolution, training and development and team building. The incumbent will be responsible for various recurring tasks, and back-up the Asset Operations leaders and teams as needed. This role requires the ability to multi-task, manage multiple projects simultaneously, and seamlessly move from function to function.
ESSENTIAL JOB FUNCTIONS:

• Work closely with Managing Director and Asset Operations leaders to identify opportunities to improve processes and streamline workflows
• Participate in and lead select Asset Operations projects using an Agile approach. Responsibilities include but are not limited to collaborating with stakeholders, ensuring innovation in features and design; managing requirements refinement and prioritization; and monitoring velocity of development
• Oversee, plan and coordinate Asset Operations involvement in new business opportunities and product offerings
• Prepare data analysis, and generate and monitor transaction and other activity metrics for departmental planning and periodic reporting to management
• Collaborate with the Learning & Development to build content for Asset Operations functional training
• Coordinate annual SOC and financial audits
• Assist in reviewing and approving transactions, correspondence and other work as needed
• Effectively communicate and utilize sound judgment to resolve or escalate issues that arise
• Respond to inquiries from and maintain effective relationships with internal departments, investment sponsors, custodians and clients
• Ensure that the work generated consistently adheres to Company policies and procedures and meets established service levels
• Other duties as assigned

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:

• Proven ability to be a self-starter, proactive and analytical with the ability to understand the big picture but also dive into relevant details to resolve complex issues
• Exceptional verbal and written communication and interpersonal skills working with all levels of an organization
• Strong aptitude with process flows and project management
• Strong aptitude with numbers and data analysis
• Ability to move from function to function with limited need for instruction
• Ability to think strategically, prioritize appropriately and demonstrate accountability
• Capacity to work independently and make sound decisions
• Demonstrated ability to multi-task and work effectively with a variety of situations, individuals, or groups
• Aptitude to work well under pressure
• Excellent organizational and project management skills with a drive to learn and apply new concepts quickly
• Strong computer aptitude with proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
• Capacity to operate with a high sense of responsibility and conscientiousness in delivering results
• Ability to maintain confidentiality
• Demonstrated collaboration and relationship building skills
• Optimistic with a consistently positive and flexible attitude
• Experience with Salesforce CRM and Agile methodology preferred
• Strong working knowledge of the Trust Accounting System, as well as other internal tracking systems, IRAs, and alternative assets a plus

Check out a video on our Company Culture! Millennium Trust Culture