2027 Operations Analyst Program - Summer Analyst (AZ, DE, FL, OH, TX)

Be at the heart of running the firm efficiently, effectively, and delivering value for our clients. In the program, you will work in a collaborative environment that teaches you how the Operations function helps deliver core services to the firm and its clients. The goal is to assist you in building a long-term career in our Operations function and help with its continued growth. We are looking for motivated, enthusiastic individuals who want to begin and develop their career in Operations. We are looking for individuals with diverse backgrounds that are excited to learn and identify process opportunities (e.g., automation). 

As a Summer Analyst in the Operations Analyst Program, you will start our 9-week program with comprehensive training to introduce you to our firm, our practices, and our culture. After training, you will join the Operations function within one of our lines of business (Asset & Wealth Management, Commercial & Investment Bank, Consumer & Community Bank or Corporate Functions) to be fully ingrained within your team’s day-to-day activities and make a clear impact for the organization and our clients. You will make an impact in a specific Operations role aligned to our disciplines, which could include Processing/Servicing, Trade/Asset Support, Reporting, or Transformation. The program will give you the opportunity to learn about our operations and develop your career. Students interested in front office, external customer/client interactions, or software engineering will not have their needs met within this program.

You will develop skills that will help you grow within the Operations organization and make increasing impact throughout the program. You will have the opportunity to expand your knowledge in businesses and bank products while driving our business forward. In addition to on-the-job experience, you will have a community of summer analysts, opportunity to attend social events, interaction with senior leaders, and more. This role is a pipeline to our full-time Operations Analyst Program; based on performance and successful completion of the 9-week internship, you may receive an offer of full-time employment.

Your responsibilities will vary based on your assigned office location and role discipline. The responsibilities below align to each of our core role disciplines – Processing/Service, Trade/Asset, Reporting, and Transformation.

Job responsibilities

<Processing/Servicing>

• Assist with the end-to-end management of the client lifecycle, from onboarding through account maintenance. Partner with bankers, underwriters & various other functions to support client financing needs.

• Process, clear, investigate, and service transactions, tickets, and widgets responsibly. 

• Support document review, data reconciliation, and payment processing. Reconcile differences between systems, monitoring reports and ensuring system integrity.

<Trade/Asset Support>

• Analyze reference data to help support trading.

• Troubleshoot client inquiries related to account processing and access issues.

• Ensure the accurate execution of investor tickets and trades, following through to the correct settlement systems. Effectively communicate with counterparties to match off on trades.

<Reporting>

• Support data analytics and reporting for your team and the lines of business you support, alongside other projects such as recertifications of heightened risk sector clients and creating processes that will minimize breaches in data input from the various lines of business.

• Oversee data management, governance, sourcing, control of reference data, and provide operational support.

• Report risk internally and externally, including running different attributions, investigating values, and presenting information to internal clients.

<Transformation>

• Identify process gaps to optimize processes in collaboration with Technology teams. Create Tableau dashboards to assist in reporting.

• Implement AI and Machine Learn