Financial Analyst

Job Summary We are seeking a detail-oriented Operations Analyst to join our Private Banking Operations team. This role focuses on collateral monitoring for securities-based lending products, ensuring compliance with bank credit policies and regulatory requirements. The analyst will work closely with internal and external stakeholders to mitigate risk, improve processes, and support client service delivery. Key Responsibilities C oordinate and approve the release of excess collateral and dividend payments Verify loan values in monitoring systems against original underwriting in case of shortfalls Notify branches and collaborate with financial advisors to resolve over-limit situations Provide documentation and information for federal, state, and internal audits Identify and mitigate regulatory risks in securities-based lending products Handle escalated issues from branches, sales desks, and other firm areas Partner with IT and other departments to enhance operational processes Required Qualifications B achelor's degree in Business, Finance, or Economics (work experience in banking/finance may substitute) Experience in securities-based lending preferred Intermediate proficiency in Outlook, Word, and Excel Strong problem-solving and resolution skills Excellent organizational and time management abilities in high-pressure environments Professional oral and written communication skills Superior attention to detail Strong research, analytical, and math skills Ability to prioritize and manage multiple tasks simultaneously Preferred Qualifications Prior experience in brokerage or private banking opera tions Education: Bachelors Degree