About the Role:
We are looking for a proactive and detail-oriented Junior Operations Analyst to support the Institutional Sales team. This role combines operational execution with reporting and process improvement, making it ideal for someone who thrives in both structured workflows and data-driven problem solving.
You will handle client account requests, reporting, and data integrity checks, while also building Salesforce reports, Tableau dashboards, and process automations that improve efficiency. Working closely with the Senior Operations Manager, you’ll play a key role in ensuring smooth client support and scaling operational excellence.