Operations Analyst Resume Sample

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Operations Analyst Resume Sample

David Smith
Operations Analyst


Methodical Operations Analyst well-versed in gathering and organizing data. Expertise in Client Service offering prompt and quality service whenever required. Practiced at reporting relevant financial information to facilitate strategic planning. Offering 4+ years of experience and strong desire to make a positive impact on business operations.


Work Experience 

Operations Analyst
Wells Fargo

September, 2017 – Till Date

  • Responsible for providing financial information to clients by adequate Primary/Secondary Research from various sources.
  • Responsible for client on-boarding – Actively managing client accounts and having frequent calls with account managers to ensure that financial information is correct and up to-date.
  • Researching on entities primarily on SEC, US registry sites for ensuring their legal names and jurisdictions as per AML/KYC norms.
  • Facilitate the on-boarding of bank, financial institutions, Fund managers etc. to our platform MCPM (Markit Counterparty Manager) from sales. • Uploading, Managing Funds and Documents for the clients.
  • Perform corporate action and due diligence on entity-level with the help of proper documents & validate them before making any changes.
  • Compliance with Dodd Franks protocols, ISDA Amends, and Canadian Representations Letters.
  • Understand client mapping requirements for data, questionnaire purposes, and facilitate entering that information into the system.
  • Actively speak with customers to ensure they understand how to use the functionality of the MCPM on a real-time basis.
  • Provide front line daily support for all clients including the capture of bugs and enhancements.
  • Conduct follow-ups for client outreach based on SLAs as necessary.
  • Driving new functionalities/regulations, updating SOP‘s, and providing KT sessions to onshore/offshore teams.

Associate Business Analyst
UnitedHealth Group

Formulating actual & projected business requirements as per SDLC approach, providing the same to senior management for effective decision-making.

  • Using various Business strategies, as per Company Standards to implement business process useful for the projects.
  • Analyzing requirements and preparing Business Requirement Document (BRD), gap analysis, documents and test artifacts. • Raising defects to the development team through JIRA by conducting manual testing and keeping a track on the progress.
  • Preparation of Requirement Traceability Matrix/ Test Scenarios for new functionalities to be implemented.
  • Analyzing the risk involved and the areas that would be affected using SWOT analysis.
  • Execution & preparation of test cases in an efficient manner, to ensure error-free delivery to UAT (User Acceptance Testing) using regression testing.
  • Preparing weekly/daily MIS reports by fetching data from Application System (AS 400) IBM I series.


The University of Texas at Dallas

The University of Illinois at Chicago


  • French
  • English
  • German
  • Chines