Product Operations Financial Analyst

Role Overview

This entry-level role involves building financial operations experience, processing debt-service payments, reviewing transaction requests, and researching customer questions. The role requires collaboration with clients, teammates, and internal business partners to ensure bond transactions operate according to governing documents.

What You Will Do

Own assigned operational processes, support bond debt-service payments, review requests and documentation, research customer questions, and monitor reports. Communicate with clients and internal partners, coordinate with upstream and downstream teams, and plan ahead to meet deadlines.

Why It Might Be a Fit

Strong attention to detail, ability to manage deadlines, willingness to ask questions and learn new processes, and effective customer service and communication skills are required for success in this role.

Requirements

• Associate’s degree or technical education
• Less than two years of related experience

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals