Delivery Operations Analyst

This is a fully remote position, open to applicants in New York.

📋 Description

• Engage directly with clients through external Slack channels during the data ingestion process, leading investigations, reconciling balances, and addressing missing volume issues in collaboration with the Enterprise Success Consultant.

• Navigate large, intricate client datasets to pinpoint discrepancies, uncover root causes, and generate actionable outputs that advance progress rather than simply highlight issues.

• Serve as a specialist resource for data-related challenges within Core and Broker delivery workflows, maintaining a thorough understanding of the clients and datasets you are most familiar with.

• Assist the Advisory team in operational workflows, including regular reconciliation, data validation, and resolving exceptions.

• Actively utilize AI tools to accelerate investigations, automate repetitive data tasks, and enhance team efficiency.

• Transform open issues into concise, well-defined requests—providing sufficient context for the next person to take over seamlessly.

• Maintain high-quality documentation: process notes, issue summaries, handoff materials, and any other resources that ensure work is predictable and easily transferable.

• Identify blockers and risks early, coordinate across teams while retaining context, and apply sound judgment on when to resolve issues directly versus escalating them.

⛳️ Requirements

• Strong instincts as a data analyst—you can independently investigate problems rather than merely flag them.

• Proficient Excel skills and comfort in handling large, complex datasets.

• Proficiency with AI tools—you leverage them to enhance speed and efficiency, rather than using them as mere novelties.

• Clear and precise communication skills—whether in a client Slack channel, a handoff note, or a scoped request.

• Experience in a delivery, operations, or client-facing role where data accuracy is essential.

• Ability to juggle competing priorities without sacrificing attention to detail or clarity.

• Comfort in collaborating across teams in a fast-paced environment where not everything is perfectly defined.

• A background in reconciliation, digital assets, or scripting/automation is advantageous—curiosity about the field is valued more than formal credentials.

🏝️ Benefits

• Remote or hybrid working options.

• 25 days of paid holiday in addition to bank holidays.

• One extra day of annual leave per year, up to a total of 30 days.

• Day off for your birthday.

• Access to mental health resources, wellbeing programs, and professional coaching.

• Family-friendly policies.

• Fitness and wellness budget.

• MacBook Pro provided.

• $200 budget for home office setup.

• Training and development budget available.

• Additional benefits may vary depending on location.