Solutions operator job description
Updated March 14, 2024
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Example solutions operator requirements on a job description
Solutions operator requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in solutions operator job postings.
Sample solutions operator requirements
- High school diploma or equivalent
- Strong technical aptitude
- Excellent problem-solving skills
- Ability to work under pressure and meet deadlines
Sample required solutions operator soft skills
- Strong communication skills
- Ability to work collaboratively with team members
- Adaptability to changing priorities and tasks
- Excellent time-management skills
- Strong attention to detail and accuracy
Solutions operator job description example 1
BNY Mellon solutions operator job description
At BNY Mellon, our data-centric service model helps provide clients with clean, scrubbed information to support the investment process, from post-trade execution to client communications. Our Investment Operations solution is a full lifecycle of investment activities through an integrated data, technology and operations model that supports all product types. Offering a full spectrum of services: trade support, derivatives and collateral management, bank loan support, investment book of record (IBOR), investment performance, and data management.
The Trade Support team is the first touch point for our clients' investment activity. We work hand and hand with our investment manager clients, internal teams, custodians, and brokers to capture, confirm, communicate, and settle executed trade activity. Our team provides analytical services to ensure all the activity is processed timely and accurately to meet client and market deadlines.
Under minimal supervision, performs moderately complex functions supporting trading, client services, and accounting activities including trade communication, processing, and settlement. Reviews high volumes of client trade activity where established procedures are followed. Leverages some knowledge of processes of procedures to confirm findings and analyses unique scenarios to determine solutions for more complex issues.
Role-Specific Responsibilities
* Trade life-cycle management - using systematic tools to capture executed trades (i.e Equity, Fixed Income, FX, and derivatives products) from the clients and communicate/confirm this activity to the 'street': custodians, brokers, and other interested parties
* Research exceptions to ensure all activity is accurately processed and delivered by market deadlines
* Trade settlement - analyse failed trades and work with all parties to quickly resolve trade settlement issues
* Get involved on projects: with clients as their investment strategies shift and internally to increase efficiency and decrease risk
Standard Job Responsibilities
Under minimal supervision, provides trading support activities for funds of moderate complexity. Performs reviews of moderately complex documents processed from across the Bank to confirm compliance with established processes and procedures. Under minimal supervision, performs moderately complex functions supporting trading and client services activities including trade processing and settlement. Using systematic and analytical tools to ensure established procedures are followed and minimal risk is taken on with regards to timely and accurate trade capture, confirmation, communication, and settlement. Maintains records of moderate complexity in accordance with department policies and procedures. Work closely with team members at all levels. Searches for fail points in processes and drafts reports to be provided to clients. Has some knowledge of compliance rules and service level agreements. Escalates external errors. Correction of internal errors is at the discretion of the client. Uses some knowledge of what constitutes an exception to review and identify exceptions in documentation. Confirms findings with more senior team members. If exceptions are found, checks against review guidelines to see if internal and client procedures were followed. Prepares system-generated reports or templates and conducts general data validation and reconciliation. Reviews work of junior team members. No direct reports. Provides guidance to less experienced Middle Office support staff, as needed. Responsible for the quality and completion of own work.
Qualifications
* High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree a plus, mutual fund industry background preferred. 2-3 years of total work experience preferred. Experience in accounting support or the mutual fund industry preferred.
Preferred Qualifications
* Intermediate to advanced understanding of Excel.
* High level of communication skills.
* Remain organized and be able to handle multiple priorities
* Work independently but also be a helpful teammate.
* Comfortable asking questions to gain understanding on any area where understanding is limited.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
The Trade Support team is the first touch point for our clients' investment activity. We work hand and hand with our investment manager clients, internal teams, custodians, and brokers to capture, confirm, communicate, and settle executed trade activity. Our team provides analytical services to ensure all the activity is processed timely and accurately to meet client and market deadlines.
Under minimal supervision, performs moderately complex functions supporting trading, client services, and accounting activities including trade communication, processing, and settlement. Reviews high volumes of client trade activity where established procedures are followed. Leverages some knowledge of processes of procedures to confirm findings and analyses unique scenarios to determine solutions for more complex issues.
Role-Specific Responsibilities
* Trade life-cycle management - using systematic tools to capture executed trades (i.e Equity, Fixed Income, FX, and derivatives products) from the clients and communicate/confirm this activity to the 'street': custodians, brokers, and other interested parties
* Research exceptions to ensure all activity is accurately processed and delivered by market deadlines
* Trade settlement - analyse failed trades and work with all parties to quickly resolve trade settlement issues
* Get involved on projects: with clients as their investment strategies shift and internally to increase efficiency and decrease risk
Standard Job Responsibilities
Under minimal supervision, provides trading support activities for funds of moderate complexity. Performs reviews of moderately complex documents processed from across the Bank to confirm compliance with established processes and procedures. Under minimal supervision, performs moderately complex functions supporting trading and client services activities including trade processing and settlement. Using systematic and analytical tools to ensure established procedures are followed and minimal risk is taken on with regards to timely and accurate trade capture, confirmation, communication, and settlement. Maintains records of moderate complexity in accordance with department policies and procedures. Work closely with team members at all levels. Searches for fail points in processes and drafts reports to be provided to clients. Has some knowledge of compliance rules and service level agreements. Escalates external errors. Correction of internal errors is at the discretion of the client. Uses some knowledge of what constitutes an exception to review and identify exceptions in documentation. Confirms findings with more senior team members. If exceptions are found, checks against review guidelines to see if internal and client procedures were followed. Prepares system-generated reports or templates and conducts general data validation and reconciliation. Reviews work of junior team members. No direct reports. Provides guidance to less experienced Middle Office support staff, as needed. Responsible for the quality and completion of own work.
Qualifications
* High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree a plus, mutual fund industry background preferred. 2-3 years of total work experience preferred. Experience in accounting support or the mutual fund industry preferred.
Preferred Qualifications
* Intermediate to advanced understanding of Excel.
* High level of communication skills.
* Remain organized and be able to handle multiple priorities
* Work independently but also be a helpful teammate.
* Comfortable asking questions to gain understanding on any area where understanding is limited.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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Solutions operator job description example 2
The Home Depot solutions operator job description
**This Co-Op would requires 3 rotations with full time employment in each. The rotation is Spring 2023, Fall 2023 and Summer 2024.**
**POSITION PURPOSE**
The Co-Op student will work in Merchandising Solutions and will be rotated through three different functions of Home Depot Merchandising each semester. The co-op will work in Supplier Collaboration, Pricing, and Assortment Planning.
In Supplier Collaboration they will own a Supplier Review and Execution Process for a specific product category either in Décor, Hardlines, or Building Materials. They will learn how suppliers understand their performance and leverage the Supplier Analytics Program to drive sales and inventory productivity. Their focus will be on curating viable business recommendations with suppliers, presenting and gaining buy in from Merchants and the ecosystem, and executing these across stores and online.
In Pricing they will own a major portion of the analytics that power a Pricing Strategic Review for a specific product category either in Décor, Hardlines, or Building Materials. The focus will be on understanding the business, pricing strategy, how price can be used as a lever in pursuit of that strategy, and the setup, design, and rollout of pilot programs to improve performance of the business area.
In Assortment Planning they will own a Product Line Business Review either in Décor, Hardlines, or Building Materials. The purpose will be to develop and help drive the overall merchandising strategy for the assigned product category. The focus will be to conduct analytics and present recommendations for store clustering, product adds/drops/keeps, space optimization, and overall financial impact of the Business Review.
The co-op student will have 1-2 large projects to complete during each rotation. The co-op works in a team environment as an individual contributor. It is expected that the Co-Op will return for three semesters to complete the full rotation of each of our merchandising business functions.
**MAJOR TASKS, RESPONSIBILITES AND KEY ACCOUNTABILITIES**
80%-Dedicated to a particular project for the term
20%-Working on Ad-hoc projects and task as they arise
**NATURE AND SCOPE**
This position reports to Merchandising Solutions Manager
This position has no Direct Reports
**ENVIRONMENTAL JOB REQUIREMENTS**
**Environment: **
Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.
**MINIMUM QUALIFICATIONS**
Must be eighteen years of age or older.
Must be legally permitted to work in the United States.
**Additional Minimum Qualifications:**
**Education Required:**
Enrolled in Business Administration or Industrial Engineering
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
**POSITION PURPOSE**
The Co-Op student will work in Merchandising Solutions and will be rotated through three different functions of Home Depot Merchandising each semester. The co-op will work in Supplier Collaboration, Pricing, and Assortment Planning.
In Supplier Collaboration they will own a Supplier Review and Execution Process for a specific product category either in Décor, Hardlines, or Building Materials. They will learn how suppliers understand their performance and leverage the Supplier Analytics Program to drive sales and inventory productivity. Their focus will be on curating viable business recommendations with suppliers, presenting and gaining buy in from Merchants and the ecosystem, and executing these across stores and online.
In Pricing they will own a major portion of the analytics that power a Pricing Strategic Review for a specific product category either in Décor, Hardlines, or Building Materials. The focus will be on understanding the business, pricing strategy, how price can be used as a lever in pursuit of that strategy, and the setup, design, and rollout of pilot programs to improve performance of the business area.
In Assortment Planning they will own a Product Line Business Review either in Décor, Hardlines, or Building Materials. The purpose will be to develop and help drive the overall merchandising strategy for the assigned product category. The focus will be to conduct analytics and present recommendations for store clustering, product adds/drops/keeps, space optimization, and overall financial impact of the Business Review.
The co-op student will have 1-2 large projects to complete during each rotation. The co-op works in a team environment as an individual contributor. It is expected that the Co-Op will return for three semesters to complete the full rotation of each of our merchandising business functions.
**MAJOR TASKS, RESPONSIBILITES AND KEY ACCOUNTABILITIES**
80%-Dedicated to a particular project for the term
20%-Working on Ad-hoc projects and task as they arise
**NATURE AND SCOPE**
This position reports to Merchandising Solutions Manager
This position has no Direct Reports
**ENVIRONMENTAL JOB REQUIREMENTS**
**Environment: **
Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.
**MINIMUM QUALIFICATIONS**
Must be eighteen years of age or older.
Must be legally permitted to work in the United States.
**Additional Minimum Qualifications:**
**Education Required:**
Enrolled in Business Administration or Industrial Engineering
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
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Updated March 14, 2024
Updated March 14, 2024