Verton Solutions Inc · Career opportunity

Operational Analyst.

chicago, IL, United States · Minneapolis, IL, United StatesPosted Sep 30, 2026OnsiteOpen

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About this opportunity

Minneapolis or Milwaukee or Chicago Operational Analyst. This role we need someone who has worked with SEI in past has experience on SWP. If not SEI then look for ("SWP operations" OR "SWP Custody Operations" OR "SWP operation"…

Minneapolis or Milwaukee or Chicago

Operational Analyst.

This role we need someone who has worked with SEI in past has experience on SWP.

If not SEI then look for ("SWP operations" OR "SWP Custody Operations" OR "SWP operation")

Systematic Withdrawal Plan (SWP)

1 role

Location : Minneapolis or Milwaukee or Chicago

Duration 1 year plus

Rate : I need market rate and profiles by today

US bank

Essential Qualification and Work Experience

Bachelor's degree in finance, Accounting,

Commerce, Economics or related field.

1-4 years of experience in: Custody Operations on SWP.

Soft Skills

Demonstrate effective communication skills

Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.

Ability to learn and become an expert in field.

Domain/Technical Skills

Proficient in SWP navigation and client/portfolio-level data research

Skilled in generating and interpreting BOXI reports on SWP for MIS and reporting

Understanding of Capital Markets – Knowledge of Equities, Fixed Income, Traditional Assets, Bonds, Mutual Funds.

Must be knowledgeable in all areas of Microsoft Office including Word, Excel, Access and Outlook.

Preferred Qualification

Preferred Technical Skills

Preference in: Accounting, Finance or Business related field.

B. Position Summary:

The Operations analyst will work in the back office processing area supporting through the banking and advisor client groups. This role requires a self-motivated, goal oriented individual with the ability to manage multiple tasks in a time sensitive delivery schedule.

Essential duties and responsibilities include the following (other duties may be assigned)

Basic processing and/or service activities specific to team function on SWP like -

Process static data amendments (DOB, address, fee package, statement recipients, etc.).

Execute inter-account cash/stock transfers as per client instructions.

Manage recurring and ad-hoc cash disbursements, including dividend and interest payout.

Review and post cash receipts from clients and counterparties.

Interact effectively with multiple operational processing teams.

Maintaining the highest level of confidentiality, quality and privacy.

Manage a time-sensitive delivery schedule.

Other duties as assigned

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