Operational Efficiency Analyst
Bessemer Trust is seeking a CCO – Operational Efficiency Analyst to join the Data and Tax Operations team. This role focuses on driving technology-enabled process improvements that increase efficiency, strengthen controls, and reduce operational risk within a regulated wealth management environment.
The position plays a key role in modernizing team operational processes and data workflows through automation, data reconciliation, and process standardization, with an emphasis on reducing manual effort and eliminating single points of dependency.
Responsibilities
- Design and implement automation solutions that improve efficiency and consistency across inter-team operational processes and related workflows.
- Reconcile, validate, and analyze data across multiple systems and databases (e.g., Salesforce, EDB).
- Utilize SQL, VBA, and Python to automate reporting, improve data quality, and enhance scalability.
- Monitor data quality and proactively identify anomalies, risks, or control gaps that may impact operational or control effectiveness
- Document and standardize processes to support audit readiness and operational resilience.
- Partner with Operations, Data teams and IT to deliver process enhancements and system changes aligned with approved priorities.
- Participate in system testing, upgrades, and new initiative implementations.
- Translate complex data into clear insights for technical and non-technical stakeholders.
- Manage multiple initiatives concurrently and escalate high-impact issues as needed.
Qualifications
- Bachelor’s degree in information technology, Data Management and Analytics a plus.
- 3+ years of experience in financial services operations, preferably in data...
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