Operations Analyst
Linedata is seeking a detail-oriented professional to join our Client Services organization as an Operations Analyst, supporting a range of administrative, operational, compliance, and client-facing activities. This is a six-month contract-to-hire opportunity, with the potential to convert to a full-time Linedata position based on performance and business needs. This is a hands-on role for someone who is organized, responsive, and comfortable working across multiple workstreams. The Operations Analyst will interact with clients and internal teams and will gain exposure to compliance, audit readiness, regulatory documentation, and global operations within the financial services industry.
About the Role
The Operations Analyst will interact with clients and internal teams and will gain exposure to compliance, audit readiness, regulatory documentation, and global operations within the financial services industry.
Responsibilities
Support client-facing administrative and operational processes
Participate in weekly status meetings with clients and internal stakeholders
Maintain compliance trackers, calendars, documentation, and related operational records
Assist with audit readiness and regulatory documentation, including KYC/AML and third-party documentation
Track user access, training requirements, reporting updates, and other client or operational requirements
Follow up on outstanding items and help ensure deadlines and deliverables are met
Coordinate information across internal teams and support communication with clients
Collaborate closely with Linedata's Global Services team
Assist with additional operational and administrative projects as needed
Qualifications
Bachelor’s degree in Business, Finance, Operations, or a related field required
Must be authorized to work in the United States on an ongoing basis without employer sponsorship now or in the future
Strong organizational and administrative skills
Excellent attention to detail and follow-through
Ability to manage multiple priorities, deadlines, and workstreams
Strong written and verbal communication skills
Comfortable working directly with clients and internal stakeholders
Ability to maintain accurate documentation and track action items
Proficiency with Microsoft Office applications, including Excel, Outlook, and PowerPoint
Experience in operations, compliance, client services, or financial services is a plus
Experience supporting audit, KYC/AML, regulatory, or third-party documentation processes is a plus
Required Skills
Bachelor’s degree in Business, Finance, Operations, or a related field required.
Strong organizational and administrative skills
Excellent attention to detail and follow-through
Ability to manage multiple priorities, deadlines, and workstreams
Strong written and verbal communication skills
Comfortable working directly with clients and internal stakeholders
Ability to maintain accurate documentation and track action items
Proficiency with Microsoft Office applications, including Excel, Outlook, and PowerPoint
Preferred Skills
Experience in operations, compliance, client services, or financial services is a plus
Experience supporting audit, KYC/AML, regulatory, or third-party documentation processes is a plus
Pay Range: $25.00–$30.00 per hour
Why Join Linedata:
Six-month contract-to-hire opportunity with potential conversion to a full-time position. Gain hands-on experience in client operations, compliance, and audit-readiness processes. Work directly with financial institutions and experienced internal stakeholders. Collaborate with global teams across Linedata. Build broad operational experience across multiple business and client-facing functions. Join a collaborative and entrepreneurial environment with opportunities for professional growth.
Equal Opportunity Statement
Linedata does not accept unsolicited resumes from recruitment agencies. Please do not forward candidate profiles or resumes without a signed agreement in place. Any unsolicited submissions will be considered the property of Linedata. We recognize, celebrate, and seek to increase diversity across our organization. We believe diversity strengthens organizations and contributes to better performance. It is an integral part of how we do business and an important component of our continued success. As an international organization, we also believe our workforce should reflect the clients and local communities we serve. Linedata is an Equal Opportunity Employer. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, as well as all other applicable employment laws and regulations. It is our intent to maintain a work environment free from harassment, discrimination, or retaliation based on an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, age, sexual orientation, veteran and/or military status, protected medical leave, domestic violence victim status, political affiliation, or any other status protected by applicable federal, state, or local law.
- Department
- Operations
- Locations
- Charlotte
- Remote status
- Hybrid
- Employment type
- Contract