# Tasks & work activities — middle office analyst

Source: O*NET 30.3, occupation 13-1111.00 (Management Analysts).

## Task statements

- **[Core]** Gather and organize information on problems or procedures.
- **[Core]** Analyze data gathered and develop solutions or alternative methods of proceeding.
- **[Core]** Confer with personnel concerned to ensure successful functioning of newly implemented systems or procedures.
- **[Core]** Develop and implement records management program for filing, protection, and retrieval of records, and assure compliance with program.
- **[Core]** Review forms and reports and confer with management and users about format, distribution, and purpose, identifying problems and improvements.
- **[Core]** Interview personnel and conduct on-site observation to ascertain unit functions, work performed, and methods, equipment, and personnel used.
- **[Core]** Document findings of study and prepare recommendations for implementation of new systems, procedures, or organizational changes.
- **[Core]** Prepare manuals and train workers in use of new forms, reports, procedures or equipment, according to organizational policy.
- **[Core]** Design, evaluate, recommend, and approve changes of forms and reports.
- **[Core]** Plan study of work problems and procedures, such as organizational change, communications, information flow, integrated production methods, inventory control, or cost analysis.
- **[Supplemental]** Recommend purchase of storage equipment and design area layout to locate equipment in space available.

## Detailed work activities

- Advise others on business or operational matters.
- Analyze business or financial data.
- Analyze jobs using observation, survey, or interview techniques.
- Conduct scientific research of organizational behavior or processes.
- Confer with personnel to coordinate business operations.
- Develop business or financial information systems.
- Develop procedures to evaluate organizational activities.
- Develop training materials.
- Discuss business strategies, practices, or policies with managers.
- Edit documents.
- Edit written materials.
- Gather organizational performance information.
- Prepare research reports.
- Train personnel in organizational or compliance procedures.