Operations Associate
Job Title: Operations Associate
Location: New York, NY (Hybrid)
Salary: $95k - $125k + Bonus
Summary:
We're partnering with a leading Universal broker dealer to hire a talented Operations Associate to join their expanding team. In this role, you'll support clients throughout the full trade life-cycle. The ideal candidate will have a strong understanding of global market settlement processes and hands-on experience in client trade support functions.
In this role you will be responsible for:
- Manage full trade life-cycle across multiple asset classes, including booking, allocation, confirmation, and settlement for both domestic and international markets.
- Deliver accurate trade confirmations and ensure regulatory compliance.
- Maintain client static data and support onboarding, including account setup, documentation, and vendor coordination.
- Perform daily cash and trade reconciliations, manage fund movements, and provide audit-ready reporting.
- Resolve trade breaks, discrepancies, and fails in coordination with internal teams and counter-parties.
- Optimize fund distribution using algorithms and calculate monthly interest payments with partner banks.
- Drive process improvements and automation efforts.
The ideal candidate will have the following qualifications and skills:
- 3+ YOE in operations within broker-dealers, hedge funds, large banks or asset managers
- Bachelor's degree in finance, economics or a related field
- Series 99 or Series 7
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.