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
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