Operations Associate


New York
Permanent
USD95000 - USD125000
Finance and Accounting
PR/552258_1752082987
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

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