Operations Analyst

<p>Our client is an investment banking firm. They seek an Operations Analyst to join their Manhattan, NY office.</p><p><br /></p><p><strong>Responsibilities</strong></p><ul><li>Process domestic and international trade allocations, bookings, and settlements across multiple asset classes using electronic trading platforms</li><li>Monitor trade lifecycles from execution through settlement, investigating and resolving exceptions to ensure timely completion</li><li>Reconcile daily trading activity, cash, and position balances while researching and resolving operational breaks</li><li>Maintain client static data, including settlement instructions, account details, commission schedules, and reference data</li><li>Coordinate new client onboarding, account setup, and documentation for institutional clients and managed accounts</li><li>Support regulatory reporting requirements, ensuring accurate transaction reporting and operational compliance</li><li>Collaborate with Trading, Sales, Operations, Technology, Compliance, and external counterparties to resolve trade and settlement issues</li><li>Track production issues, system enhancements, and testing activities, including user acceptance testing for new releases</li><li>Analyze operational workflows and recommend process improvements that increase efficiency, reduce risk, and strengthen controls</li><li>Prepare operational reports, performance metrics, and ad hoc analyses to support business operations and management decision-making</li></ul><p><br /></p><p><strong>Requirements</strong></p><ul><li>Bachelor's degree or higher in Finance, Business, or related discipline</li><li>3+ years of relevant experience in Operations, Middle Office, Settlements, or trade support</li><li>Financial services industry required</li><li>Understanding of the trade lifecycle</li><li>Strong attention to detail and high level of accuracy</li><li>Client‑focused and results‑driven</li><li>Proven self-starter with a high level of motivation and enthusiasm, consistently delivering results</li><li>Excellent verbal and written communication skills</li><li>Series 7 or SIE and Series 99 preferred; must obtain the required licenses within three months of hire</li></ul><p>Please note*: Hours are 8-5pm fully in office during training period. After training, moves to hybrid schedule</p><p><br /></p><p>JobID: 48425</p>