Operations Associate, Cash Equities

Job Description

A Financial Services Firm based in New York City is seeking an experienced professional to join their team as Operations Associate, Cash Equities.

Responsibilities

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• Support post-trade activity from transaction entry through final settlement
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• Review transaction details and resolve processing, booking, allocation, and settlement discrepancies
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• Perform daily reconciliations of trades, positions, and cash across internal and external records
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• Coordinate with internal teams and third-party service providers to facilitate accurate and timely transaction processing
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• Monitor pending activity and address failed, delayed, or partially completed transactions
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• Assist with security-related events that affect open positions or cash activity
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• Identify and escalate operational issues that may affect investment activity or reporting
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• Maintain accurate records and reporting for transaction activity, exceptions, and outstanding items
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• Partner with business and technology teams to strengthen workflows, controls, and data quality
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• Support new products, counterparties, and operational initiatives as needed
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• Identify opportunities to reduce manual processes and improve scalability
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• Ensure adherence to internal policies, established procedures, and applicable industry requirements
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Qualifications

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• Bachelor’s degree required
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• 3–8+ years of experience in investment operations, trade support, transaction processing, or a related financial-services function
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• Understanding of transaction lifecycles and post-trade processes
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• Experience with trade processing, reconciliations, settlements, and exception resolution
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• Familiarity with financial-market participants and third-party service providers
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