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Operations Analyst

Northbound Executive Search

Our client, a financial services firm based in New York City, is looking for an Operations Analyst to join their team on a hybrid contract basis. The ideal candidate will have 3–6 years of experience supporting middle office, trade operations, or investment operations within a financial services environment.

Responsibilities:

  • Provide day-to-day operational and middle office support for trading and investment activities
  • Support the full trade lifecycle from execution through settlement
  • Monitor trade activity and resolve discrepancies, breaks, and settlement issues
  • Review trade confirmations and ensure transactions are accurately captured and processed
  • Perform daily trade, cash, and position reconciliations
  • Investigate and resolve trade breaks and other operational exceptions
  • Support settlement activities and follow up on failed or delayed trades
  • Liaise with Front Office, Operations, Accounting, Custody, and other internal teams
  • Maintain accurate records and documentation related to trade activity
  • Assist with operational reporting, controls, and process improvements
  • Support ad hoc projects and other operational initiatives as needed

Qualifications:

  • 3–6 years of experience in operations, middle office, trade support, investment operations, or a related function within financial services
  • Strong understanding of the trade lifecycle and post-trade processes
  • Experience with trade reconciliations, settlements, and resolving operational breaks
  • Strong Excel skills and proficiency with financial systems
  • Excellent attention to detail and strong analytical and problem-solving skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong communication skills and ability to work collaboratively across teams
  • Bachelor’s degree required
  • Experience supporting equities, fixed income, or other financial products is a plus
  • Loan operations or loan trading experience is a plus
Vacancy posted 1 day ago
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