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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