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Operations Associate, Cash Equities

Full-time

Nextera Search

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

Responsibilities

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

Qualifications

  • Bachelor’s degree required
  • 3–8+ years of experience in investment operations, trade support, transaction processing, or a related financial-services function
  • Understanding of transaction lifecycles and post-trade processes
  • Experience with trade processing, reconciliations, settlements, and exception resolution
  • Familiarity with financial-market participants and third-party service providers
Vacancy posted 4 days ago
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