Senior Operations Associate
4 weeks ago
Our client is seeking a Senior Operations Associate.
You will ideally be currently working for a large institutional broker dealer, a hedge fund or another registered investment advisor.
The client is a very large and growing RIA and has a unique and dynamic environment.
You will be part of a large team supporting Portfolio Managers for all investment related operations & middle office processes
Your role:
- Interacting with banking and other counterparty relationships to price securities, facilitate trade execution, and solve operational issues
- Coordinating with different internal groups, including Portfolio Managers and Accounting Team, to ensure smooth functioning of various operational processes
- Dealing with trade execution and account reconciliation
- Facilitating monthly client reporting and presentation process
- Generating trade instructions
Qualifications
- 3+ years' work experience in financial services with strong knowledge of financial products and markets
- 3+ years of Securities operations experience gained in an RIA, Hedge Fund or Institutional Broker/Dealer
- Strong knowledge of Excel, PowerPoint, and Bloomberg
- Excellent communication skills; both verbal and written along with superior math skills
- An undergraduate degree in business, finance, accounting, engineering, or related degree preferred
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