Senior Securities Operations

4 weeks ago


Miami, United States Ascendo Resources Full time

Our client is a Registered Investment Advisor and they are seeking a Senior Operations Associate.

The successful candidate will be responsible for supporting the firm’s Portfolio Managers for all investment-related operational 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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