Financial Operations Specialist

3 weeks ago


New York, New York, United States ApTask Full time

ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work.

As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management.

With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development.

As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries.

The Syndicate Operations team handles operational support for SPG and Municipals transactions.

The candidate will be expected to run point on sizable and complex transactions for the team and manage multiple aspects of the new issuance process from deal structuring through settlement.

The role involves exposure and interaction with the business on important transactions for the Firm.

The candidate must be able to demonstrate a strong understanding of risks associated with a transaction and the ability to have strong judgement around timely escalation to ensure appropriate resolution.

The team works closely with the Fixed Income Division and developing a strong partnership with business partners is essential to the role.

There is direct interaction and coordination, often at senior levels, with the Syndicate Desk, BCU, and Coverage teams.

The role also requires coordination with external vendors, including DTCC, Transfer/Paying Agents, Financial Advisors and external counsel.

The candidate needs to demonstrate the ability to identify process improvements and help implement solutions to address them.

Prior experience in a Trade Support, Syndicate Operations, or an Operations role is beneficial.

Ability to manage risk and escalate timely.

Confidence to drive discussions with senior stakeholders across multiple divisions, including Fixed Income, Legal, Compliance, Finance and Operations' management.

Deliver process improvements and control framework uplift for a space that is manual.

Must be proficient in MS Office products, including Excel and Power Point.



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