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Job Description
Structured overview of role & requirementsAbout This Role
Produce daily operational deliverables related to positions, trades, and cash per client SLAs.
Evaluate cash flows, financing, risk of investment products including derivatives, debt, and private equity.
Analyze and resolve operational issues, prepare reports, support client migrations, and mentor junior staff.
Minimum Requirements
Bachelor’s Degree from an accredited college or university.
2+ years experience in Financial Services with exposure to P&L reporting or operations processing.
Product knowledge of domestic, global, and OTC security markets, fixed income, and derivatives.
Strong proficiency in Microsoft Office, especially Excel.
Ideal Candidate Profile
Experience working in financial services operations with exposure to hedge funds and alternative asset products.
Ability to manage time effectively, prioritize tasks, and meet deadlines in a fast-paced environment.
Capable of building and maintaining positive relationships with stakeholders and coaching junior team members.