Demo

Operations Associate

Mission Staffing
York, NY Full Time
POSTED ON 4/8/2026
AVAILABLE BEFORE 5/7/2026

Responsibilities:

  • Monitor, analyze, and reconcile trading accounts on a daily basis by liaising with prime and executing brokers
  • Reconcile accounts across counterparties, trading systems, and internal portfolio accounting systems (including cash, positions, activity, and dividend accruals/payments)
  • Review and reconcile non-trade activity such as corporate actions, dividends, interest, commissions, fees, and asset servicing events
  • Analyze and monitor financing charges across accounts
  • Maintain counterparty issue logs, coordinate review meetings, and drive issue resolution to completion
  • Conduct root cause analysis on operational breaks, recommend solutions, and document technical requirements
  • Partner with technology teams to support user testing and implementation of system and process enhancements
  • Identify and implement process improvements across operations workflows
  • Collaborate cross-functionally with teams including Production Monitoring, Treasury, Accounting, and Tax
  • Support operational onboarding of new markets, products, and funds



Requirements

  • Bachelor’s degree in finance, information systems, mathematics, or another analytical/technical field
  • 2 years of experience in financial services
  • Prior experience at a top-tier investment firm, investment bank, or fund administrator preferred
  • Strong understanding of the trade lifecycle
  • Exposure to equities and equity derivatives preferred
  • Corporate actions processing experience is a plus
  • Advanced Excel and strong data analysis skills

Salary : $100,000 - $135,000

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