What are the responsibilities and job description for the Operations Analyst position at Nextera Search?
An Investment Management Firm based in New York City is seeking an experienced professional to join their team as an Operations Analyst.
Responsibilities:
- Support trade settlement, operational processing, and reconciliation activities across a variety of investment products
- Coordinate with brokers, counterparties, custodians, and internal teams to ensure timely and accurate transaction processing
- Investigate and resolve trade breaks, cash discrepancies, and operational issues
- Perform daily cash and position reconciliations and maintain accurate operational records
- Assist with fund operations, expense tracking, NAV oversight, and month-end/quarter-end close processes
- Support investor reporting, capital activity, and other operational deliverables as needed
- Contribute to process improvements, workflow automation initiatives, and operational infrastructure enhancements
- Assist with onboarding new accounts, counterparties, and investment structures
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 1–3 years of experience within operations, settlements, middle office, fund operations, or a related financial services environment
- Exposure to investment operations, trade lifecycle management, and reconciliations preferred
- Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
- Proficiency in Microsoft Excel and other Microsoft Office applications
- Experience with financial systems or investment platforms is a plus
- Ability to manage competing priorities in a fast-paced, team-oriented environment
Salary : $90,000 - $105,000