Middle Office Equity Analyst

Our client, a well-known Financial Services firm in New York, NY, is looking for a Middle Office Analyst to join its team!

Responsibilities

• Execute middle-office functions, including reconciliations, settlements across international markets, collateral and cash management.
• Conduct validation processes by monitoring and documenting exceptions, maintaining data integrity, and continuously re-engineering processes for greater efficiency.
• Oversee client and compliance operations, including preparing client invoices, calculating fees, managing account settlements, and compiling both internal and external reports.
• Liaise with third-party service providers and internal technology teams to ensure seamless system support and operational continuity.
• Collaborate with team members by documenting workflows, sharing product knowledge, and assisting with all team functions as needed.
• Drive continuous process improvement by enhancing efficiency and automation in collaboration with the technology team.
• Strengthen existing controls and implement new measures to mitigate operational risks.

Qualifications

• Bachelor’s degree
• High level of accuracy and attention to detail
• Intermediate Excel skills