Job Description

We are seeking a detail-oriented and motivated Operations Analyst to join our Capital Markets Operations team, focusing on trade settlement and operational support across multiple asset classes. This individual will play a crucial role in ensuring timely and accurate settlement of trades, managing suspense account reconciliations, and collaborating with internal and external stakeholders. The ideal candidate is eager to learn, adaptable in a dynamic environment, and possesses a strong foundation in financial operations.

Top Skills

• Bachelor’s degree in finance, Business, Economics, or related field.
• 1+ years of experience in finance, operations, or financial services.
• Strong proficiency in Microsoft Excel; knowledge of Alteryx is a plus.

Key Responsibilities

• Support the trade lifecycle by managing trade settlement processes across various asset classes, including equities, fixed income (Government, Municipal, International), and other securities.
• Serve as a liaison between trading desks, advisors, and core settlement teams to ensure efficient resolution of settlement issues.
• Reconcile suspense accounts and ensure financial records are balanced and accurate.
• Communicate effectively with business units, financial advisors, compliance, and external counterparties to resolve trade discrepancies.
• Analyze and implement operational process improvements, supporting both “Change the Bank” and “Run the Bank” initiatives.
• Work closely with Technology and other Operations teams to define requirements and deliver solutions for operational enhancements.
• Prioritize tasks in a high-volume, time-sensitive environment while maintaining strong attention to detail.
• Adapt to evolving business needs with a mindset focused on continuous improvement and innovation.

Qualifications

• Bachelor’s degree required.
• Minimum 1 year of experience in financial services, particularly within trade operations or settlement processing.
• General understanding of financial markets, investment products, and trade settlement workflows.
• Familiarity with trade settlement systems and platforms (e.g., DTCC, Fed, international market protocols)
• Excellent verbal and written communication skills.
• Strong analytical, problem-solving, and reasoning abilities.
• Self-starter with a high level of accountability and ownership mindset.
• Ability to manage multiple priorities and work both independently and collaboratively in a team setting.
• Demonstrated time management skills with the ability to meet tight deadlines
• Proficiency in Microsoft Excel; Alteryx or other data transformation tools a plus.

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