Associate Analyst, Middle Office

Role Summary

Our Global Middle Office (MO) team in our Global Investment Operations (GIO) department is seeking the best and brightest talent who are highly motivated & eager to learn to join our team. Global MO is a top-performing, solutions-oriented service organization that manage investments through the trade lifecycle and oversees record keeping by working closely with our service providers.  The team collectively takes personal ownership of the client experience by providing exceptional, pro-active engagements across all our functions.

Responsibilities

We are seeking talented individuals with the desire to grow & learn as an Associate Analyst within one of the following areas:

• Trade Management: This role supports trade management functions for Equity, Fixed Income, Derivatives, and Bank Loan Trades including margin services and onboarding.
• Distribution and Funding: This role plays the part of supporting our venture capital receipts/distribution management service, including Cash Management and Securities Lending,
• Reference Data Services: This role includes support for security, account, broker, and derivatives reference data services.
• Risk and Controls: This role provides oversight support for Investment Book of Record (IBOR) accuracy and risk initiatives to streamline operational processes.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant work experience

Preferred:

• At least 6+ months relevant experience preferred
• Strong attention to detail
• Knowledge of Trading Support, MO products, and third-party vendor oversight
• ETF Operations and Collateral Loan Obligations (CLO) Fund Operations Experience
• Technical skills – knowledge of MO systems (i.e. Charles River IMS, SQL or similar)
• Ability to manage competing priorities and deadlines
• Ability to collaborate in a team environment and build strong relationships with Front Office
• Initiatives taking, process improvement experience
• Adept at managing complex issues, identifying alternative solutions and recommendation
• Strong written and verbal communication skills

Finra Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).