Finance - Middle Office Analyst I

Apex Systems; Pittsburgh (Allegheny County); Hybrid; USD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision insurance

401K with company match

Employee stock purchase plan (ESPP)

Health Savings Account (HSA)

Counseling and support programs

Zusammenfassung

Everforth Apex is seeking a detail‑oriented Middle Office Operations Analyst in Pittsburgh to provide accounting and trading support for investment funds. You will handle derivatives operations, maintain accurate records, and leverage AI tools to improve efficiency.

The role requires strong Excel skills, a solid understanding of derivatives, and the ability to meet tight deadlines in a financial services environment.

Qualifikationen

• Bachelor’s degree or an equivalent combination of education and relevant professional experience.
• Proficiency with Microsoft Excel and other Microsoft Office applications.
• Strong analytical, organizational, and problem‑solving skills.
• Ability to understand financial markets, operational processes, and derivatives concepts.
• Willingness to work with AI‑enabled tools.
• Ability to work effectively in a deadline‑driven financial‑services environment.

Aufgaben

• Provide accounting and trading support for funds of moderate complexity.
• Assist with daily exchange‑traded derivatives and cleared over‑the‑counter derivatives troubleshooting activities under supervision.
• Track fund data, account activity, and trades with accurate records.
• Review documents processed across the organization to verify compliance with established processes and procedures.
• Confirm that transactions and documentation have been processed accurately and with appropriate risk controls.
• Monitor relevant email queues and respond to operational escalations.
• Support account setup activities and other business needs as assigned.
• Identify potential process failures and prepare error reports for internal teams or clients.
• Apply knowledge of compliance requirements, service‑level agreements, and operational procedures to daily responsibilities.
• Use Excel, Microsoft Office, and AI‑enabled tools to support analysis, reporting, and process efficiency.

Kenntnisse

Excel

Analytical thinking

Attention to detail

AI-enabled tools

Deadline-driven

Ausbildung

Bachelor’s degree or equivalent

Tools

Microsoft Office

AI-enabled tools

Jobbeschreibung

Job#: 3055161

Job Description:

Middle Office Operations Analyst

Position Overview

We are seeking a detail‑oriented Middle Office Operations Analyst to provide accounting and trading support for investment funds of moderate complexity. This position supports daily derivatives and margin‑related operations, reviews financial documentation, monitors account activity, and helps identify and resolve operational issues.

The ideal candidate has strong Microsoft Excel and Office skills, an aptitude for understanding derivatives markets, and an interest in using AI‑enabled tools to improve productivity and operational processes.

Key Responsibilities

• Provide accounting and trading support for funds of moderate complexity.
• Contribute to daily exchange‑traded derivatives and cleared over‑the‑counter derivatives troubleshooting activities under the supervision of a team lead or manager.
• Track fund data, account activity, and trades while maintaining accurate records in accordance with departmental policies and procedures.
• Review documents processed across the organization to verify compliance with established processes and procedures.
• Confirm that transactions and documentation have been processed accurately and with appropriate risk controls.
• Monitor relevant email queues and respond to operational escalations.
• Support account setup activities and other business needs as assigned.
• Identify potential process failures and prepare error reports for internal teams or clients.
• Apply knowledge of compliance requirements, service‑level agreements, and operational procedures to daily responsibilities.
• Use Excel, Microsoft Office, and AI‑enabled tools to support analysis, reporting, and process efficiency.

Required Qualifications

• Bachelor’s degree or an equivalent combination of education and relevant professional experience.
• Proficiency with Microsoft Excel and other Microsoft Office applications.
• Strong analytical, organizational, and problem‑solving skills.
• Ability to understand financial markets, operational processes, and derivatives concepts.
• Attention to detail and the ability to review moderately complex financial documentation.
• Willingness and ability to work with AI‑enabled tools.
• Ability to work effectively in a deadline‑driven financial‑services environment.

Preferred Qualifications

• Previous experience in financial services.
• Experience supporting mutual funds or other investment products.
• Knowledge of margin operations.
• Experience with derivatives, including exchange‑traded derivatives or cleared over‑the‑counter derivatives.
• Familiarity with middle‑office operations, trade support, account setup, and operational risk controls.

Work Arrangement

• Location: Pittsburgh, Pennsylvania
• Schedule: Hybrid, with four days in the office and one day working remotely per week
• Working hours: 7:30 a.m. to 4:30 p.m.
• Contract duration: 12 months
• Potential extension: The assignment may be extended or converted to a permanent position based on business needs and individual performance.

Company Culture

Everforth Apex is a world‑class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Benefits Overview

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on‑demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Equal Opportunity Statement

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

Accommodation

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804‑523‑8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

Transparency in Coverage

UnitedHealthcare creates and publishes the Transparency in Coverage Machine‑Readable Files on behalf of Everforth Apex Systems.

Contact & Company Information

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060