Finance Operations Associate - Middle Office & Automation

Mission Staffing; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

A leading asset management firm is seeking an Associate to join their middle office operations team in New York. The ideal candidate will have a Bachelor's Degree in Finance and 2-3 years of experience in financial services. Responsibilities include managing portfolios, reconciling cash and positions, and developing efficient processes. This full-time role requires strong technical skills and attention to detail.

Qualifications

• 2-3 years of experience in the financial services industry, fund or administrator experience preferred.
• Ability to communicate with diverse groups at all organization levels.
• Comfortable adapting to work independently and collaboratively.

Responsibilities

• Assist in managing and reconciling activities across various portfolios.
• Work with administrators and prime brokers to reconcile cash and positions.
• Help develop processes to increase efficiency and automation.
• Assist with daily trade management including trade entry and portfolio pricing.
• Interact with internal teams and third-party service providers.

Skills

Financial services knowledge

Automation mindset

Technical comfort with systems

Advanced Excel skills

Detail oriented

Education

Bachelor’s Degree in Finance or relevant field

Tools

FIS VPM

PortfolioBI’s OMS

Various Citco systems

Job description

A leading asset management firm is seeking an Associate to join their middle office operations team in New York. The ideal candidate will have a Bachelor's Degree in Finance and 2-3 years of experience in financial services. Responsibilities include managing portfolios, reconciling cash and positions, and developing efficient processes. This full-time role requires strong technical skills and attention to detail.