Global Equities Operations Associate - Buy-Side Career

Pelham Berkeley Search; Greenwich (CT); On-site; USD 85,000 - 110,000; Full time

Job summary

Pelham Berkeley Search seeks an Operations Associate to support global equities operations and settlements within a small, high-end buy-side firm. You will help ensure accurate books and smooth processing in a professional environment.

The role requires 1–5+ years of trade settlements experience, with strong organizational and quantitative skills, and familiarity with investment operations systems such as Advent Axys, Electra, or Eze.

Qualifications

• Completed college degree required, Finance, Economics or related course of study preferred

Responsibilities

• Support daily and monthly cash and position reconciliations, helping maintain accurate books and records across portfolios
• Liaise with custodians and prime brokers to investigate and resolve trade breaks and other operational discrepancies.
• Book daily cash flows and support timely, accurate trade settlement.
• Assist with corporate actions tracking and verification
• New account/security setup
• New investor onboarding and cash flows

Skills

Trade settlements experience

Buy-side experience

Cash and position reconciliations

Equities operations

Investment operations systems

Organized and detail-oriented

Education

College degree in Finance or Economics

Tools

Advent Axys

Electra

Eze

Job description

Pelham Berkeley Search seeks an Operations Associate to support global equities operations and settlements within a small, high-end buy-side firm. You will help ensure accurate books and smooth processing in a professional environment.

The role requires 1–5+ years of trade settlements experience, with strong organizational and quantitative skills, and familiarity with investment operations systems such as Advent Axys, Electra, or Eze.