Middle Office Operations Analyst

Nextera Search; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Nextera Search, based in New York City, is seeking a Middle Office Operations Analyst to support operational activities across a diversified investment portfolio. Candidates should have a Bachelor’s degree in Finance or related fields and 1–3 years of relevant experience.

The role involves monitoring cash reconciliations, coordinating with custodians, and ensuring accurate transaction processing. Strong analytical and organizational skills are essential for this position.

Qualifications

• 1–3 years of experience within investment operations, fund operations, or middle office.
• Exposure to investment products and financial markets.
• Familiarity with financial data platforms and investment operations tools preferred.

Responsibilities

• Support operational activities across a diversified investment portfolio.
• Monitor daily cash and position reconciliations, resolving discrepancies.
• Coordinate with custodians and external service providers.

Skills

Analytical skills

Problem-solving skills

Organizational skills

Attention to detail

Microsoft Excel proficiency

Education

Bachelor's degree in Finance, Accounting, Business, or related field

Tools

Microsoft Office applications

Investment accounting systems

Portfolio management tools

Job description

A Financial Services Firm based in New York City is seeking an experienced professional to join their team as a Middle Office Operations Analyst.

Responsibilities

• Support operational activities across a diversified investment portfolio, ensuring the accurate processing and maintenance of transactions and investment records.
• Monitor daily cash and position reconciliations, researching and resolving discrepancies in a timely manner.
• Coordinate with custodians, administrators, counterparties, and other external service providers to support investment operations and settlement activities.
• Assist with transaction processing, cash movements, investment activity tracking, and portfolio maintenance.
• Review and maintain investment documentation, security master data, and portfolio information within internal systems.
• Support portfolio accounting, operational reporting, and data management initiatives.
• Assist with audit requests, regulatory reporting requirements, and internal control processes.
• Partner with investment professionals and other internal stakeholders to support business initiatives and ad hoc projects.
• Build and maintain relationships with external service providers and business partners.
• Perform other duties, as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field.
• 1–3 years of experience within investment operations, fund operations, middle office, accounting, or a related financial services environment.
• Exposure to investment products and financial markets through prior professional experience.
• Strong analytical, problem-solving, and organizational skills with exceptional attention to detail.
• Advanced proficiency in Microsoft Excel and other Microsoft Office applications.
• Experience working with investment accounting, portfolio management, reconciliation, or operational systems preferred.
• Familiarity with financial data platforms and investment operations tools is a plus.