Middle Office Operations Associate

Nextera Search; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Nextera Search is seeking an experienced Middle Office Operations Associate for a New York City-based financial services firm. The role covers trade lifecycle support, reconciliations, and post-trade activities across multiple portfolios.

You will coordinate with investment professionals and external counterparties to resolve discrepancies, oversee settlements, and ensure accurate trade bookings. A strong operations background and process improvement mindset are essential.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• 3–7 years of relevant investment operations experience.
• Understanding of operational workflows for various financial instruments and strategies.
• Experience with reconciliations, settlements, trade support, and external counterparty coordination.
• Strong communication and organizational skills across multiple stakeholder groups.
• Process improvement mindset and interest in operational efficiency initiatives.
• Exposure to automation, reporting tools, or technical systems is a plus.

Responsibilities

• Support daily operational processes tied to the trade lifecycle across liquid investment products and strategies.
• Perform reconciliations related to trades, cash, positions, and portfolio activity; assist with reporting validation.
• Coordinate with internal investment professionals and external counterparties to resolve operational discrepancies.
• Oversee settlement activity, lifecycle events, financing processes, and other post-trade functions.
• Ensure accuracy of trade booking, allocations, and related operational records across portfolios.
• Assist with operational controls, exception management, and process oversight initiatives.
• Partner with internal teams to enhance workflows and streamline processes; support infrastructure improvements.
• Contribute to system enhancements, onboarding initiatives, and broader operational projects as needed.
• Operate in a dynamic, fast-paced investment management environment with cross-functional exposure.

Skills

Communication

Organizational skills

Process improvement

Automation exposure

Education

Bachelor's degree in accounting/finance

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 Associate.

Responsibilities

• Support daily operational processes tied to the trade lifecycle across a range of liquid investment products and strategies
• Perform reconciliations related to trades, cash, positions, and portfolio activity while assisting with reporting validation processes
• Coordinate with internal investment professionals and external counterparties to investigate and resolve operational discrepancies
• Oversee settlement activity, lifecycle events, financing processes, and other post-trade functions
• Ensure accuracy of trade booking, allocations, and related operational records across multiple portfolios
• Assist with operational controls, exception management, and process oversight initiatives
• Partner with internal teams to enhance workflows, streamline processes, and support ongoing infrastructure improvements
• Contribute to system enhancements, onboarding initiatives, and broader operational projects as needed
• Operate within a dynamic, fast-paced investment management environment with exposure to cross-functional teams

Qualifications

• Bachelors degree in accounting, finance, or related field
• 3–7 years of relevant experience within investment operations, trade support, middle office, or financial services environments
• Understanding of operational workflows supporting a variety of financial instruments and investment strategies
• Experience with reconciliations, settlements, trade support, and external counterparty coordination
• Strong communication and organizational skills with the ability to work across multiple stakeholder groups
• Process improvement mindset and interest in operational efficiency initiatives preferred
• Exposure to automation, reporting tools, or technical systems considered a plus