Operations Analyst: Trade Processing & Tech Enablement

Brownstone Investment Group

New York (NY)

On-site

USD 70,000 - 90,000

Full time

2 hours ago
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Job summary

Brownstone Investment Group in New York seeks a junior operations analyst to support daily trade processing, settlement, and reconciliation across municipals, emerging markets, preferreds, and structured products. You will begin with operational support and new account opening, learning how trading operations fit together.

Work with an experienced trading team, improve workflows, and develop tools to automate recurring tasks.

Qualifications

  • Bachelor's degree in a related field.
  • Strong proficiency in Microsoft Office, especially Excel.
  • Clearing firm or back-office experience, ideally with Pershing.
  • Ability to work independently, manage multiple priorities, and meet strict timelines.
  • Clear, professional communication and attention to detail.
  • A strong sense of ownership, accountability, and desire to learn.
  • Series licenses, or the ability to attain them.
  • Fluency with modern AI tools, including LLM-assisted research and workflows.
  • Familiarity with Python and/or SQL is a plus.

Responsibilities

  • Support daily trade processing, confirmation, and settlement across the various products Brownstone trades.
  • Perform daily reconciliation of trades, positions, and cash; resolve breaks with clearing firms and counterparties.
  • Open and maintain new institutional accounts, including documentation and settlement instructions.
  • Partner with trading desks and technology staff to improve operational workflows and develop tooling to automate recurring processes.

Skills

Excel proficiency
Independent worker
Attention to detail

Education

Bachelor's degree in related field

Tools

Pershing
Python
SQL

Job description

Brownstone Investment Group in New York seeks a junior operations analyst to support daily trade processing, settlement, and reconciliation across municipals, emerging markets, preferreds, and structured products. You will begin with operational support and new account opening, learning how trading operations fit together.

Work with an experienced trading team, improve workflows, and develop tools to automate recurring tasks.

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