Operations Technical Specialist - Fed Settlements (Hybrid- Newark, NJ or Edgewood, LI)

broadridge; Newark (NJ); On-site; USD 100,000 - 105,000; Full time

Job summary

Broadridge is seeking an Operations Technical Specialist to support mortgage-backed securities and fixed income processing. You will provide outsourced operational and transactional processing for clients, ensuring accuracy, timeliness, and quality within contractual requirements.

Key duties include managing MBS allocations via FICC EPN, coordinating with client support teams and the trade desk, and monitoring data integrity and cash settlements across systems such as IMPACT and MBSE Bloomberg

Qualifications

• 5+ years of experience in operations with mortgage-backed securities or fixed income.
• Series 99 preferred.
• Hands-on experience with MBS allocations and FICC EPN.
• Experience with fail reporting, aged item management, and cash settlement reconciliation.
• Knowledge of TMPG practices and trade assignments is a plus.
• Strong data maintenance and exception queue monitoring.

Responsibilities

• Provide outsourced operational and transactional business process support for clients.
• Process MBS Allocations via FICC EPN with daily deadlines for pool information.
• Communicate with client support teams and the trade desk to resolve issues.
• Manage RTTM processing for trade novations and margin positions.
• Monitor aged fail items and CPR claims processing.
• Support TMPG practices and market requirements.
• Execute and monitor trade assignments and reconcile monthly cash settlements.
• Maintain static data and review exception queues across systems (IMPACT, MBSE Bloomberg Monitor).
• Identify, investigate, and resolve breaks and escalate risk items as appropriate.
• Support process improvements and share knowledge within the team.

Skills

Self-motivation

Team collaboration

Process improvement

Communication skills

Operational excellence

Education

Bachelor's degree or equivalent

Series 99 preferred

Tools

IMPACT

ION

Bloomberg Monitor

MBSE

FICC EPN

RTTM

BPS

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is hiring! We are seeking a knowledgeable and detail-oriented Operations Technical Specialist to support mortgage-backed securities and fixed income operational processing activities. This role is responsible for providing outsourced operational and transactional business process support for clients while ensuring accuracy, timeliness, and quality service within client expectations and contractual requirements.

Responsibilities

• Provide outsourced operational and transactional business process support for clients, ensuring quality service and operational performance aligned with client needs and contractual obligations.
• Process MBS Allocations via FICC EPN, ensuring all daily cutoff deadlines are met for pool information, including Ginnie Mae and Fannie Mae activity.
• Communicate and work effectively with client support teams and the trade desk to complete assigned tasks and resolve operational issues in a timely manner.
• Manage FICC comparison processing through RTTM for trade novations and margin positions.
• Monitor, report, and manage aged fail items, including support for CPR Claims processing and resolution.
• Support activities aligned with TMPG (Treasury Market Practice Group) practices and market requirements.
• Execute and monitor trade assignments, ensuring proper handling of legally binding contracts and accurate operational processing.
• Process manual give-ups and reconcile related monthly cash settlements for FICC.
• Maintain and monitor static data and review exception or error queues across systems, including IMPACT and MBSE Bloomberg Monitor.
• Identify, investigate, and resolve breaks, discrepancies, and operational issues while escalating risk items as appropriate.
• Support process improvement efforts by identifying inefficiencies and recommending enhancements to workflows and controls.
• Serve as a technical and operational resource for team members by sharing knowledge, answering questions, and supporting training where needed.
• Ensure adherence to internal procedures, client requirements, and operational controls in a fast-paced, deadline-driven environment.

Qualifications

• 5+ years of experience with a bachelor's degree or equivalent work experience
• Series 99 preferred
• Hands-on experience with MBS allocations, FICC EPN, RTTM, and fixed income or mortgage-backed securities operational workflows
• Experience with fail reporting, aged item management, and cash settlement reconciliation
• Knowledge of TMPG, trade assignments, and manual give-up processing preferred
• Strong understanding of static data maintenance and exception queue monitoring
• Experience with IMPACT, ION, BPS, Bloomberg, and MBSE systems preferred
• Experience with ICI, BDC, RTTM, BPS, and iMatch is a plus
• Strong commitment to continuous self-development and process improvement
• Open to learning new ideas, systems, and concepts
• Proven ability to work collaboratively as a strong team member while also providing guidance and support when needed
• Ability to deliver high-quality work in a fast-paced, deadline-driven environment
• Strong interpersonal and communication skills, with the ability to build effective relationships with colleagues and clients
• Self-motivated with a strong drive for operational excellence
• Demonstrates a high level of professionalism, accountability, and reliability

Compensation

Compensation Range: The salary range for this position is between $100,000 - $105,000.

Bonus Eligibility: Bonus Eligible

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Benefits

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.

Application Deadline

The deadline to apply for this role is October 1, 2026

#LI-JS2

#LI-JS2

Company Culture & Diversity Statement

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We b