Senior Associate, Global Middle Office

WhiteCap Search; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Whitecap Search is seeking a motivated, detail-oriented professional to join a prestigious global investment and technology development firm in its Middle Office function in New York. This role supports the lifecycle of trading strategies and serves as a key link between front office and operations.

You will drive trade support, manage cross-functional communication, and contribute to process improvements in a collaborative environment.

Qualifications

• Bachelor’s degree with 5–10 years in financial operations or trade support.
• Deep understanding of trade lifecycle operations: capture, P&L, settlement.
• Experience coordinating with front office and internal/external stakeholders.

Responsibilities

• Act as the primary point of contact for trading desk inquiries, supporting post-trade operations across multiple asset classes and strategies.
• Partner with trading desks, technology, and operations to enhance processes, data quality, and mitigate risk.
• Develop workflows, dashboards, and tools to monitor trading activity and operational efficiency.
• Contribute to projects expanding middle office capabilities and support for new investment strategies.

Skills

Communication

Organizational skills

Attention to detail

Stakeholder management

Education

Bachelor’s degree

Tools

Bloomberg

IHS Markit

Capital IQ

Job description

Whitecap Search is seeking a motivated and detail-oriented professional to join a prestigious and sophisticated global investment and technology development firm in its growing global Middle Office function. This role offers the opportunity to support the lifecycle of the firm’s global trading strategies and serve as a key link between the front office and operational teams. The position involves driving trade support, managing cross-functional communication, and contributing to process improvements in a collaborative, forward-thinking, and collegial environment.

Summary

Whitecap Search is seeking a motivated and detail-oriented professional to join a prestigious and sophisticated global investment and technology development firm in its growing global Middle Office function. This role offers the opportunity to support the lifecycle of the firm’s global trading strategies and serve as a key link between the front office and operational teams. The position involves driving trade support, managing cross-functional communication, and contributing to process improvements in a collaborative, forward-thinking, and collegial environment.

Responsibilities

• Act as the primary point of contact for trading desk inquiries, supporting and coordinating post-trade operations across multiple asset classes and strategies.
• Partner with trading desks, technology, and operations to enhance operational processes, controls, data quality, and mitigate risk.
• Develop workflows, dashboards, and tools to monitor trading activity, ensure knowledge continuity, and operational efficiency.
• Contribute to projects that expand middle office capabilities and the firm’s ability to seamlessly support new investment strategies or asset classes.

Requirements

• A bachelor’s degree and five to ten years of relevant experience in financial operations or trade support.
• An excellent understanding of trade lifecycle operations, including trade capture, P&L, security master, and settlement processes.
• Exceptional communication, organizational skills, and attention to detail, with a keen desire to grow and take ownership in a dynamic setting.
• Experience managing front office inquiries and coordinating with internal/external stakeholders to resolve operational issues.
• The ability to design or contribute to dashboards and analytics for operational insights.
• Familiarity with financial software such as Bloomberg, IHSMarkit, or Capital IQ; comfort with tools used in middle/back-office environments.
  

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.