Senior Associate, Middle Office Operations

Archer; Florida; Hybrid; USD 120,000 - 180,000; Full time

Job summary

BNY is seeking a Senior Associate to join the OTC Derivatives team in Lake Mary, FL. The role involves supervising lifecycle management, accounting, pricing, analysis, and reporting for OTC Derivatives, and supporting onboarding and client inquiries.

Qualified candidates will have 3–5 years of OTC Derivatives experience, leadership ability, and strong communication, analytical, and Excel/VBA skills. CFA or related master’s degree preferred.

Qualifications

• Bachelor’s degree in Finance, Accounting, Engineering, Mathematics, or Statistics.
• CFA or equivalent specialization, or a Master’s degree in a related field.

Responsibilities

• Supervise daily tasks required for lifecycle management, accounting, pricing, analysis, and reporting for OTC Derivatives.
• Support client service by onboarding new clients and responding to internal and external queries.
• Partner with VP leads to shape and define the daily operating model and represent the OTC Valuations team in client discussions.
• Identify and mitigate risks, maintain documentation for controls related to OTC Derivatives lifecycle, and uphold data integrity and compliance standards.
• Lead strategic project management and execution, train and develop staff, and develop tools to enhance valuation analytics and process efficiencies.

Skills

Team leadership

Communication

Analytical thinking

Time management

Education

Bachelor’s degree in Finance/Accounting/Engineering/Mathematics/Statistics

CFA or Master’s degree

Tools

Microsoft Excel

Access

VBA

Power BI

Alteryx

Job description

Archer is collaborating with BNY to connect them with exceptional professionals for this role.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Associate to join our OTC Derivatives team. This role is located in Lake Mary, FL (4 days in office per week).

In this role, you’ll make an impact in the following ways:

• Supervise daily tasks required for lifecycle management, accounting, pricing, analysis, and reporting for OTC Derivatives
• Support client service by actively participating in onboarding new clients and responding to internal and external queries
• Partner with VP leads to shape and define the daily operating model and represent the OTC Valuations team in client discussions
• Identify and mitigate risks, maintain documentation for controls related to OTC Derivatives lifecycle, and uphold data integrity and compliance standards
• Lead strategic project management and execution, train and develop staff, and develop tools to enhance valuation analytics and process efficiencies

To be successful in this role, we’re seeking the following:

• Bachelor’s degree in Finance, Accounting, Engineering, Mathematics, or Statistics
• 3 - 5 years of experience in OTC Derivatives or Complex Securities Valuations
• Ability to lead a team daily and provide technical guidance on OTC Derivatives Valuation matters
• Excellent teamwork, interpersonal, oral, and written communication skills
• Strong analytical, organizational, and time management skills
• Ability to prioritize and execute tasks effectively in a high-pressure environment
• Proficiency in Microsoft Excel, Access, and VBA

Preferred Qualifications

• CFA or equivalent specialization, or a Master’s degree in a related field
• Proficiency in building visualizations and analytics using Microsoft Excel, Alteryx, and/or Power BI

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

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Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.