Senior Associate, Middle Office Operations

BNY; Town of Florida (NY); Hybrid; USD 90,000 - 140,000; Full time

Job summary

BNY is seeking a Senior Associate for the OTC Derivatives team in Lake Mary, FL, with a focus on lifecycle management, pricing, analysis, and client onboarding. The role emphasizes leadership, risk mitigation, and data integrity within a fast-paced environment.

The ideal candidate has 3-5 years of OTC Derivatives or complex securities valuations experience, strong Excel/Access/VBA skills, and excellent communication. CFA or related master’s degree are preferred.

Qualifications

• 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.

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 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

Analytical skills

Communication skills

Education

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

CFA or related certification

Master's degree

Tools

Excel

Access

VBA

Alteryx

Power BI

Job description

JOB DESCRIPTION

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 BNY LinkedIn

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.

ABOUT THE TEAM

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job‑related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company‑sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.