Senior Associate, Middle Office Operations

BNY Mellon; Florida; Hybrid; USD 110,000 - 150,000; Full time

Job summary

BNY Mellon is seeking a Senior Associate to join the OTC Derivatives team in Lake Mary, FL (hybrid—4 days in office). You will supervise lifecycle tasks for OTC Derivatives, support client onboarding, and partner with VP leads to shape the operating model.

The role emphasizes risk controls, data integrity, and advancing valuation analytics with senior staff mentorship. The ideal candidate holds a Finance/Accounting/Engineering/Mathematics/Statistics degree with 3-5 years of OTC Derivatives

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.
• Proficiency in Microsoft Excel, Access, and VBA.

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 for the OTC Valuations team.
• 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

Problem solving

Education

Bachelor's degree in Finance, Accounting, Engineering, Mathematics, or Statistics

CFA or equivalent specialization, or a Master's degree

Tools

Excel

Access

VBA

Alteryx

Power BI

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 #LifeAtBNY 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.