Senior Associate, OTC Derivatives Valuation & Analytics

BNY Mellon; Town of Florida (NY); 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

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