Senior Middle-Office Specialist: Trade Lifecycle & Data

Referment; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Referment, a global investment and technology firm, is seeking a Senior Associate for its global middle-office function. You’ll be the primary contact for trading-desk questions and ensure post-trade activity is reliable, controlled and transparent across multiple asset classes.

You’ll improve workflows, data and monitoring to support new strategies and asset classes, working with front office, technology and operations to strengthen processes and controls.

Qualifications

• Bachelor’s degree and 5–10 years of relevant financial-operations or trade-support experience.
• Strong knowledge of the trade lifecycle, including trade capture, P&L, security-master data and settlement.
• Experience handling front-office enquiries and coordinating internal and external stakeholders to resolve operational problems.
• The ability to design or contribute to dashboards and analytics that provide useful operational insight.
• Clear communication, strong organisation and close attention to detail, combined with a willingness to take ownership.

Responsibilities

• Act as a primary contact for trading-desk enquiries and coordinate post-trade operations across asset classes and strategies.
• Work with trading, technology and operations teams to resolve issues and strengthen processes, controls and data quality.
• Develop workflows, dashboards and tools that improve oversight of trading activity, operational efficiency and continuity of knowledge.
• Identify and mitigate operational risks across the trade lifecycle.
• Contribute to projects that expand middle-office capabilities for new investment strategies or asset classes.

Skills

Trade lifecycle knowledge

Dashboard/analytics design

Stakeholder coordination

Communication skills

Attention to detail

Education

Bachelor's degree

Job description

Referment, a global investment and technology firm, is seeking a Senior Associate for its global middle-office function. You’ll be the primary contact for trading-desk questions and ensure post-trade activity is reliable, controlled and transparent across multiple asset classes.

You’ll improve workflows, data and monitoring to support new strategies and asset classes, working with front office, technology and operations to strengthen processes and controls.