Senior Operations Associate - Wealth Management

Leeds Professional Resources; Miami (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Leeds Professional Resources in Miami is seeking an experienced operations professional to manage futures trading operations, including daily booking across asset classes, and to explain and reconcile daily P&L. You will collaborate with accounting and settlement teams to ensure accurate, timely settlements and contribute to building a robust control environment.

The role emphasizes identifying process improvements, implementing new controls, and supporting traders in a growing wealth management

Qualifications

• 4+ years of operations experience within financial services or commodities.
• Experience with daily P&L reconciliations and cash flow understanding.
• Ability to collaborate with accounting and settlement teams to ensure timely settlement.

Responsibilities

• Daily booking of a variety of futures across multiple asset classes.
• Produce and explain daily Profit and Loss reconciliations.
• Understand cash flows for each trade and coordinate with accounting and settlement teams to ensure accurate, timely settlement.
• Identify areas for improvement and implement new procedures or change existing processes to maintain tight controls front-to-back.
• Build an effective control environment, set minimum standards, and develop new processes as needed.
• Support traders in day-to-day activities.
• Perform various related duties.

Skills

Operations experience

Job description

Exciting opportunity to join a strong and growing wealth management firm headquartered here in Miami. Great culture and opportunities for growth:

Job Responsibilities

• Daily booking of a variety of futures across multiple asset classes
• To produce and explain daily Profit and Loss reconciliations
• To understand the cash flows associated with each trade and to work with the accounting and settlement teams to ensure that settlement is accurate and timely.
• To be able to identify areas of improvement and implement new procedures or to change existing process flows to ensure tight controls front to back.
• Build an effective Control Environment, set minimum standards and develop new processes where required
• Support traders
• Various related duties

Requirements:

• 4+ years of operations experience within financial services or commodities