Transaction Operations Specialist: Trade Settlement & Reporting

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services recruitment firm is seeking a Transaction Operations Associate in New York, NY. The role involves supporting trading desks and ensuring the accurate processing and settlement of investment transactions. Ideal candidates will have a Bachelor’s degree in Finance and strong analytical skills, with proficiency in Excel and knowledge of transaction operations. Competitive compensation ranges from $140,000 to $185,000 annually, varying by employer. This position offers a dynamic work environment focused on operational precision.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Knowledge of transaction operations, settlement processes, or investment operations.
• Strong analytical skills with attention to detail and accuracy.

Responsibilities

• Process and settle trades and investment transactions accurately and timely.
• Monitor transaction lifecycles and resolve discrepancies.
• Prepare daily transaction reports and operational dashboards.

Skills

Analytical skills

Attention to detail

Proficiency in Excel

Communication skills

Education

Bachelor’s degree in Finance

Tools

SQL

VBA

Job description

A financial services recruitment firm is seeking a Transaction Operations Associate in New York, NY. The role involves supporting trading desks and ensuring the accurate processing and settlement of investment transactions. Ideal candidates will have a Bachelor’s degree in Finance and strong analytical skills, with proficiency in Excel and knowledge of transaction operations. Competitive compensation ranges from $140,000 to $185,000 annually, varying by employer. This position offers a dynamic work environment focused on operational precision.