Operations Associate
Nextera Search, New York, NY, United States
A Financial Services Firm based in New York City is seeking an experienced professional to join their team as an Operations Associate.
Responsibilities
Support the full trade lifecycle across multiple asset classes, including equities, derivatives, credit, and FX, from execution through settlement; serve as backup to the Trading and Operations Associate as needed.
Ensure timely and accurate trade capture, allocations, confirmations, and settlements.
Coordinate with outsourced middle- and back-office providers, third-party administrators, and internal stakeholders to identify and resolve trade breaks, settlement fails, and discrepancies with brokers and counterparties.
Work closely with the Trading and Operations Associate and Portfolio Manager to support accurate and efficient trade execution.
Provide operational support for margin, financing, stock borrow/loan activity, proxy voting, and corporate actions.
Assist with onboarding new brokers, counterparties, and trading relationships.
Maintain data integrity across order management, portfolio, and risk management systems, and support timely and accurate client reporting.
Participate in system testing, system enhancements, and process automation initiatives to improve operational efficiency.
Support the Chief Operating Officer and General Counsel with day-to-day administrative and operational needs, including scheduling, coordination, and meeting support, as well as broader firm initiatives and process improvements.
Perform other duties, as needed.
Qualifications
Bachelor’s degree (BA, BS, BBA, or equivalent) required, with a strong academic record.
Demonstrated interest in investment management operations and compliance, with a willingness to learn, think creatively, and collaborate closely with senior leadership and cross-functional teams to help build a high-performing organization and positive workplace culture.
Excellent quantitative, verbal, and written communication skills, with strong attention to detail, a process-oriented mindset, and a commitment to high standards of quality and accuracy.
Proficiency in Microsoft Word, Excel, and PowerPoint required; experience with coding languages (e.g., Python or R), database tools, and data visualization software is a plus.
0–2 years of experience at an investment adviser or alternative investment manager preferred, but not required.
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Responsibilities
Support the full trade lifecycle across multiple asset classes, including equities, derivatives, credit, and FX, from execution through settlement; serve as backup to the Trading and Operations Associate as needed.
Ensure timely and accurate trade capture, allocations, confirmations, and settlements.
Coordinate with outsourced middle- and back-office providers, third-party administrators, and internal stakeholders to identify and resolve trade breaks, settlement fails, and discrepancies with brokers and counterparties.
Work closely with the Trading and Operations Associate and Portfolio Manager to support accurate and efficient trade execution.
Provide operational support for margin, financing, stock borrow/loan activity, proxy voting, and corporate actions.
Assist with onboarding new brokers, counterparties, and trading relationships.
Maintain data integrity across order management, portfolio, and risk management systems, and support timely and accurate client reporting.
Participate in system testing, system enhancements, and process automation initiatives to improve operational efficiency.
Support the Chief Operating Officer and General Counsel with day-to-day administrative and operational needs, including scheduling, coordination, and meeting support, as well as broader firm initiatives and process improvements.
Perform other duties, as needed.
Qualifications
Bachelor’s degree (BA, BS, BBA, or equivalent) required, with a strong academic record.
Demonstrated interest in investment management operations and compliance, with a willingness to learn, think creatively, and collaborate closely with senior leadership and cross-functional teams to help build a high-performing organization and positive workplace culture.
Excellent quantitative, verbal, and written communication skills, with strong attention to detail, a process-oriented mindset, and a commitment to high standards of quality and accuracy.
Proficiency in Microsoft Word, Excel, and PowerPoint required; experience with coding languages (e.g., Python or R), database tools, and data visualization software is a plus.
0–2 years of experience at an investment adviser or alternative investment manager preferred, but not required.
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