Associate, Middle Office Operations
$45,000–$75,000 year
Hybrid · New York City, New York, United States
Job Summary
Middle Office Operations Associate will support day-to-day operational activities within the middle office, ensuring accurate and timely processing of trades, managing cash and position reconciliations, and providing critical support to portfolio managers and other internal stakeholders. Responsibilities include performing daily trade affirmation and confirmation across asset classes, reconciling cash and position breaks with custodians/prime brokers, processing corporate actions, investigating and resolving trade discrepancies and settlement issues, generating operational reports (performance, risk, compliance), and contributing to process improvements while maintaining knowledge of industry regulations and best practices. Skills include strong Excel proficiency, familiarity with Advent Geneva or BlackRock Aladdin is a plus, strong analytical and communication abilities, and the ability to work independently in a fast-paced environment.
Required Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- 1-3 years of experience in middle office operations within the financial services industry
- Strong understanding of various financial instruments and their life cycles
- Proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables)
- Experience with financial software and systems (e.g., Advent Geneva, BlackRock Aladdin) is a plus
- Excellent analytical and problem-solving skills with a keen eye for detail
- Strong communication (written and verbal) and interpersonal skills
- Ability to work independently and as part of a team in a fast-paced environment
- Demonstrated ability to prioritize tasks and manage multiple deadlines effectively
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.