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Job Ref: 14976
Salary: $42000 – $150000
Associate or AVP – Financial Operations (Custody Services)
Onsite | Manhattan, NY
Salary: $42,000 – $150,000 (based on level and experience)
We’re partnering with a leading custodian bank in search of an Associate or AVP to join their Financial Operations team. This role plays a vital part in ensuring smooth securities settlements, accurate corporate actions processing, effective tax administration, and top-tier client reporting. Ideal for someone who thrives in a structured, high-volume financial services environment.
? Key Responsibilities:
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Manage securities settlements and resolve discrepancies using systems like DTC and SWIFT
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Oversee corporate action lifecycles including elections, entitlements, and reconciliations
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Administer withholding tax processes and support tax reclaims across jurisdictions
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Prepare and review client reports and respond to reporting-related inquiries
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Ensure compliance with industry regulations and internal operational risk policies
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Participate in operational improvements and cross-functional projects
? What You Bring:
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3–8 years of experience in custody operations or financial services operations (Associate or AVP level)
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Hands-on experience with settlement and custody platforms (e.g., SWIFT, Euroclear, Clearstream)
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Knowledge of corporate actions and tax reporting workflows
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Strong attention to detail and analytical mindset
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Excellent communication skills and ability to manage client-facing requests
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Bachelor’s degree in Finance, Economics, or Business required
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