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Job Ref: 14984
Salary: $42000 – $150000
Associate/AVP – Financial Operations Analysis
Onsite | Manhattan, NYC
Base Salary: $42,000 – $150,000 (commensurate with experience and role level)
We’re looking for driven professionals to join our Financial Operations Analysis team at either the Associate or AVP level. Whether you’re looking to build on your solid foundation or step into a leadership role, this position offers the opportunity to grow within a reputable financial institution and directly contribute to critical post-trade operations.
What You’ll Do
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Manage securities transactions—settlements, trade confirmations, reconciliations
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Handle corporate action events: dividends, mergers, splits, and more
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Administer and ensure compliance with global withholding tax regulations
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Prepare and deliver detailed client reports, including holdings and tax summaries
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Resolve settlement exceptions and corporate action discrepancies
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Engage with internal teams and external stakeholders to drive solutions
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Identify and implement process enhancements and automation opportunities
As an AVP, you’ll also:
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Lead and mentor junior team members
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Own operational workflows and cross-functional initiatives
What You Bring
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Education: Bachelor’s degree in Finance, Business, Economics, or related field
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Experience:
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Associate: 3–5 years in custody operations or related field
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AVP: 5–8 years with progressive responsibility
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Deep understanding of securities settlement, SWIFT messaging, and major systems (DTC, Euroclear, Clearstream)
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Proficiency in corporate actions and custody-related tax regulations
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Advanced Excel and MS Office skills
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Strong analytical, communication, and problem-solving capabilities
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Preferred Extras
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Knowledge of industry regulations and compliance standards
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Familiarity with custody banking platforms
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Understanding of various asset classes (equities, fixed income)
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Experience with process improvement tools and methodologies
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If you’re detail-oriented, passionate about financial operations, and thrive in a fast-paced, global environment, this role offers the platform to excel and make a lasting impact.
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