Location: New York, NY, United States

Join a team where your expertise drives innovation and operational excellence. This role offers the chance to grow your career, develop new skills, and make a meaningful impact. You’ll collaborate with talented colleagues, gain exposure to senior leaders, and help shape the future of our business and operations strategic initiatives. Be part of a company that values your growth and supports your professional journey.

As an Associate in the Equity Middle Office group, you will partner with portfolio managers, investment specialists, software engineers, technology support, and core operations teams to manage the end-to-end operational ecosystem within Equity. Serving as a central point of contact for the Front Office, you will facilitate onboarding new products and issue resolution, oversee operations in support of the Equity business, provide advanced support for complex client relationships, and drive projects that eliminate low-value tasks and enhance scalability. Our mission is to deliver best-in-class operational risk management, exceptional client service, and operational efficiency through robust controls.

Job Responsibilities

• Oversee the data environment of Front Office systems to ensure data integrity, collaborating with global team members.
• Champion a culture of continuous improvement by defining, documenting, and streamlining operational processes, leveraging intelligent automation tools.
• Act as a liaison between the Equity business and operational teams on new initiatives, issue resolution, and escalations.
• Partner with Technology, business, and global teams to deliver operational transformation focused on risk reduction and automation.
• Apply analytical and problem-solving skills to support strategic initiatives and drive ongoing improvements.
• Present insights to senior management and contribute to process enhancements.
• Monitor metrics, key performance indicators (KPIs), and key risk indicators (KRIs) to ensure alignment with organizational objectives.
• Ensure compliance with operational controls and regulatory requirements.
• Manage multiple tasks efficiently and adapt to changing priorities with strong organizational skills.

Required Qualifications, Capabilities, and Skills

• Minimum 3 years of experience in operations, preferably within Asset Management, performing middle office functions.
• Excellent communication and organizational skills, with a proven ability to manage stakeholder expectations.
• Strong analytical and critical thinking skills, with the ability to evaluate complex business processes and provide fact-based recommendations tailored to the audience.
• Demonstrate experience in leading transformational change and utilizing intelligent automation tools such as Alteryx, Python, and LLM (Large Language Models)
• Proficiency in Microsoft Office Suite, especially Excel, with advanced digital literacy.
• Ability to thrive in fast-paced, detail-oriented environments.
• Proven ability to collaborate effectively in team settings, with a solid understanding of trading systems and financial markets.
• Commitment to delivering high-quality results with a focus on continuous improvement.

Please note this role is not eligible for employer immigration sponsorship.

 

Drive excellence and innovation in US Equity Middle Office via start-of-day checks, client onboarding, and new business support.