About the role
Operations Associate, Middle Office Trade Support | NYC | Hybrid | Investment Management
A leading NYC investment firm is seeking an Operations Associate to join its Middle Office team. This role provides direct support to Portfolio Managers and serves as a key liaison between the investment, risk, finance, and operations functions. The position offers broad exposure to trade support, lifecycle management, reconciliations, and operational oversight within a fast-paced investment environment.
Key Responsibilities
- Partner closely with Portfolio Managers and internal stakeholders on daily trade support activities
- Support trade capture, lifecycle events, and operational processing across investment strategies
- Investigate and resolve trade, position, cash, and reconciliation breaks
- Coordinate with risk, settlements, fund administration, and technology teams
- Monitor corporate actions, cashflows, maturities, expirations, and related lifecycle events
- Assist with operational controls, reporting, and process improvement initiatives
- Ensure accurate and timely booking of trade activity across internal systems
Ideal Background
- Experience within middle office, trade support, or investment operations
- Knowledge of fixed income products and trade lifecycle processes
- Strong analytical, problem-solving, and communication skills
- Ability to operate effectively in a fast-paced, front-office-facing environment
- Experience working across multiple internal and external stakeholders
ID: 49800
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