Investment Banking Trading Operations Associate Jobs in Texas

Intermediate coding skills (python, SQL, Power BI) & ETRM experience preferably Triple Point CXL or Endur

Bachelor’s degree in finance, accounting, math or other quantitative field

Solid mental math computation skills

Detail orientation with strong analytical, problem solving and critical thinking skills

Strong interpersonal skills with the ability to foster cross-functional relationships with customers and colleagues

Uniper seeks a Trading Associate to join its North American team

Performance reporting, account setup, management reporting, audit support, and collateral management.

Set up and management of reinsurance trusts.

Management of off-balance sheet collateral reports and counter-party exposure reports.

Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or related.

10-15 years of investment experience, with at least 5 years in an investment operations role.

Practical knowledge of Bloomberg AIM, CTM, and Clearwater Analytics.

Ongoing opportunity to challenge existing controls/processes and leverage your experience to identify risks and improve the effectiveness of the team; and

Knowledge of various legal entities including funds, insurance companies and pensions.

Proven excellent organizational and prioritisation skills and attention to detail, especially under pressure.

Good interpersonal and communications skills

Enthusiasm and interest in development of documentation skills and using such skills for the completion of negotiation process.

Flexibility and willingness to learn new skills and develop full job ownership.

Complete the certification process of W-8s & W-9s with the IRS.

Complete account maintenance, including name changes, address updates, security deposit, tenant reference and cost center changes on the appropriate system.

Complete daily verification of all the work types to ensure accuracy of completed activities.

Promote an environment that supports diversity and reflects the M&T Bank brand.

Complete other related duties as assigned.

Time sensitive ad hoc responsibilities as various requests arise, usually compliance and management reporting oriented

Interact with the funds’ trustee regarding cash availability and funding requirements

Major in Accounting, Finance, or Economics

Experience in Advent Geneva preferred

Ability to prioritize responsibilities and work under deadlines

Strong interpersonal skills with capacity to interact with outside parties and personnel across all levels of the firm

Strong Compensation with good work/life balance.

Aggressive growth platform on an intimate team

From a growth perspective, Just closed 2 transactions and have 5 live deals

*3+ years of M&A, Investment Banking expeience

Excellent operational and follow-up skills with the ability to manage complex work.

3+ years’ experience in client service or operations with brokerage/financial industry required.

Bachelor’s degree or equivalent work experience preferred.

Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.

Engaging interpersonal, verbal, and written communication skills.

Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.

Conducting extensive client and industry sector due diligence

Building detailed, bottom-up three statement financial and LBO models

Developing analyses and information materials for transaction counterparties

Researching and analysing tech industry sectors and client prospects

Managing workflows and collaborating with other bankers and interns

Maintaining communications with clients and transaction partners

Excellent operational and follow-up skills with the ability to manage complex work.

1-3 years’ experience in client service or operations with brokerage/financial industry preferred.

Bachelor’s degree or equivalent work experience preferred.

Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.

Engaging interpersonal, verbal, and written communication skills.

Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.