Investment Banking Trading Operations Associate Jobs

One-year contract position offering full benefits.

NYC midtown location offering a hybrid remote schedule.

Manage full cycle client trade booking through settlement

Knowledge of global markets settlement processes and client trade support functions

Strong written and verbal communications skills

Perform accurate and timely client account allocations via CTM, OASYS and manual trades

Understanding of how client business objectives translate into media investment and management strategies

Oversees the daily execution of Investment Management team tasks

Provides expertise and shares knowledge with junior team members

Collaborates internally with leadership across capabilities and teams

Ability to multi-task, manage one’s time, and demonstrate personal organization to meet deadlines

Strong written and verbal communication skills

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.

Strong client focus and relationship management skills

Demonstrated interest in and knowledge of technology and finance

Excellent interpersonal skills and a desire to work in a team-oriented environment

Strong analytical and communication skills, both written and verbal

Developing industry, market sector and company research and analysis

Preparing company presentations and other client materials

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.

Experience Preferred: 1 -3 years related work experience in investment management or finance

Opportunity to join peer-led auxiliary teams to strengthen project management and leadership experience

Manage your individual and team responsibilities through relationships and metrics

Enjoy working in and learning about data management in the investment industry

Maintain relationships with internal and external investment managers’ by supporting and fulfilling time-sensitive data requests, completing outreach when required

Research additional information to classify investment products in alignment with CA’s Standards and Investment Managers’ expectations.

Strong financial modeling, finance, and accounting skills

Excellent verbal and written communication skill

Prior full-time professional experience in a related role

Preparation of memoranda for internal and external use

Conducting financial and other business related research

Coordinating complex and often time-sensitive processes

Sound knowledge of Investment Banking products (Cash and Derivative products)

Sound knowledge of the Trade Lifecycle

Good knowledge on query language (SQL)

Good knowledge on analytic tools (Qlik, Tableau8, Power BI)

Obtain, model, and maintain commission / brokerage agreements entered into by client business in our software solution.

Monitor market volumes (TCADV) and client volumes to determine which pricing tiers qualifies for each month.

Requires excellent working knowledge of complex Bank products/processes and legal/regulatory requirements.

Experience working in a fast paced environment that demands strong organizational, technical and interpersonal skills.

Strong working knowledge of IBS Insight, Vsoft, Synergy, Efunds Exceptions Desktop, and Guardian Analytics or equivalent experience.

Minimum 2 years of branch or back office banking experience.

Minimum 2 years of experience with Outlook and Microsoft Office Applications

Good oral and written communication skills.

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

12+ years experience in asset management/ investment banking/ financial services industry, preferably in offshoring

Professional qualification of CA/ MBA Finance would be preferable.

Experience of building and managing offshore teams with strong connectivity to global locations

Create a continuous improvement to become a center of excellence for a larger portion of overall workflow across global Investment Operations.

Be a thought leader across Global Operations and fully own and contribute to the Global team's overall goals and objectives.

Prior experience at an investment manager, hedge fund, or bank preferred

Act as a liaison between Aquarian Holdings, insurance portfolio companies, and third-party investment managers

3-6 years of prior middle/back office operations, investment reporting, and/or accounting experience

Working knowledge of investment operations & reporting processes best-practices

Experience with loan operations a plus

Strong analytical and problem-solving skills, as well as strong interpersonal and communication skills (both written and oral)

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Coordination of Global automated trading related risk assessments and certifications

Working knowledge of software driven risks

Experience managing projects, and building and maintaining stakeholder relationships

Experience of operational risk and a familiarity with operational risk frameworks a plus

Experience in process redesign and executing strategic concepts from inception to implementation

4+ years of relevant work experience in investment management, investment banking, or related field.

Join us on our journey to become the preeminent wealth management firm in the United States.

Manage earnings calendar and distribution of printed material for investment meetings

Bachelor's degree in finance, economics, business, or related field.

Strong analytical and problem-solving skills.

Excellent verbal and written communication skills.

Minimum of 1-4 years of experience, preferably at an investment bank or consulting firm, or experience in a corporate strategy function

Driven mentality with confident interpersonal skills to interact with stakeholders

Strong communication skills (both verbal and written) and executive presence

Exceptional organizational skills; ability to multi-task with strong attention to detail

High degree of maturity, integrity and demonstrated leadership skills

Proactive, self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment

Manage equity orders in a risk-controlled manner as a fiduciary

Monitor market activity in areas of specialization and provide feedback to portfolio managers and internal partner groups

3-5 years of relevant equity or equity derivatives investment and/or trading experience

Demonstrated proficiency with trading technology across various trading systems/platforms (FlexTrader and BBG EMSX experience preferred)

Strong data analysis or financial coding skills (Python, R, SQL)

Seek to provide Best Execution across equity and equity derivatives products including futures, ETFs, swaps, and convertible bonds

Demonstrated organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines.

Client service experience to include excellent oral and written communication skills.

Create and monitor an activities system for account follow ups and service requirements.

Ensuring compliance requirements are implemented and followed.

Ability to shift gears with priorities when dealing with an assertive and fast paced manager.

Able to balance the benefits of being lead, taking direction and working independently.

Timely and accurate capture of all transactions on Risk Management Systems.

Year of experience: 5 + years of relevant experience

Must have experience with both Equities and Bonds, US and International

Understand trading structures accurately to capture all transactions, complete reconciliation checks, and ensure controls are performed.

Ensure all controls are diligently performed, completed, and signed off on a timely basis.

Work closely with Operations functions and infrastructure groups.

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

Experience with executing IPOs, follow on and shelf offerings and PIPEs a plus

Minimum 3 plus years of Investment Banking experience

Strong quantitative and analytical skills

Excellent technology skills with superior Microsoft Excel and PowerPoint skills

Professional maturity and experience to interact with senior bankers

Demonstrate strategic and creative thinking and distinguished communication skills