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Nextera Search · 7 hours ago

Operations Associate

NYC Metro Area

Full-time

Onsite

New Grad, Entry Level

$100K/yr - $115K/yr

0+ years exp

Nextera Search is a Financial Services Firm based in New York City seeking an experienced professional to join their team as an Operations Associate. The role involves supporting the full trade lifecycle across multiple asset classes and ensuring timely and accurate trade capture and settlements.

Staffing & Recruiting

Responsibilities

Support the full trade lifecycle across multiple asset classes, including equities, derivatives, credit, and FX, from execution through settlement; serve as backup to the Trading and Operations Associate as needed

Ensure timely and accurate trade capture, allocations, confirmations, and settlements

Coordinate with outsourced middle- and back-office providers, third-party administrators, and internal stakeholders to identify and resolve trade breaks, settlement fails, and discrepancies with brokers and counterparties

Work closely with the Trading and Operations Associate and Portfolio Manager to support accurate and efficient trade execution

Provide operational support for margin, financing, stock borrow/loan activity, proxy voting, and corporate actions

Assist with onboarding new brokers, counterparties, and trading relationships

Maintain data integrity across order management, portfolio, and risk management systems, and support timely and accurate client reporting

Participate in system testing, system enhancements, and process automation initiatives to improve operational efficiency

Support the Chief Operating Officer and General Counsel with day-to-day administrative and operational needs, including scheduling, coordination, and meeting support, as well as broader firm initiatives and process improvements

Perform other duties, as needed

Qualification

Investment management operationsMicrosoft ExcelQuantitative skillsPythonCommunication skills

Required

Bachelor's degree (BA, BS, BBA, or equivalent) required, with a strong academic record

Demonstrated interest in investment management operations and compliance, with a willingness to learn, think creatively, and collaborate closely with senior leadership and cross-functional teams to help build a high-performing organization and positive workplace culture

Excellent quantitative, verbal, and written communication skills, with strong attention to detail, a process-oriented mindset, and a commitment to high standards of quality and accuracy

Proficiency in Microsoft Word, Excel, and PowerPoint required