HJ Sims · 15 hours ago
Operations Specialist
Fairfield County, CT
Full-time
Onsite
New Grad, Entry LevelHJ Sims is a full-service financial services firm delivering innovative solutions to clients. They are seeking an Operations Specialist to compile daily trade blotters, monitor trading activities, and manage information flow to institutional investors.
BankingFinanceFinancial Services
Hiring Manager
Lauren Finkbeiner
Responsibilities
Compile daily trade blotters and allocate trade tickets
Monitor intraday trading activity and settlement status (RTTM)
Respond to back-office inquiries and emails
Balance trading inventories and resolve cancel and correct forms
Oversee rejected accounts and ensure timely resolution
Learn and utilize trading and operational systems, including TOMS, Tradeweb/Bonddesk, and Pershing NetX360
Open and maintain new accounts via NetX and Bloomberg
Manage information flow to institutional investors
Qualification
Required
Basic understanding of financial markets
Strong proficiency in Microsoft Excel and PowerPoint
Ability to manage multiple priorities in a fast-paced environment
Strong verbal and written communication skills
Highly organized with attention to detail
Company
HJ Sims
HJ Sims is an investment banking company that offers asset management services.
Founded in 1935
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$5.4M2014-04-15Series Unknown· $5.4M
Leadership Team
Richard Cumiskey
Senior Vice President, Chief Compliance Officer
Lauren Finkbeiner
Director, People Operations, HR Business Partner
Recent News
2025-09-12
Birmingham Business Journal
2024-12-12
Company data provided by crunchbase