Middle Office Operations Analyst jobs in United States
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Software Guidance & Assistance, Inc. (SGA, Inc.) · 3 weeks ago

Middle Office Operations Analyst

Software Guidance & Assistance, Inc. (SGA) is seeking a Middle Office Operations Analyst for a contract assignment with a premier Financial Services client in Denver, CO. The role involves supporting daily client trade activity across various asset types and managing key operational processes across the trade lifecycle.

Information TechnologyStaffing Agency

Responsibilities

Perform time-critical functions daily, which require gathering and verifying information from various sources in a fast-paced and high volume environment
Ensure daily reporting provided to relevant Oversight teams accurately reflects trade data and provides sufficient commentary
Work closely with multiple external and internal parties to identify and resolve transaction discrepancies, including unmatched and failed trades, pricing discrepancies, dividend/coupon variation, foreign exchange and derivatives contracts, account overdrafts, and bank wires
Perform monthly, quarterly, annual, and ad hoc reporting for internal and external clients. Assist clients with any follow-up questions that may arise
Research and resolve a variety of issues that may be complex in nature
Ongoing review of existing processes to identify potential improvements to create new efficiencies and increase quality and controls
Work on holidays may be required

Qualification

Accounting/Finance degreeFinancial industry experienceProblem-solving skillsSecurity types40 ACT mutual fund experienceSWIFT messaging experienceTask prioritizationCustomer service focusCommunication skillsAttention to detailWork independently

Required

Bachelor's Degree in Accounting/Finance or equivalent experience
1 – 3 years related financial industry experience
Demonstrated ability to solve complex problems and drive solutions
Strong interest and willingness to learn in the financial services industry
Excellent verbal and written communication skills
Track record of attention to detail and accuracy
Ability to identify and prioritize tasks appropriately

Preferred

Working knowledge of various security types; equity, debt, private instruments, derivatives, etc
40 ACT mutual fund experience (back or middle office operations preferred)
Experience with SWIFT messaging formats
Proven ability to maintain a customer service focused attitude in a high pressure environment
Ability to work independently within established guidelines and strict operational controls

Company

Software Guidance & Assistance, Inc. (SGA, Inc.)

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SGA is the technology and resource solutions provider driven to stand out. We are a certified women-owned business.

Funding

Current Stage
Growth Stage

Leadership Team

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Peter Taylor
CEO
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Andrew Gallagher - CCWP
Senior Vice President - Strategic Partnerships
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Company data provided by crunchbase