DescriptionReady to be the face of prime brokerage for toptier clients Join a team where you solve complex problems drive operational excellence and build deep product expertise. Youll collaborate across front office and support partners lead client conversations and shape process improvements in a fastmoving environment. Grow your career with meaningful ownership and visibility.
As a Cash Prime Brokerage Middle Office Associate within Prime Brokerage Operations you serve as the primary operational contact for external clients across equities and fixed income. You manage trade lifecycle events resolve issues quickly and ensure strong control discipline. Youll partner closely with front office product client service sales corporate actions product control and technology to deliver a seamless client experience. Together we will enhance straightthrough processing strengthen controls and improve processes firmwide.
The Cash Prime Brokerage Middle Office team supports external clients and internal stakeholders end to endtrade capture allocations settlements corporate actions documentation and reportingwhile driving continuous improvement through data and collaboration. You will have opportunities to lead initiatives that elevate client satisfaction and operational quality.
Job responsibilities
- Act as first point of contact for external clients on valuations collateral settlements documentation audits technology account setup and reporting
- Serve as first line support for account managers on trade bookings and issue resolution
- Define and run client engagement agendas including bestpractice reviews key performance indicators surveys and straightthrough processing targets
- Lead quarterly review meetings with clients and follow through on agreed actions
- Coordinate with global middle office and client service partners to deliver process and system improvements
- Communicate open issues clearly to clients and internal teams ensuring shared understanding and timely updates
- Manage client queries end to end driving prompt investigation and resolution
- Run the trade lifecycle across allocations settlements corporate actions affirmations and regulatory reporting
- Identify improvement opportunities and partner across teams to implement solutions
- Use management information and trend analysis to find root causes and prevent recurrence
- Work with clients settlements and third parties to ensure timely settlement and accurate trade capture
Required qualifications capabilities and skills
- Bachelors degree
- 3 years of experience in the financial services industry
- Strong communication and interpersonal skills; able to build relationships with clients sales traders support technology and product teams
- Selfstarter with ownership initiative creativity and a positive cando attitude
- Leadership skills to take responsibility drive outcomes and escalate appropriately to management and control functions
- Team player who can also work independently in a fastpaced highpressure environment
- Strong organization and prioritization skills; able to manage multiple tasks under pressure with exceptional attention to detail and adherence to control standards
- Analytical problemsolving and clientcentric approach; experienced leading client meetings and executing followups
- Ability to lead and deliver global initiatives for business and operations including bestpractice reviews and KPI tracking
- Product and process knowledge: equities fixed income operational flows; familiarity with straightthrough processing metrics and improvement levers; exposure to client reporting collateral and audit coordination
- Advanced Microsoft Excel skills (formulas reconciliations); experience collaborating on system changes
Required Experience:
IC
DescriptionReady to be the face of prime brokerage for toptier clients Join a team where you solve complex problems drive operational excellence and build deep product expertise. Youll collaborate across front office and support partners lead client conversations and shape process improvements in a ...
DescriptionReady to be the face of prime brokerage for toptier clients Join a team where you solve complex problems drive operational excellence and build deep product expertise. Youll collaborate across front office and support partners lead client conversations and shape process improvements in a fastmoving environment. Grow your career with meaningful ownership and visibility.
As a Cash Prime Brokerage Middle Office Associate within Prime Brokerage Operations you serve as the primary operational contact for external clients across equities and fixed income. You manage trade lifecycle events resolve issues quickly and ensure strong control discipline. Youll partner closely with front office product client service sales corporate actions product control and technology to deliver a seamless client experience. Together we will enhance straightthrough processing strengthen controls and improve processes firmwide.
The Cash Prime Brokerage Middle Office team supports external clients and internal stakeholders end to endtrade capture allocations settlements corporate actions documentation and reportingwhile driving continuous improvement through data and collaboration. You will have opportunities to lead initiatives that elevate client satisfaction and operational quality.
Job responsibilities
- Act as first point of contact for external clients on valuations collateral settlements documentation audits technology account setup and reporting
- Serve as first line support for account managers on trade bookings and issue resolution
- Define and run client engagement agendas including bestpractice reviews key performance indicators surveys and straightthrough processing targets
- Lead quarterly review meetings with clients and follow through on agreed actions
- Coordinate with global middle office and client service partners to deliver process and system improvements
- Communicate open issues clearly to clients and internal teams ensuring shared understanding and timely updates
- Manage client queries end to end driving prompt investigation and resolution
- Run the trade lifecycle across allocations settlements corporate actions affirmations and regulatory reporting
- Identify improvement opportunities and partner across teams to implement solutions
- Use management information and trend analysis to find root causes and prevent recurrence
- Work with clients settlements and third parties to ensure timely settlement and accurate trade capture
Required qualifications capabilities and skills
- Bachelors degree
- 3 years of experience in the financial services industry
- Strong communication and interpersonal skills; able to build relationships with clients sales traders support technology and product teams
- Selfstarter with ownership initiative creativity and a positive cando attitude
- Leadership skills to take responsibility drive outcomes and escalate appropriately to management and control functions
- Team player who can also work independently in a fastpaced highpressure environment
- Strong organization and prioritization skills; able to manage multiple tasks under pressure with exceptional attention to detail and adherence to control standards
- Analytical problemsolving and clientcentric approach; experienced leading client meetings and executing followups
- Ability to lead and deliver global initiatives for business and operations including bestpractice reviews and KPI tracking
- Product and process knowledge: equities fixed income operational flows; familiarity with straightthrough processing metrics and improvement levers; exposure to client reporting collateral and audit coordination
- Advanced Microsoft Excel skills (formulas reconciliations); experience collaborating on system changes
Required Experience:
IC
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