Financial Operations Specialist II

Join a multinational investment bank and financial services holding company headquartered in Manhattan, NY, with a strong presence in investment banking and auxiliary sectors.

Job Title: Financial Operations Specialist II
Work Setup: Hybrid (3 Days Onsite, 2 Days Work From Home)
Pay Rate: $22.28/hr (Paid Weekly)
Shift: Monday - Friday, 8:00 AM - 5:00 PM.
Start Date: ASAP, pending onboarding completion.
Location: 1400 Merrill Lynch Dr., Pennington, NJ 08534
Contract Length: Initial 8-month contract
Potential for extension or conversion to full-time based on performance, attendance, and business needs
Benefits: Health, Dental, and Vision Insurance

Position Overview

The Funds Trade Support Operations Analyst will handle trade corrections, manual trade exceptions, and other financial transactions in support of Mutual Fund Trading, including offshore funds. This role involves collaboration with internal and external business partners, including Fund Families, Portfolio Managers, Trading Desks, and Transfer Agents. The ideal candidate will be highly organized, able to manage multiple tasks under tight deadlines, and possess strong communication skills.

Key Responsibilities

• Communicate trade information to external parties.
• Process manual trade instructions accurately.
• Validate key control reports to ensure accuracy and compliance.
• Perform quality assurance checks on trade activities.
• Manage time effectively to meet deadlines and operational requirements.

• Strong organizational skills.
• Excellent verbal and written communication skills.
• Strong problem-solving and decision-making abilities.
• Effective time management skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

• Knowledge of investment products.
• Advanced Microsoft Excel skills.