Operations Analyst (Fintech)

TL;DR

Operations Analyst (Finance): Supporting post-trade operations and lifecycle processing for diverse asset classes with an accent on trade booking, settlement, and regulatory compliance. Focus on optimizing cash movements, validating fee calculations, and resolving post-trade exceptions in coordination with trading desks.

Location: Miami, Florida, United States

Company

hirify.global is a leading investment bank providing a comprehensive range of financial services and wealth management solutions.

What you will do

• Support post-trade operations and lifecycle processing for equities, fixed income, options, mutual funds, and alternative investments.
• Process and monitor domestic and international cash movements and asset transfers, including ACATs.
• Oversee operational processes for Wealth Management and Retail client accounts, resolving internal inquiries.
• Monitor and validate wrap account billing, fee calculations, rebates, and revenue allocations.
• Coordinate with trading desks, clearing firms, and counterparties to resolve settlement breaks and exceptions.
• Drive process improvements, automation, and operational efficiency for new products and systems.

Requirements

• SIE and Series 99 certifications are required.
• Bachelor’s Degree or equivalent.
• 2+ years of experience in Operations at an investment bank or financial firm.
• Excellent English communication skills, both spoken and written.
• Experience in project management and ability to collaborate across Operations, Trading, IT, Legal, and Compliance.
• Strong analytical ability and problem-solving skills with a high degree of organization.