3 дня назад
Investment Operations Associate (Securities Operations)
45 228 - 72 365$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Operations Associate (Securities Operations): Supporting investment operations through accurate trade input, platform administration, end-of-day processing, reconciliation, and reporting with an accent on trade settlement, data integrity, and securities platforms. Focus on maintaining APX and Moxy systems, resolving reconciliation and settlement issues, and improving workflows under time-sensitive conditions.
Location: Onsite in Omaha, United States
Salary: $45,228–$72,365 base pay per year
Company
is a financial services organization offering banking, wealth management, and investment services.
What you will do
- Input and upload fixed-income trades across trading and portfolio management platforms.
- Execute end-of-day processing for trading and reporting systems while maintaining data integrity.
- Administer APX and Moxy platforms, including pricing, account maintenance, and account coding updates.
- Support daily reconciliation and coordinate with custodians as backup coverage.
- Produce client-facing and internal reports and identify workflow improvements.
- Document operational processes to support consistency and knowledge transfer.
Requirements
- Bachelor’s degree or equivalent work experience.
- Strong analytical, critical-thinking, organizational, and communication skills.
- Proficiency in Microsoft Excel.
- Ability to work accurately in a team-oriented, deadline-driven environment.
- Experience with securities operations and understanding of trade settlement processes.
- Unrestricted US work authorization is required; future sponsorship is not available.
Nice to have
- Experience with Advent APX/Moxy, TrustDesk, Raymond James Advisor Access, or equivalent systems.
- Knowledge of bank systems, fiduciary services, and regulatory requirements.
Culture & Benefits
- Onsite work environment focused on collaboration, mentorship, and professional growth.
- Medical, dental, and vision insurance.
- 401(k) with matching contributions.
- Paid time-off programs, HSA, and dependent-care benefits.
- Tuition assistance, employee banking, and short- and long-term disability insurance.
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