Core Ops Equity Trade Associate Senior
Core
Support global equity trading activity by ensuring accurate and timely trade processing, settlement, and risk monitoring.
Role type
Senior IC trade operations associate
Builds
Global equity trade lifecycle processing and settlement infrastructure
Domain
Financial services / Equity trading operations
Required skills
trade lifecycle processing, settlement and reconciliation, exception management, operational controls, risk management, advanced Excel (PivotTables, Power Query, VLOOKUP, XLOOKUP), Power BI, process improvement, data analysis, stakeholder collaboration
Preferred skills
equity trade operations, fund accounting, custody operations, workflow automation (Power Automate), system testing, AI-enabled tools
Technologies
Excel, Power BI, Power Automate
Responsibilities
Perform daily global equity trade operations including capture, enrichment, confirmation, settlement, and reconciliation; investigate trade breaks and operational exceptions; partner with trading, investment operations, brokers, and custodians; use operational data to identify trends and control risks; prepare operational reporting and dashboards; contribute to process improvement and automation efforts; document procedures and participate in system testing.
Seniority
Senior, hands-on IC