CareerPlan

Front Office Trading Services, EFC, Officer, Hybrid

Boston, Massachusetts, USFull-time$65k2026-10-16 → 2026-11-11
On-site

Core

Provide day-to-day support for Client Management and Sales & Trading teams within Execution, Financing and Clearing business, acting as the primary liaison for external and internal clients.

Role type

Front Office Trading Services Officer

Builds

Support for financing transactions, post-trade lifecycle events, and new trading initiatives across Prime Services and Secured Financing products.

Domain

Capital Markets / Execution, Financing and Clearing

Required skills

Analytical skills, problem-solving, attention to detail, communication, relationship management, ability to work under pressure

Preferred skills

Financial services industry experience, exposure to secured lending, prime services or agency lending, familiarity with Microsoft Office applications

Technologies

Microsoft Office (Word, Excel, Access, PowerPoint), CoPilot

Responsibilities

Partner with Client Management and Sales & Trading to support financing transactions and post-trade lifecycle events; Liaise with Front Office and Operations to monitor daily processes, resolve breaks, and manage escalations; Monitor trade activity, settlements, and financing positions to identify exceptions and mitigate operational risk; Assist with onboarding activities for new borrower accounts; Respond to client, broker, and internal inquiries related to financing transactions and settlements; Perform reconciliations and data quality reviews to ensure accuracy of trade and financing records; Assist with client and management reporting on financing activity and collateral; Partner with Trading desks to monitor financing inventory and ensure adherence to settlement obligations; Identify opportunities to streamline workflows and improve data quality; Build and maintain strong working relationships with internal and external stakeholders.

Seniority

Mid-level (2-5 years experience)