Operations Specialist

Title: Trade Desk Support Associate
Location: Office Location: 4 Times Square New York, NY- Hybrid 2-3 days a week in office to be discussed with HM
Duration: 12 months

Job Summary

The Trade Desk Support Associate supports front-office sales and trading activities by ensuring timely and accurate trade processing, reconciliation, lifecycle event management, and operational support across financial products. The role partners with traders, sales teams, operations, technology, compliance, and clients to support efficient transaction processing and maintain a strong control environment.

Key Responsibilities

• Support daily trade capture, validation, and booking activities to ensure accurate downstream processing and settlement.
• Investigate and resolve trade breaks, exceptions, and reconciliation discrepancies.
• Perform trade affirmation, allocation, and lifecycle event processing activities.
• Partner with traders and sales teams to address operational issues, client inquiries, and transaction-related requests.
• Monitor transaction processing controls and escalate issues, risks, or regulatory concerns when appropriate.
• Coordinate with Operations, Technology, Compliance, and external counterparties to support successful trade execution and settlement.
• Support implementation of new products, business initiatives, and technology enhancements.
• Maintain process documentation, procedures, and audit evidence in accordance with regulatory and internal requirements.
• Participate in testing, system upgrades, and process improvement initiatives to enhance efficiency and scalability.

Qualifications & Competencies

• Bachelor’s degree in Finance, Business, Economics, Accounting, Computer Science, or a related field preferred.
• Up to 5 years of experience in trade support, capital markets operations, middle office, or financial services.
• Understanding of capital markets products such as fixed income, equities, repo, foreign exchange, or derivatives.
• Experience working with trading systems, market data platforms, and operational workflows.
• Advanced Microsoft Excel skills; SQL, VBA, Python, or automation knowledge is an asset.
• Strong analytical, problem-solving, and organizational skills.
• High attention to detail and transaction accuracy.
• Strong risk and control mindset.
• Ability to work under pressure in a fast-paced trading environment.
• Effective communication and stakeholder management skills.
• Strong client service orientation.
• Ability to manage multiple priorities and deadlines.
• Continuous improvement and process optimization mindset.

Typical Functional Activities

• Trade Bookings
• Trade Validation & Reconciliation (FOBO)
• Trade Affirmation & Allocation
• Break Remediation
• Life Cycle Event Processing
• Sales & Client Support
• Trader Support
• Regulatory Monitoring
• Cash Movement & Settlement Support
• Product and System Testing
• Process Improvement & Automation Initiatives

Location

This exciting opportunity is based in the vibrant city of New York, offering a dynamic and fast-paced work environment in the heart of the financial industry.

Executive Summary

Trade Desk Support Associates provide operational and technical support to sales and trading desks by ensuring accurate transaction processing, managing trade lifecycle events, resolving exceptions, and serving as the primary liaison between front office, operations, technology, and clients.