About The Position

The Associate will work within Equities Operations on the Strategic Analytics and Configuration Team, which partners with engineering, operations, trading, and client services to optimize client configurations. The role focuses on providing high-quality service to institutional clients by finding commercial solutions that meet client needs while maintaining appropriate risk and control. The position involves coordinating strategic projects, communicating with stakeholders and management, investigating client and processing issues, and using technology to streamline operations. The Associate will analyze processes to reduce risk and repetitive effort, improve efficiency and accuracy, and support strong operational and client service outcomes. The role also includes coaching junior team members.

Requirements

  • Bachelor’s degree.
  • At least 4 years of prior work experience in a relevant field.
  • Strong academic background and high motivation.
  • Proficient to advanced skills in Microsoft Office, including Excel, PowerPoint, Word, and Outlook.
  • Ability to multitask and prioritize effectively.
  • Ability to thrive in a fast-paced, dynamic environment and eagerness to learn.
  • Strong organization, attention to detail, and follow-through.
  • Team orientation, positive attitude, and strong work ethic.
  • Strong written and verbal communication skills.
  • Drive to implement process improvements and challenge inefficiencies.
  • Ability to manage multiple projects with competing deadlines.
  • Ability to work independently, analyze and evaluate information, and form independent judgments.
  • Integrity, ethical standards, and sound judgment.
  • Ability to interact effectively and build relationships with senior management and global stakeholders.

Responsibilities

  • Plan and ensure delivery of strategic projects.
  • Communicate project status to key stakeholders and management.
  • Escalate and mitigate execution risks and issues to minimize project impacts.
  • Use technology and tools to streamline processes.
  • Investigate client issues and daily operational problems, and share opportunities for improvement.
  • Investigate straight-through processing rates, identify solutions, and escalate issues.
  • Analyze and improve processes and procedures to reduce risk and eliminate repetitive effort.
  • Help influence client behavior to achieve superior operational and client service outcomes.
  • Recommend process improvements to increase efficiency and accuracy.
  • Coach and provide guidance to junior team members.

Benefits

  • Benefits offerings
  • Wellness offerings
  • Personal finance offerings
  • Mindfulness programs
  • Training and development opportunities
  • Firmwide networks
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