Operations Investment Banking Associate

BBVA • Houston, TX

139d • $80,000 - $95,000

About The Position

The BSI Operations Associate functions as a hybrid resource straddling both middle-office and back-office operations. The role is dynamic and requires flexibility, collaboration, and cross-functional execution to support daily operational processes tied to trade settlement and broader securities operations.

Requirements

• 3–5 years in a financial services operations role, ideally with exposure to both middle- and back-office environments.
• Direct experience with IMPACT (trade settlement system) and Bloomberg is advantageous.
• Experience liaising with Front-Office staff is highly valued.
• Strong understanding of the trade lifecycle, from order capture through to post-settlement.
• Proficiency in process analysis, ability to identify inefficiencies and streamline operations.
• Excellent communication skills, both written and verbal, for interfacing across teams and with vendors.
• Ability to work independently or within a small, fast-moving team, especially under tight deadlines.

Nice To Haves

• Series 99 or Series 7 license is a plus.

Responsibilities

• Monitor and manage funding needs for settlements, particularly through DTC (Depository Trust Company), Clearstream, and other ad-hoc channels as required.
• Ensure settlement funding readiness across multiple platforms and instruments.
• Provide oversight of BPO (Business Process Outsourcing) team: act as liaison and quality controller.
• Troubleshoot settlement issues (e.g., fails, incorrect allocations, mismatches).
• Chase missing coupon or interest payments and follow up on delayed settlements or unresolved trade issues.
• Support trade allocations and confirmations.
• Work closely with front-office and middle-office teams, ensuring timely trade capture and processing.
• Assist in customer trade allocations, trade amendments, and exception handling.
• Be a flexible contributor, adapting to team needs and shifting timelines.

Benefits

• Generous employee benefits package.
• Eligibility to receive a discretionary bonus.

What This Job Offers

• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees