Qureos Mentor

Phyton Talent Advisors

<div>
 
 
 Overview
 
 
 
 Our client, a leading financial services firm, is seeking an experienced Operations Lead to support complex trade management functions. This individual will play a key role in enhancing productivity, reducing operational risk, and improving the overall client experience. Acting as a subject matter expert, the Operations Lead will oversee critical transaction workflows while partnering with leadership to drive process improvements and team performance.
 
 
 
 
 
 
 Key Responsibilities
 
 
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 Serve as a subject matter expert across trade management processes including instruction receipt, authentication, routing, entry, verification, processing, reporting, and reconciliation
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 Partner with leadership to improve operational efficiency, mitigate risk, and enhance client experience
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 Provide guidance and support to team members on complex transactions and serve as a point of escalation
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 Act as backup across all operational functions, including select supervisory responsibilities
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 Identify and resolve operational issues, partnering with management and cross-functional teams
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 Review trade instructions to identify discrepancies, missing details, or conflicting requirements
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 Communicate directly with clients and internal stakeholders to resolve issues in a professional setting
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 Ensure adherence to departmental standards, KPIs, and service level expectations
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 Proactively identify trends to improve straight-through processing (STP) and overall efficiency
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 Serve as a key point of contact for specific client relationships or processes
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 Contribute to continuous improvement initiatives to enhance accuracy, scalability, and client satisfaction
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 </ul>
 
 
 Requirements
 
 
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 2+ years of experience in operations, trade management, or financial services environment
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 Strong understanding of trade lifecycle, securities processing, and reconciliation workflows
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 Proven experience handling complex, client-specific transactions
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 Prior experience acting as a subject matter expert or team lead preferred
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 Ability to identify and resolve discrepancies, risk items, and operational issues
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 Strong client-facing communication skills with experience handling escalations
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 Experience working cross-functionally with operations, technology, and management teams
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 Demonstrated ability to improve processes and drive operational efficiencies (STP improvements a plus)
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 Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
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 Proficiency in Microsoft Excel and other operational/reporting tools
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 </ul>
</div>

Operations Lead

<div>
 
 
 Our Client, a Global Financial Services Firm, is seeking an Entry Level Analyst in their Jersey City, NJ.
 
 
 
 
 
 
 
 Key Responsibilities
 
 
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 Process and settle deliver and receive orders across equities, corporate fixed income, and commercial paper trades through DTC
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 Ensure all trades meet daily settlement deadlines and adhere to operational controls
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 Verify trade details against broker confirmations received via internal systems (e.g., Sonic), including account numbers, quantities, and CUSIPs
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 Review and resolve discrepancies such as DTC reclaims and mismatched trade details
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 Escalate high-value or complex trade issues to management as needed
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 Communicate effectively with internal teams, brokers, banks, and clients to resolve trade-related issues and minimize risk exposure
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 Maintain and manage daily trade volumes in a high-throughput environment
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 Contribute to management reporting, including tracking and analyzing trade volumes and operational metrics
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 Identify process improvement opportunities to increase efficiency and productivity
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 Develop a strong understanding of how trade processing impacts broader firm operations
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 </ul>
 
 
 
 
 
 Qualifications
 
 
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 Strong understanding of trade settlement processes, particularly within DTC
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 Demonstrated ability to identify, escalate, and resolve operational issues
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 Excellent verbal and written communication skills
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 Strong organizational skills with high attention to detail
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 Ability to manage time effectively and meet tight deadlines
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 Proven ability to multitask and work under pressure in a fast-paced environment
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 Proficiency in Microsoft Office and general PC skills
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 Ability to work both independently and collaboratively within a team
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 </ul>
</div>

Entry Level Analyst

<div>
 
 
 Our Client, a Global Investment Bank, is seeking a Talent Acquisition Specialist in their Dallas, TX location.
 
 
 
 
 
 
 A leading financial institution is seeking a Talent Acquisition Coordinator / Recruiter to join their U.S. Human Resources team supporting corporate functions and Transaction Banking. This role offers the opportunity to gain exposure to multiple business units while strengthening recruitment and talent acquisition experience in a fast-paced environment. This is an excellent opportunity for someone early in their recruiting career who is eager to work in a collaborative HR environment and support high-volume hiring initiatives.
 
 
 
 
 
 
 Key Responsibilities
 
 
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 Manage 20&ndash;30 active requisitions across corporate functions and Transaction Banking.
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 Conduct intake meetings with hiring managers to understand role requirements and recruitment strategy.
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 Manage and maintain the Applicant Tracking System (ATS) throughout the hiring process.
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 Source candidates through LinkedIn Recruiter and other sourcing platforms.
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 Review, screen, and shortlist candidates based on role requirements.
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 Conduct initial candidate screening calls and coordinate interviews.
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 Manage the full recruitment lifecycle from sourcing through offer stage.
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 Gather and communicate interview feedback between candidates and hiring managers.
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 Support and coordinate the offer process for selected candidates.
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 Partner with internal HR and recruiting team members to support hiring initiatives.
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 </ul>
 
 
 
 
 
 Required Qualifications
 
 
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 Bachelor&rsquo;s degree
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 Minimum 6 months of recruitment experience
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 Minimum 6 months of sourcing and candidate screening experience
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 Experience using LinkedIn Recruiter
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 Strong communication, organization, and time management skills
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 Ability to manage high-volume requisitions in a fast-paced environment
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 </ul>
 
 
 
 
 
 Preferred Qualifications
 
 
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 Experience using SAP SuccessFactors or similar ATS
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 Exposure to financial services recruiting
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 Experience sourcing candidates within financial institutions
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 Key Skills
 
 
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 Full lifecycle recruiting
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 Candidate sourcing and screening
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 Stakeholder communication
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 Time management and prioritization
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 High-volume recruiting support
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 Adaptability in a fast-paced environment
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 </ul>
</div>

Talent Acquisition Coordinator

<div>
 
 
 Our Client, a Global Financial Services Firm, is seeking a Financial Planning &amp; Reporting Analyst in their New York, NY location.
 
 
 
 
 
 
 
 Responsibilities
 
 
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 Support automation initiatives and process improvement efforts across finance and reporting functions
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 Assist with the calculation and delivery of firm equity and carried interest estimates to the firm&rsquo;s General Ledger
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 Monitor and forecast quarterly investment-related revenue, including public market pricing, FX impacts, and private valuation estimates
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 Produce quarterly PPNR revenue and balance sheet forecasts, including assumption gathering, data validation, and model output review across revenue streams and expenses
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 Partner with cross-functional finance teams to enhance financial processes, systems, and internal controls
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 Contribute to ad hoc financial analyses, reporting requests, and strategic initiatives as business needs arise
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 </ul>
 
 
 
 
 
 Required
 
 
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 Strong organizational, communication, and interpersonal skills
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 Experience creating, improving, and maintaining process documentation
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 Advanced proficiency in Microsoft Excel and PowerPoint; Power BI experience preferred
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 Familiarity with financial systems such as TM1 is a plus
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 High attention to detail with strong accuracy and deadline management
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 Strong analytical, problem-solving, and critical thinking skills
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 Ability to manage multiple priorities in a fast-paced environment
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 Working knowledge of private alternative investment structures (Private Equity, Real Estate, Credit) preferred
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 Bachelor&rsquo;s degree in Finance, Accounting, or a related field preferred
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 </ul>
</div>

Financial Planning & Reporting Analyst

Join Phyton Talent Advisors and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Phyton Talent Advisors

About Company

Operations Lead

Entry Level Analyst

Talent Acquisition Coordinator

Financial Planning & Reporting Analyst