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brokerage operations analyst

Stash

<div><p>Want to help everyday Americans invest and build wealth? Financial inequality is increasing, and too many people are getting left behind. At Stash, we are passionate about democratizing wealth creation through education, advice, and products that help customers achieve greater financial freedom.</p>
<p>
The Brokerage Operations Analyst will be a crucial addition to our Operations team and will be responsible for daily brokerage operations functions. If you're an equities trading expert with a desire to join a startup and make a huge impact from day 1 - Stash is looking for you!</p>
<p><b>
What you'll do:</b></p>
<ul>
<li>Complete daily brokerage operations tasks/ workflows, including cash, position, and trading reconciliations to ensure that all operational procedures and risk controls are followed, documented, and properly maintained</li>
<li>Ensuring the timely settlement of all trades and underlying client allocations, including resolving client and street side breaks</li>
<li>Review and reconcile house accounts.</li>
<li>Process trade bookings and cancel/rebills</li>
<li>Process, monitor and troubleshoot ACATs</li>
<li>Ensure accuracy of all positions, cash and broker data on firm systems.</li>
<li>Provide ongoing user account maintenance and review of new and existing account activity</li>
<li>Monitor and manage mandatory and/or voluntary corporate action events including dividends and interest payments</li>
<li>Provide support to Legal, Compliance, Product, and Engineering teams to establish, monitor and manage key risk indicators for all functions.</li>
<li>Identify opportunities to improve operational processes through automation</li>
<li>Participate in project work, including needs assessment, to build out and scale operational and technology platforms, including QA cycles</li>
</ul>
<p><b>What we're looking for:</b></p>
<ul>
<li>1-3 years of brokerage operations/trading experience</li>
<li>Knowledge of Equities trading, clearance, ACATS, and settlement. Margin experience a plus</li>
<li>Technology-driven with a focus on the application of operational procedures and automation</li>
<li>Understanding of FINRA and SEC Regulatory framework</li>
<li>FINRA Series 99 required. Series 7, 63</li>
<li>Bachelor's Degree in Finance, Economics, or quantitative field</li>
<li>Advanced skills in MS Excel</li>
<li>Intermediate skills in SQL and VBA/Macros</li>
</ul>
<p><b>Gold Stars:</b></p>
<ul>
<li>Series 57 or ability to obtain within 90 days</li>
</ul>
<p>#LI-Hybrid</p>
<p><b>
Our Commitment to Diversity, Equity, and Inclusion</b></p>
<p>
We proudly celebrate the unique qualities that make you you, 365 days a year, and not just because it's the right thing to do or good for business. We embed the principles and practices of diversity, equity, and inclusion (DEI) into all that we do to prioritize people, a Stash core value, and to ensure Stashers of all backgrounds and experiences can be their authentic selves.</p>
<p>
We are also proud to be the first and only venture-backed fintech to join the CEO Action for Diversity &amp; Inclusion&trade;, and as an Equal Opportunity Employer, Stash is committed to building an inclusive environment for people of all backgrounds.</p>
<p>
If you require any reasonable accommodations to make your application process more accessible, please reach out to recruiting@Stash.com.</p>
<p><b>
Helping You Invest in Yourself</b></p>
<ul>
<li>Comprehensive total rewards package, comprising compensation (salary and equity) and health care benefits</li>
<li>Complimentary subscription to Stash+ account</li>
<li>Flexible work policy &ndash; We offer a flexible work environment that blends working from home with in-person collaboration at our NYC office to support productivity and team culture.</li>
<li>Flexible PTO</li>
<li>Work-from-home equipment stipends; home internet subsidy</li>
<li>Paid Parental Leave (offerings for birth giving and non-birth giving parents) Primary &amp; Secondary</li>
<li>Enhanced health and wellness benefits through One Medical, Gympass, and Maven Health</li>
</ul>
<p><b>External Recognition for Stash</b></p>
<ul>
<li>Benzinga's 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards</li>
<li>Qorus-Accenture's 2023 Banking Innovation Awards</li>
<li>USA Today and Statista's 2023 Top 500 Best Financial Advisory Firms</li>
<li>Comparably's Best Company Awards: Best Places to Work, Best Company Outlook, and Best Engineering Team for Diversity, Women, Culture, and more! (2023)</li>
<li>Fintech Breakthrough Award: Best Personal Finance App (2023)</li>
<li>BuiltIn's Best Places to Work (2022, 2021, 2020, 2019)</li>
<li>Forbes Fintech 50 (2021, 2020, 2019)</li>
<li>Best Digital Bank, Finovate Awards (2020)</li>
<li>Tearsheet Challenge Awards, Best Banking Card Product - Stock-Back&reg; Card, 2020</li>
<li>LendIt Fintech Innovator of the Year (2020, 2019)</li>
</ul>
<p><b>Salary Range:</b> $96,067- $142,987</p>
<p>
The base salary range represents the reasonably anticipated low and high end of the salary range for this position. Actual salaries will vary and will be based on various factors, such as the candidate's qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.</p>
<p><b>
**No recruiters, please**</b></p></div>

Brokerage Operations Analyst

Weill Cornell Medicine

<div><div>Title: Service Operations Analyst I - Security</div>
<div>
Location: Midtown</div>
<div>
Org Unit: IT Operations</div>
<div>
Work Days: Monday - Friday (Some weekends)</div>
<div>
Weekly Hours: 35.00 Hybrid</div>
<div>
Exemption Status: Exempt</div>
<div>
Salary Range: $85,000.00 - $98,100.00</div>
<ul><li>As required under NYC Human Rights Law Int 1208-2018 - Salary range for this role when Hired for NYC Offices</li></ul><div><div><div><div>
Position Summary</div>
</div><div><div>
The Service Operations Analyst I - Secrurity role is responsible for the 24 x 7 health of all monitored and managed systems, network and applications. They will provide IT technical and application support to the WCM community. They are responsible for identifying incidents, events, and analyzing problem trends, overseeing the management and resolution of issues. Analyst is responsible for reviewing monitoring status, correlating events, understanding alarm diagnosis and incident/event trends. They troubleshoot and resolve discovered issues under the scope of Operations Center-supported services. The SOC Analyst requires technical acumen, excellent communication skills, troubleshooting skills, and the ability to facilitate and manage technical bridge lines that cross multiple domains. They need to quickly determine root cause, business impact and resolve issues as quickly as possible</div></div></div><div><div><div>
Job Responsibilities</div>
</div><ul><li>Responsible for monitoring and troubleshooting of processes, system triage and recovery for all infrastructure, applications, and data center(s) environments. Identifies operational risks and proposes alternative solutions.
</li><li>Participates in technical escalation of IT issues, collaborating with both application and operational teams through systems analysis, diagnosis, trouble-shooting, performance analysis and resolution.
</li><li>Participates in 24 x 7 monitoring and troubleshooting of Service Operations Center-monitored services, including Infrastructure, Networks, applications and monitored applications. Performs triage and remediation of detected issues.
</li><li>Responds to tickets and phone queue for Service Operations Center.
</li><li>Administers servers, storage, and/or backup technologies.
</li><li>Works collaboratively with engineering team to provide continuing service management and support on all production and test/development systems. Provides support and maintenance for all current and new systems.
</li><li>Monitors event console, identifying patterns of activity that could warrant technical intervention to resolve prior to a production outage.
</li><li>Provides ongoing support and management of monitoring tools. Participates in an on-call and/or shift rotation that provides 24x7x365 coverage, including management and monitoring of mission critical systems and networks.
</li><li>Ensures SOP procedures have been fulfilled and that work instructions and SOPs are being followed.
</li><li>Ensures that service requests are fulfilled as per the operational level agreement and committed fulfillment time.
</li><li>Develops knowledge base articles and work instructions for inclusion into knowledge base of record. Follows WCM ITIL process work flows to ensure operational tasks and activities are being followed for incident, request, change and event management.
</li><li>Follows the change management process for operational change tasks to ensure compliance for change management. Ensures all change management tasks are complete.
</li><li>Occasionally assists with data center(s) activities such as shipping, delivery, inventory, and operational tasks.
</li></ul></div><div><div><div>Education</div>
</div><ul><li>Bachelor's Degree
</li></ul></div><div><div><div>Experience</div>
</div><div><ul><li>Bachelor's degree in a related field or four years of equivalent technical experience is required.</li>
<li>ITIL v3 Foundations is highly desired.</li>
<li>Network+ certification is highly desired.</li>
<li>VMWare, Microsoft Server, Red-Hat Linux, A+, Security+, and or Network+ certification(s) preferred.</li>
<li>Information security certifications, such as Security+, CEH, GIAC, SSCP</li>
<li>Basic understanding of the legal aspects of data acquisitions and electronic discovery</li>
<li>Strong conceptual thinking, verbal, and communication skills</li>
<li>Strong understanding of logging or security event and incident management systems, such as Syslog, Splunk, etc.</li>
<li>Experience using security tools, such as Metasploit, nmap, Kali, Backtrack Linux, Wireshark, netcat, etc.)</li>
<li>Responds to alerts generated by our security event and incident management (SEIM) and log management platform, Splunk Enterprise Security</li>
<li>Basic understanding of a variety of incidents and attack vectors, such as network intrusions, web-based attacks, malicious emails, root- and user-level compromises, malware, botnet infections, and other anomalous activity.</li>
</ul></div></div><div><div><div>Knowledge, Skills and Abilities</div>
</div><ul><li>Excellent communication skills (both verbal and written).
</li><li>Results driven individual who enjoys working in a fast paced and challenging environment.
</li><li>Capable of working independently with little supervision or direction.
</li><li>Excellent operations, troubleshooting, and critical thinking skills.
</li><li>Technical acumen and the ability to facilitate and manage technical bridge lines that cross multiple domains.
</li><li>Ability to quickly determine root cause, business impact and resolve issues as quickly as possible.
</li></ul></div><div><div><div>Licenses and Certifications</div>
</div></div><div><div><div>Working Conditions/Physical Demands</div>
</div><div><ul><li>May participate in a rotation, providing 24x7x365 support.</li>
<li>Position requires working in an office environment where there are some physical discomforts such as dust, dirt and noise.</li>
<li>Light travel between office locations, primarily within NYC is required.</li>
<li>Occasional meetings or clinical staff interactions in typical patient care areas may be required, though direct patient exposure is not expected.</li>
<li>Occasional moving of computer equipment or similar objects up to approximately 25 lbs may be required.</li></ul></div></div></div><br>
<p></p>
<p>Cornell welcomes students, faculty, and staff with diverse backgrounds from across the globe to pursue world-class education and career opportunities, to further the founding principle of &ldquo;any person, any study.&rdquo; No person shall be denied employment on the basis of any legally protected status or subjected to prohibited discrimination involving, but not limited to, such factors as race, ethnic or national origin, citizenship and immigration status, color, sex, pregnancy or pregnancy-related conditions, age, creed, religion, actual or perceived disability (including persons associated with such a person), arrest and/or conviction record, military or veteran status, sexual orientation, gender expression and/or identity, an individual&rsquo;s genetic information, domestic violence victim status, familial status, marital status, or any other characteristic protected by applicable federal, state, or local law.</p>
<p>Cornell University embraces diversity in its workforce and seeks job candidates who will contribute to a climate that supports students, faculty, and staff of all identities and backgrounds. We hire based on merit, and encourage people from historically underrepresented and/or marginalized identities to apply. Consistent with federal law, Cornell engages in affirmative action in employment for qualified protected veterans as defined in the Vietnam Era Veterans&rsquo; Readjustment Assistance Act (VEVRRA) and qualified individuals with disabilities under Section 503 of the Rehabilitation Act. We also recognize a lawful preference in employment practices for Native Americans living on or near Indian reservations in accordance with applicable law.</p></div><p></p>

Service Operations Analyst I - Security

Coda Search│Staffing

<div>
 <p>
  <strong>
   The Opportunity
  </strong>
 </p>
 <p>
  Our client, a prestigious international law firm is seeking a Financial Analyst to join its pricing and revenue strategy team in New York. This Financial Analyst role offers the opportunity to partner directly with business leaders and clients to develop pricing strategies, budgets, and data-driven financial insights that shape firmwide decision-making. You&rsquo;ll analyze client and matter profitability, support RFPs and negotiations, and play a hands-on role in improving financial performance and reporting accuracy across the organization.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Role at a Glance
  </strong>
 </p>
 <p>
  You&rsquo;ll work cross-functionally with attorneys, finance, and operations teams to design and implement pricing models, manage client fee arrangements, and develop analytical tools that drive strategic decision-making. This is a highly visible role for someone who thrives in a fast-paced, data-driven environment and enjoys using financial analysis to influence business outcomes.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Build and maintain pricing and financial models to support client fee arrangements, budgets, and matter forecasts.
  </li>
  <li>
   Review and implement client-specific rate agreements in collaboration with billing and finance teams.
  </li>
  <li>
   Conduct profitability, realization, and variance analyses to identify trends and optimize pricing performance.
  </li>
  <li>
   Prepare financial reports and present key insights to leadership, partners, and other stakeholders.
  </li>
  <li>
   Support pricing-related components of RFPs, client negotiations, and Outside Counsel Guideline reviews.
  </li>
  <li>
   Collaborate on annual rate reviews and contribute to process improvements that enhance efficiency and accuracy.
  </li>
  <li>
   Provide ad hoc analytical support to drive transparency and informed decision-making across the firm.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Finance, Accounting, Economics, or related discipline.
  </li>
  <li>
   2&ndash;3+ years of experience in pricing, FP&amp;A, or financial analysis (financial services, business consulting or legal industries preferred).
  </li>
  <li>
   Advanced Excel skills; exposure to SQL or data visualization tools preferred.
  </li>
  <li>
   Strong analytical and communication abilities with a high attention to detail.
  </li>
  <li>
   Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.
  </li>
 </ul>
</div>


Financial Analyst – Pricing and Revenue Strategy

<div><div><div><div>United States - New York</div>
</div><div><div>Sales</div>
</div><div><div>Investment Bank
</div></div><div><p><b>Job Reference #</b></p>
<div>329384BR</div>
</div><div><p><b>City</b></p>
<div>New York</div>
</div><div><p><b>Job Type</b></p>
<div>Full Time
</div></div><div><p><b>Your role</b></p>
<div>Do you have experience in a Sales or Capital introductions role?<br>
Do you have exceptional communication and organizational skills, with the ability to interact confidently with senior hedge fund managers and institutional investors?<br>
Are you interested in in working in a fast past environment?<br>
Do you have a proactive, entrepreneurial mindset and a client-first attitude?<br>
<br>
We're looking for a Cap Intro Specialist to:<br>
<ul><li>Operate in a fast-paced, client-centric environment involving frequent client/investor meetings/calls in which analysts assist in preparation, participation, and follow up</li><li>Heavy in-person, phone, and e-mail interaction with hedge fund clients, allocators and internal contacts</li><li>Prepare overview materials on individual hedge fund and investor firms</li><li>Analyze data on the hedge fund industry and summarize key trends and themes by creating content that is distributed to a global client base</li><li>Assist in planning, organization and execution of a range of client conferences and events</li><li>Assist in investor targeting reports and market trend analysis</li><li>Update internal CRM for client and allocator data</li></ul><br>
Detailed salary information:<br>
<ul><li>New York: the salary range for this role is $145000 to $172500</li></ul>
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.</div>
</div><div><p><b>Your Career Comeback</b></p>
<div>We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.</div>
</div><div><p><b>Your team</b></p>
<div>You'll be working in the Capital Introductions team in New York .
<br>
The UBS Capital Introductions (&ldquo;Cap Intro&rdquo;) team sits within the Prime Brokerage division of UBS Investment Bank and serves as a strategic partner to hedge fund clients and institutional investors around the world.
<br>
The team&rsquo;s core mission is to facilitate meaningful connections between hedge fund managers and qualified allocators&mdash;including endowments, foundations, family offices, fund-of-funds, outsourced CIOs, and pension plans&mdash;helping drive dialogue, fundraising, and long-term relationship development across the alternatives ecosystem.
<br>
As part of UBS&rsquo;s broader Prime Services platform, the Cap Intro team works closely with colleagues in Prime Brokerage, Financing, Equity Sales, and Global Markets to deliver a holistic client experience.
<br>
The group provides consultative coverage to both emerging and established hedge fund managers, leveraging UBS&rsquo;s global network, proprietary investor intelligence, and institutional insights to create targeted matchmaking opportunities.</div>
</div><div><p><b>Your expertise</b></p>
<ul><li>Bachelor&rsquo;s Degree</li><li>Between 1-5 years of industry experience is preferred (e.g., capital introduction, marketing/investor relations, allocator role)</li><li>Self-starter with excellent attention to detail and exemplary problem-solving abilities</li><li>Exceptional interpersonal skills</li><li>Excellent written and verbal communication skills</li><li>Ability to multi-task, prioritize competing responsibilities, manage deadlines, and stay organized, while conducting oneself with a strong sense of personal accountability</li><li>Team player who collaborates</li></ul>
</div><div><p><b>About us</b></p>
<div>UBS is the world&rsquo;s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal &amp; Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.<br>
<br>
We have a presence in all major financial centers in more than 50 countries.</div>
</div><div><p><b>Salary information</b></p>
<div>US Only: The expected salary range for this role is $145000 to $172500 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see &laquo;Your role&raquo; section for detailed salary information.</div>
</div><div><p><b>Join us</b></p>
<div>At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We&rsquo;re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That&rsquo;s why collaboration is at the heart of everything we do. Because together, we&rsquo;re more than ourselves.<br>
<br>
We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.</div>
</div><div><p><b>Disclaimer / Policy statements</b></p>
<div>UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.</div></div></div></div><div></div>

Global Markets - Capital Introduction

BRATHON

<div>
 <p>
  <strong>
   Role : Sr Business Process Analyst
  </strong>
 </p>
 <p>
  Location of this will be in Midtown Manhattan, New York City.
 </p>
 <p>
  Duration for project will be long term (12+ months) with a potential RTH as well.
 </p>
 <p>
 </p>
 <p>
  Client is looking for a Senior Business Process Analyst with 3 - 5 years of trading desk experience in Trade execution and trade settlement team.
 </p>
 <p>
  Experience with following:
 </p>
 <ul>
  <li>
   large cap stocks, some option trading
  </li>
  <li>
   CTM/Moxy knowledge
  </li>
  <li>
   Knowledge of Genesis Platform: This is a software platform from SS&amp;C Advent streamline trading workflows
  </li>
  <li>
   Trust Query expert
  </li>
  <li>
   Reporting for MIS
  </li>
  <li>
   Good communication skills
  </li>
 </ul>
 <p>
 </p>
 <p>
  <u>
   This position will be in office in NYC 4 days a week
  </u>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Please share resume to Vandana@brathon.com
 </p>
</div>


Business Process Analyst

Comptech Associates

<div>
 <p>
  <strong>
   Job Title: Electronic Trading &ndash; Junior Business Analyst
  </strong>
 </p>
 <p>
  <strong>
   Duration: 6 Months
  </strong>
 </p>
 <p>
  <strong>
   Location: New York, NY (hybrid)
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   JOB DESCRIPTION
  </strong>
 </p>
 <ul>
  <li>
   Client is running a greenfield project to enhance its electronic trading offering within SCIB Fixed Income.
  </li>
  <li>
   Working closely with the fixed income trading business both in London and Spain, the team is delivering on the 3-year strategy to build out a new eTrading system to replace an existing vendor system.
  </li>
  <li>
   The project is sponsored at high levels within the business.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   SKILLS REQUIRED:
  </strong>
 </p>
 <ul>
  <li>
   Deep product knowledge of rates or credit products. Ideally both.
  </li>
  <li>
   Detailed knowledge of the D2C and D2C eTrading workflows in the market for Fixed Income
  </li>
  <li>
   Experience as a hands-on business analyst within a front-office development team for an investment bank.
  </li>
 </ul>
</div>


Junior Business Analyst

Selby Jennings

<div>
 <p>
  <strong>
   Investment Analyst - Principal Investments (Private Credit &amp; Equity)
  </strong>
 </p>
 <p>
  A leading global asset manager is seeking a driven and analytical Investment Analyst to join its Principal Investments team. This team manages approximately $40 billion in assets and invests across both private credit and equity. The firm offers a dynamic buy-side platform with broad deal exposure, consistent transaction experience, and direct access to senior investment professionals.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Key Responsibilities:
 </p>
 <ul>
  <li>
   Support deal execution across private credit and equity investments
  </li>
  <li>
   Conduct financial modeling, including LBO and valuation analyses
  </li>
  <li>
   Prepare investment memos and presentations for internal stakeholders
  </li>
  <li>
   Participate in due diligence and market research
  </li>
  <li>
   Collaborate with senior team members across the investment life cycle
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Requirements:
 </p>
 <ul>
  <li>
   <strong>
    Strictly 1-2 years of post-undergraduate professional experience
   </strong>
  </li>
  <li>
   Prior experience in investment banking, ideally in M&amp;A or Leveraged Finance
  </li>
  <li>
   Strong proficiency in Excel and financial modeling (especially LBO models)
  </li>
  <li>
   Background at a Bulge Bracket, Elite Boutique, or Middle Market investment bank
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Compensation:
 </p>
 <ul>
  <li>
   Competitive base salary and performance-based bonus
  </li>
  <li>
   Comprehensive benefits package
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  This is an exceptional opportunity to join a high-performing team with strong career development prospects and exposure to a diverse range of investment opportunities!
 </p>
</div>


Investment Analyst

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