Demo

Finance Analyst II

Robertson and Company
New York, NY Full Time
POSTED ON 2/20/2025
AVAILABLE BEFORE 4/18/2025
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Introduction: Robertson is seeking a skilled Finance Analyst to join our client.

Contract Dates: 7 months with potential to extend or convert
Pay Rate: $57.52 per hour
Business Hours: Monday to Friday (Hybrid)


Job Responsibilities:
The Bank Securities' Municipal Operations Desk offers a unique opportunity to train in end-to-end processes while working to support the full lifecycle of municipal secondary trading. The position requires thorough attention to detail, risk management awareness and understanding the needs of the clients and internal business partners. Areas of responsibilities include trade allocation, identifying and resolving trade activity through a third-party custodian, researching and resolving trade breaks and fails, managing incoming/outgoing funds for Municipal Desk activities, Invoicing for the client syndicate business. You will build strong relationships and work collaboratively within Global Operations and Business Services teams including settlements, new accounts, reference data and change delivery to support the bank’s expanding Fixed Income business.


Experience & Qualification Requirements:
  • Capital Markets/ Fixed income: 2yrs
  • Investment banking operations: 2yrs
  • Risk management
  • Data management (export data)
  • MS Suite especially Excel

****ALL CANDIDATES MUST COMPLETE A FULL BACKGROUND CHECK AS PART OF THE APPLICATION PROCESS****

How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Salary : $58

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