Demo

Financial Analyst

Robertson & Company Ltd.
New York, NY Contractor
POSTED ON 2/20/2025
AVAILABLE BEFORE 3/20/2025

Banking or financial background is a MUST


MUST HAVE:

1.) Capital Markets/ Fixed income 2yrs

2.) Investment banking operations 2yrs

3.) Risk management

4.) Data management ( export data )

5.) MS suite especially Excel

NICE TO HAVE

1.) Bloomberg, ALERT and Broadridge Impact systems


SUMMARY OF DAY TO DAY RESPONSIBILITIES:

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 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 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 expanding Fixed Income business.

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