Middle Office Associate – Equities Operations

Job Description

Middle Office Analyst | OCR Alpha

The Tone:
This is an exciting opportunity to join OCR Alpha, a leading Hedge Fund, in a pivotal Middle Office Analyst role. This position is integral to the smooth and efficient functioning of the equities operations team, serving as the crucial first point of contact for Portfolio Managers. The Analyst will directly contribute to operational excellence by managing key aspects of the trade lifecycle, addressing queries, and supporting essential financial events. This role offers an exceptional platform for an individual to significantly develop their market knowledge and build a long-term, impactful career within a high-performing financial institution.

The TL;DR
• Role: Early Career
• Team: equities operations team
• Mission: To provide essential operational support for Portfolio Managers by managing trade activity and the full trade lifecycle, resolving queries, and supporting key events.

What You’ll Actually Do
• Portfolio Manager Liaison: Act as the primary and immediate point of contact for Portfolio Managers, addressing all inquiries related to trade activity, profit and loss (P&L), and other operational matters.
• Trade Lifecycle Management: Take ownership of the complete trade lifecycle process, encompassing accurate and timely trade booking, ensuring efficient settlements, and diligently resolving any trade breaks that may arise.
• Event Support and Coordination: Provide essential operational support for complex corporate actions and various listed derivatives events, ensuring their smooth execution and accurate processing.
• Operational Enhancement: Actively contribute to and support strategic process improvement initiatives aimed at enhancing the efficiency and effectiveness of the equities operations team.

The Must-Haves
• Background: Candidates should possess professional experience acquired within a recognized financial institution. This includes prior roles at a hedge fund, asset manager, investment bank, or fund administrator.
• Experience: Demonstrated professional engagement within the operational or middle office functions of a financial services firm, specifically from the environments of a hedge fund, asset manager, investment bank, or fund administrator. No specific duration of experience is required, but prior exposure to these settings is essential.
• Skills: Solid foundational knowledge of various financial instruments is required, specifically including equities, equity options, futures, or swaps.
• Bonus: Experience contributing to automation efforts or leading process improvement initiatives would be a significant advantage in this role.