Lead Operations Analyst – Brokerage - Brooklyn

Role · Stash Invest is in search of a Brokerage and Compliance Analyst to assist in the day to day Brokerage Operations of a rapidly growing investment advisor. · ResponsibilitiesAssist in the day to day brokerage operations, including account management, Clearance/Settlement and ...

The position involves servicing clients including preparing financial plans, conducting investment research, completing client trades and transactions.Responsibilities include receiving and placing orders, replying to queries regarding market information, processing corporate act ...

The position is responsible for the general servicing and support of Financial Advisors, including administrative and operational support, business development assistance, and providing client service when the Financial Advisor is unavailable. · ...

The Brokerage Treasury Operations Analyst ensures cash flows in firm depository accounts are managed properly. · ...

The Brokerage Treasury Operations Analyst will ensure cash flows in depository accounts are managed properly. · Manage daily check deposit flows in firm's depository accounts. · Conduct various daily cash management funding/settlement-related activities. · ...

· Job Description: · Note: Fidelity will not provide immigration sponsorship for this position · We are looking for a detail‑oriented Data Analyst who enjoys working with data, solving problems, and uncovering insights. This role is ideal for someone who is comfortable working ...

Job Description: · Note: Fidelity will not provide immigration sponsorship for this position · We are looking for a detail‑oriented Data Analyst who enjoys working with data, solving problems, and uncovering insights. This role is ideal for someone who is comfortable working with ...

The client is seeking an Entry-Level Brokerage Operations Analyst to support the return mail process including coordination of storage of undeliverable mail and documentation of process and procedures for return mail process. · ...

The Brokerage Treasury Operations Analyst ensures cash flows in the firm's various depository accounts are managed properly and conducts funding and settlement activities to support the organization's cash management objectives. · ...

The Brokerage Client Service Analyst is responsible for providing general servicing and support to Financial Advisors, including administrative and operational assistance. · ...

Job Description · Brokerage Operations Associate Analyst, Brokerage Treasury Operations · The Role · As a Brokerage Operations Associate Analyst, you will work in Treasury's Cash Management Services division to support timely and accurate Money Movement-related transaction proces ...

As a Data Operations Analyst within the Prime Brokerage Operations team you will manage the Creation and Maintenance of Prime Brokerage records Reference Data and Standard Settlement Instructions SSI You will be responsible for maintaining the day-to-day operations supporting the ...

We are a rapidly growing commercial real estate finance firm located in the heart of Brooklyn, NY. · We provide sophisticated capital solutions to investors and private lenders. Our team thrives on complex, high-value transactions, · delivering tailored financing strategies that ...

We are a rapidly growing commercial real estate finance firm located in the heart of Brooklyn, NY, focused on providing sophisticated capital solutions to investors and private lenders. Our team thrives on complex, high-value transactions, delivering tailored financing strategies ...

We have an exciting opportunity to help expand your knowledge, · skills and abilities in the credit risk management processing space. · The Private Banking (PB) Operations team monitors all JPMorgan PB exposures · (loans OTC derivatives and brokerage margin loans) secured by fina ...

Global Financial Services Firm is hiring for a Senior Client Implementation Analyst / Specialist - Prime Brokerage with strong analytical, Prime Brokerage / margin operations, change management and client services skills to be based in their New York office. Financial Services ex ...

A well-known multi-strategy hedge fund seeks a Trade Surveillance Analyst for its compliance team. · Experience in trade or market surveillance. · Exposure to equities and/or derivatives trading. · ...

We are representing a New York–based insurance brokerage specializing in Representations & Warranties Insurance (RWI) for private equity and strategic M&A transactions. · ...

We provide clarity in a world of trade complexity so that businesses can grow further,faster,smarter. Over 30,000 clients trust us with their customs brokerage,trading consulting/global trade management and freight needs. · You'll be part of a supportive team,gain valuable indust ...

This is a sales & acquisition role in brokerage: 80-90% of your time will be spent on proactive cold calling, outbound outreach, · & building your own portfolio.We're growing fast, and we're looking for an ambitious, commercially driven Sales Trader to join our high-performance t ...

This role involves managing Financial Representatives and ensuring accurate field compensation. The position requires customer service skills and experience in Broker Dealer firms. · Manage Financial Representatives (FRs), Protégé's, Registered Representatives (RRs), Professional ...