Senior Representative/Associate Analyst, Brokerage Operations

Role responsibilities

You will analyze, research, and monitor exceptions in account balances to ensure the accuracy and integrity of reports. The role involves performing reconciliations and collaborating with business partners to address variances in account balances.

Requirements

A bachelor's degree in Finance or Business is required, along with a strong interest in the financial services industry and at least 2 years of brokerage operations experience. Strong analytical, communication, and organizational skills are essential.

Key skills

Finance, Business, Brokerage Operations, Stock Record, Analytical Skills, Research Skills, Problem Solving, Communication Skills, Interpersonal Skills, Attention to Detail, Teamwork, MS Office, Organizational Skills

Keywords

Brokerage Operations, Accounts Control, Reconciliations, Stock Record, Cash Breaks, Depository Breaks, Audit Confirmation, Operational Integrity, Financial Reports, Regulatory Compliance, Fidelity Capital Markets, DTCC, BONY, Automation, Financial Services, Customer Protection