Job Openings

Operational Services Associate

Job ID: BH504841

Category: Fund Accountant

Specialty: Accounting & Finance

Our client, a growing bank headquartered in New York City is seeking an Operational Services Associate to join their team on a contract to hire basis. This individual will be responsible for supporting the administration of Shares Held Elsewhere (SHE) assets, transition services, cash movement, securities lending and benefit payments. The Operational Services Associate will act in a lead capacity to make determinations on funding, LOI sequencing and resolving complex client and investment manager issues.

Must Haves:
*Direct experience or knowledge of securities lending and benefit payments
*Knowledge of accounting principles, reconcilement process and operational requirements relevant to equities fixed income, financial futures, and options

*Excel (Ability to development and manage complex spreadsheets using advanced formulas, models and macros)

*Bachelor’s degree


The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract to Direct

Location: New York, New York