Financial Analyst IIThis is a contract opportunity.This is a Hybrid opportunity with 3 days in the office and 2 days remote.
About This Position
We are seeking a Global Wealth Management Operations – Clearance Team professional to join our team. This role involves managing the trade matching process for Wealth Management Fixed Income and Equity trading flows. You will work closely with the business, technology, and multiple internal teams to ensure the timely clearance of trades prior to their settlement date. The position provides an exciting opportunity to apply your financial services experience in a dynamic and fast-paced environment.
Job Responsibilities
Manage trade matching for Wealth Management Fixed Income and Equity trading flows, ensuring timely clearance of trades before the settlement date.
Collaborate with business, technology, and internal teams to drive operational efficiency and address any issues that may arise in the trade matching process.
Work independently and in teams, adapting quickly in a fast-paced, evolving environment.
Build and maintain relationships with stakeholders, peers, and management, providing excellent communication and problem-solving skills.
Prioritize and manage competing tasks, maintaining focus on innovation, flexibility, and continuous improvement.
Skills/Requirements
Bachelor's Degree required.
1-3 years of financial services industry experience; ideally with project management exposure.
General knowledge of financial markets and investment products, with a focus on equities and options.
Demonstrated leadership ability, with experience managing teams or projects.
Excellent written and verbal communication skills with a high attention to detail.
Ability to thrive in a fast-paced environment, with a focus on efficient time management and prioritizing competing urgent tasks.
Proficiency in Microsoft Excel; experience with VBA is a plus.
Strong problem-solving skills and the ability to think critically and act independently.
Relationship-building skills with stakeholders at all levels of management.
Additional Information
Hybrid work environment with 3 days in-office and 2 days remote.
Opportunity to collaborate with cross-functional teams in a dynamic financial services setting.
Exposure to diverse financial products and wealth management strategies.
Pay Range
$20/hr
YUPRO Placement is the nation’s leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills-first inclusive hiring practices. YUPRO Placement is an equal opportunity employer.