Operations Associate, Equities

Responsibilities Understand and manage the concepts and workflows related to bank debt, including interest rate resets, principal repayments, principal drawdowns, and margin changes Coordinate trade settlement of primary and secondary loan closings with external parties (par and distressed, LSTA and LMA) Liaise with trustees and agent banks to resolve discrepancies Oversee complex restructures, including defaults, refinancings, and extensions Monitor and process corporate actions, ensuring accurate reflection of related cash and position impacts Support the cash, position, and trade reconciliation process and assist with managing complex reconciliation issues Oversee cash balances on behalf of portfolio managers Support pre-settlement trade lifecycle events across a range of fixed income products Analyze, document, and improve current processes and controls Serve as an escalation point for the middle office team across business lines, working with banks, brokers, and internal groups to resolve issues Qualifications

2+ years of recent experience on a buy-side Middle Office team within asset management

Understanding of post-execution, confirmation, settlement, and fail resolution across fixed income and equity products, including bank loans, corporate bonds, treasuries, domestic and foreign equities, and mortgages

Familiarity with Omgeo's suite of post-execution applications

Knowledge of derivative products such as futures, OTC, and FOREX

Corporate action processing experience is a plus

Comfort working directly with clients, investment teams, and other senior stakeholders

Strong communication and interpersonal skills

Highly organized and detail-oriented, with the ability to multitask and problem-solve

Advanced Microsoft Office skills

Experience with WSO, Clearpar, Bloomberg AIM, Tradeflow, Omgeo, and Margin Manager is a plus