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Operations Specialist

Robert Half - New York City, NY

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Job Description

Description Robert Half is seeking an Operations Specialist within Financial Services. Does this sound like you? + Buy-side experience preferred + Manage operational areas outsourced to State Street Alpha Outsourcing, including trade matching, settlement, and daily + cash/position reconciliation. + Oversee processing of subscriptions, redemptions, cashflows, and transition activity on all funds. + Instructed FX when necessary and handled on-boarding and off-boarding of managed accounts. + Manage corporate actions elections and notifications. + Provide traditional Middle Office Support to new business opportunities, including handling third party requests and market opening. + Create periodic custom client reports and handled adhoc duties. + Coordinate on-boarding and off-boarding of clients, liaising with Compliance, Sales, client service teams, investors, traders, custodians, and consultants. + Conduct regular service calls with various internal departments and external servicing partners on fund issues and initiatives. + Liaise between custodial banks, administrators, and fund investors to ensure quality client service. + Manage client contacts and coordinated annual compliance and tax documentation distributions and general ad hoc regulatory communications affecting fund clients. Requirements + 5-10 years u2013 buy side preferred + Middle office/Back office experience + Strong knowledge of financial instruments, including equities, fixed income, derivatives, and alternative investments. + Strong analytical and problem-solving skills with attention to detail. + Excellent communication and interpersonal skills to interact with internal and external stakeholders. + Ability to work independently and manage multiple priorities in a fast-paced environment. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-10-04

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