Position: Financial Operations Analyst

Openings: 2

Location: Downtown Lancaster, PA – onsite 4 days/week, remote 1 day (candidate can choose remote day)

Hours: 8:00 AM–4:30 PM, some flexibility

Start: ASAP

Type: 6-month contract-to-hire

Interview: One-and-done onsite interview

Must-Haves

• 1+ years of total work experience in finance, banking, trading, or a related area. Relevant internships can be considered.
• Bachelor's degree required, ideally in Finance, Accounting, Economics, or Business.
• Understanding of financial markets and investment concepts, including some of the following:
  • Trading processes, brokers, and settlement locations.
  • Stocks, bonds, mutual funds, and money market accounts.
  • Private equity, alternative assets, options, or hedge funds.
• General understanding of banking transactions, debits, and credits.
• Familiarity with ACH payments, wires, and posting transactions to client accounts.
• Strong interpersonal and communication skills. Must be comfortable picking up the phone and contacting brokers or other parties to work through settlement issues.
• Strong problem-solving skills and ability to research and resolve issues independently.
• Ability and willingness to learn trade settlements for stocks, bonds, mutual funds, and money market funds, income posting, and asset transfers between financial institutions.

Plus

• Experience with FIS Trust Desk or another trust accounting platform.
• Hands-on trade settlement experience within a bank or brokerage.
• Experience with Bank of New York Mellon (BNY).
• Finance, Accounting, Economics, or Business degree/background.

Day-to-Day Responsibilities

Our financial services client is seeking a Financial Operations Analyst to join their team. This individual will support the day-to-day operations of a fast-paced financial services organization, working across the full lifecycle of investment transactions to ensure trades and client activity are processed accurately and efficiently.

Responsibilities include:

• Process and oversee settlements involving stocks, bonds, mutual funds, and money market funds.
• Manage corporate actions and asset transfers between financial institutions.
• Post and balance thousands of daily transactions, including ACH payments, wires, income, debits, and credits.
• Ensure client accounts and internal systems are accurate and reconciled.
• Work within FIS Trust Desk to support investment and trust operations.
• Investigate trades or transactions that do not settle correctly.
• Research settlement discrepancies, identify the root cause, and work toward resolution.
• Communicate directly with brokers, financial advisors, clients, and internal teams to resolve issues.
• Work closely with a team of 9 other professionals supporting financial advisory operations.

Selling Points

• Stable, well-established financial organization.
• Strong promotion paths and upward mobility.
• Opportunity to gain hands-on investment operations and trade settlement experience.
• Exposure to multiple areas of the investment transaction lifecycle.
• Work alongside an experienced team with opportunities to learn and develop.
• Great opportunity for someone junior looking to build a long-term career in financial services.