Key Responsibilities
Back-Office System Analysis
- Assist in mapping end-to-end brokerage workflows (trade clearing, settlement, fund flows) and identify process optimization opportunities.
- Document system integrations between core platforms (e.g., clearing engines, CRM, payment gateways) using flowcharts and user stories.
- Support testing of back-office automation initiatives (e.g., corporate actions processing, account lifecycle management).
Project Coordination & Requirements Gathering
- Collaborate with developers, QA, and business teams (Finance, Operations) to translate business needs into technical specifications.
- Track project progress in Jira/Redmine, including task prioritization, sprint planning, and risk log maintenance.
- Facilitate user acceptance testing (UAT) for system enhancements (e.g., CRM 2.0).
Data Analysis & Reporting
- Extract and analyze transactional data via SQL to support reconciliation checks (e.g., trade vs. settlement records).
- Create dashboards visualize key metrics (e.g., funding trends, position balances).
- Maintain data dictionaries and business glossaries for back-office terminologies。
Qualifications
Education
- Current undergraduate/master’s student in Finance, Business Analytics, Information Systems, or related field.
Core Competencies
- Brokerage Systems Knowledge: Understanding of trade lifecycle, clearing/settlement workflows, and margin calculations.
- Analytical Tools: Proficiency in SQL, Excel; exposure to visualization tools (Tableau/Power BI) is a plus.
- Project Execution: Experience with Jira/Redmine for task tracking; ability to draft process documentation.
- Communication: Strong interpersonal skills to liaise between technical and non-technical teams.
Preferred Skills
- Familiarity with securities back-office platforms (e.g., Broadridge, ETNA, Actimize).
- Coursework/projects in financial systems, data modeling, or fintech integrations.
Internship Benefits
- Hands-On Brokerage Exposure: Dive into post-trade operations, fund flows monitoring, and system integration projects.
- Mentorship: Work with senior BAs on real-world initiatives (e.g., real-time position sync, CRM upgrades).
Job Types: Full-time, Internship
Pay: $3,500.00 per month
Education:
Language:
Ability to Commute:
- New York, NY 10022 (Required)
Ability to Relocate:
- New York, NY 10022: Relocate before starting work (Required)
Work Location: In person
