About the Opportunity:
We are seeking a detail-oriented Financial Operations Analyst to support the daily financial and investment operations of an established financial services organization in Lancaster, PA.
The ideal candidate will have a bachelor's degree, at least 1 year of relevant work experience or internship experience in finance, banking, trading, or a related field, and a basic understanding of financial markets and investment products.
Responsibilities:
- Processes trade settlements for stocks, bonds, mutual funds, and money market funds.
- Manages corporate actions, asset transfers, ACH payments, and wire transactions.
- Posts, balances, and reconciles high-volume financial transactions and client accounts.
- Investigates settlement discrepancies and resolve transaction issues.
- Uses FIS Trust Desk and coordinate with brokers, financial advisors, clients, and internal teams to support daily investment operations.
- Collaborates with brokers, financial advisors, clients, and a team of 9 professionals to resolve investment operations issues.
Required Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- At least 1 year of relevant work experience in finance, banking, trading, investment operations, or a related field. Relevant internships will be considered.
- Basic understanding of financial markets, investment products, and banking transactions, including debits and credits.
- Familiarity with stocks, bonds, mutual funds, money market accounts, and other investment products.
- Understanding of ACH payments, wire transfers, transaction posting, and financial account processing.
- Strong analytical, problem-solving, and research skills with excellent attention to detail.
- Strong verbal and written communication skills, including the confidence to contact brokers and external financial partners to resolve settlement issues.
- Willingness to learn investment trade settlements, income posting, and asset transfers between financial institutions.
Preferred Qualifications:
- Experience with FIS Trust Desk or other trust accounting and financial operations platforms.
- Hands-on experience with trade settlements in a bank, brokerage, or financial services organization.
- Previous exposure to Bank of New York Mellon (BNY).
NOTE: Applicants must be U.S. citizens or permanent residents (Green Card holders) to be considered for this position.
Job Type: 6-Month Contract-to-Hire.
Benefits include: Medical, dental, vision.
Work Set Up: Hybrid at downtown Lancaster, PA - 4 days onsite / 1 day remote (flexible remote day)
Schedule: Monday-Friday, 8:00 AM-4:30 PM