Position Detail::
Job Title - Operations Analyst – Trade Support (Equities, Options & Fixed Income)
Location - 1400 MERRILL LYNCH DR Pennington, NJ 08534 Hybrid (3 days onsite, 2 days WFH – flexible days)
Duration - 12 Months Contract

Job Description:
Detail-oriented and service-minded Operations Analyst with experience supporting post-secondary Fixed Income, Equity, and Option trade processes for Wealth Management branches, Edge teams, and the Investment Solutions Group. Acts as a critical liaison between trading desks in New York & Chicago and advisory branches across North America.

Key Responsibilities:

• Respond to daily email inquiries regarding Equities, Options, and Fixed Income financial products.
• Generate and distribute daily trade reports, ensuring accuracy and timeliness.
• Book trades and investigate reconciliation breaks; handle trading rejects and exceptions, including order cancellations and adjustments.
• Maintain accurate records and ensure compliance with trading policies.
• Participate in cross-training across multiple financial investment products to broaden support capabilities.

Required Skills:

• Proficient in Microsoft Excel, Word, and Outlook
• Strong written and verbal communication skills
• Exceptional attention to detail
• Client service-oriented with effective phone etiquette

Desired Skills:

• Basic knowledge of financial markets and investment products