Operational Specialist

Contract-to-Hire | 3–6 Months with Potential Conversion

Schedule: 7:30 AM–6:00/6:30 PM, with overtime as needed

Our Syndicate Operations team supports the full operational lifecycle of new issue securities brought to market
, partnering closely with Syndicate Trading Desks, Investment Banking, Finance, Reconciliation, Quality Assurance, General Ledger, and other internal teams.

This is an exciting time to join the team as we experience 38% year-over-year growth in deal volume and continue investing in both people and technology. Today, much of our work is highly manual, creating an opportunity for someone who can not only execute accurately in a fast-paced environment, but also learn the business, identify inefficiencies, and eventually contribute to automation and process improvements.

This role is intentionally designed to grow with the individual. You will initially focus on high-volume, hands‑on operational and accounting activities
, including data entry, accounts receivable/payable processes, reconciliations, and maintaining documentation. As you build your knowledge of the business, you will take on more responsibility within the production environment and ultimately have opportunities to participate in system implementation, automation, and process improvement initiatives
.

The ideal candidate is organized, proactive, resilient, technically curious, and comfortable rolling up their sleeves.
Direct syndicate banking experience is not required — we can teach the banking and securities‑specific processes. What we need is someone with a strong operational or accounting foundation who is eager to learn and improve how work gets done.

• Support the operational processing of new issue securities throughout the transaction lifecycle.
• Perform high-volume, detail‑oriented data entry and operational processing while maintaining a high degree of accuracy.
• Support accounts payable and accounts receivable activities, including processing bills, expenses, and cash‑related transactions.
• Assist with issuer funding and the movement/reconciliation of transaction‑related cash.
• Perform reconciliations and investigate discrepancies across accounts, transactions, and supporting documentation.
• Support revenue and expense tracking and preparation of profit and loss reporting
  .
• Maintain organized documentation and supporting records across multiple systems, including Excel files, PDFs, and team folders.
• Partner with Finance, QA, Reconciliation, General Ledger, Investment Banking, Syndicate Trading Desks, and other internal stakeholders to resolve issues and keep transactions moving.
• Manage multiple priorities and deadlines in a high-volume, fast-paced environment
  .
• Learn multiple systems and processes quickly and become comfortable navigating a highly manual operating environment.
• As knowledge and experience grow, transition into a broader production/operations role
  , gaining an understanding of reports, reconciliations, and the full transaction lifecycle.
• Identify inefficiencies,
  poke holes in existing processes
  , and proactively recommend opportunities for improvement.
• Participate in ongoing automation and system implementation initiatives
  , including providing feedback and suggestions for how processes and systems can be improved.
• Work collaboratively within a supportive team‑based pod structure
  , helping teammates and contributing to a positive team environment.

• Bachelor's degree preferred, or equivalent relevant experience.
• Experience in operations, accounting, financial operations, accounts payable/receivable, cash operations, wires, or a related back‑office function
  .
• Foundational understanding of accounting principles and/or General Ledger processes.
• Experience…