About the role
Key ResponsibilitiesBack-Office System AnalysisAssist 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 GatheringCollaborate 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 & ReportingExtract 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。QualificationsEducationCurrent undergraduate/master’s student in Finance, Business Analytics, Information Systems, or related field.Core CompetenciesBrokerage 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 SkillsFamiliarity with securities back-office platforms (e.g., Broadridge, ETNA, Actimize).Coursework/projects in financial systems, data modeling, or fintech integrations.Internship BenefitsHands-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, InternshipPay: $3,500.00 per monthEducation:Bachelor's (Required)Language:Mandarin (Required)Ability to Commute:New York, NY 10022 (Required)Ability to Relocate:New York, NY 10022: Relocate before starting work (Required)Work Location: In person
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