Capital Markets - Client Services Analyst

About the role#

The Capital Markets - Client Services Analyst is part of a two-year Graduate Program designed to provide hands-on experience across front, middle, and back-office functions. Analysts serve as the primary liaison for prime brokerage clients, ensuring the accuracy and efficiency of post-trade operations. This role focuses on maintaining market stability and operational excellence through precise processing and proactive issue resolution.

What you'll do#

• Act as the primary point of contact for prime brokerage clients, managing daily post-trade inquiries and operational needs.
• Execute daily post-trade processing tasks, including trade confirmation, reconciliation, settlement, and the resolution of trade breaks.
• Perform daily fee reconciliation, review client fee calculations, and resolve discrepancies.
• Issue margin and risk calls while facilitating the movement of money and securities.
• Support corporate actions processing, client notifications, and onboarding activities.
• Collaborate with internal teams—including trading, sales, settlements, and technology—to support allocations and clearance.
• Maintain compliance with regulatory requirements set by the SEC, FINRA, NFA, CFTC, and other applicable governing bodies.

What you'll need#

• A bachelor’s or master’s degree in Finance, Business Administration, Economics, Mathematics, Statistics, or Accounting.
• A genuine interest in the departmental tracks of the program.
• Ability to work in the United States without the need for current or future visa sponsorship.
• Strong analytical skills, attention to detail, and the ability to work collaboratively across teams.

Location & details#

• Location: New York City, New York.
• Term: Fall 2026 (start date no later than September 2026).
• Modality: On-site.
• Employment Type: Full-time.