Key Responsibilities

Back-Office System Analysis

• Assist 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 Gathering

• Collaborate 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 & Reporting

• Extract 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。

Qualifications

Education

• Current undergraduate/master’s student in Finance, Business Analytics, Information Systems, or related field.

Core Competencies

• Brokerage 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 Skills

• Familiarity with securities back-office platforms (e.g., Broadridge, ETNA, Actimize).
• Coursework/projects in financial systems, data modeling, or fintech integrations.

Internship Benefits

• Hands-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, Internship

Pay: $3,500.00 per month

Education:

• 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