Universa Investments L.P. ("Universa") is an investment management firm that has specialized in risk mitigation since it was established in 2007 by Founder and Chief Investment Officer Mark Spitznagel. Spitznagel and Universa's Distinguished Scientific Advisor, Nassim Nicholas Taleb, together began tail hedging formally for client portfolios over twenty years ago.
Our Firm is looking for a detail-oriented and diligent Operations Associate to join our team in Miami, Florida. The role is primarily responsible for ensuring the Firm's trades are settled and having all appropriate fees and commissions accurately represented for downstream reporting. The role performs vital back office / post trade support functions and participates in projects and initiatives that will help Universa continue to operate at maximum efficiency and to further critical processes and controls to manage operational risk.
Candidates should be a strong problem solver with critical thinking abilities, have the ability to manage and prioritize multiple tasks, and takes a collaborative approach to the work. If you are excited to join a fast-paced, dynamic team, we would love to meet you.
Primary Responsibilities
- Manage T+0 matching and settlements across multiple accounts.
- Reconcile T+1 cash and trade settlement.
- Liaise with FCMs, trading and other counterparties to identify, research and track fees, commission and other discrepancies until resolved.
- Review, analyze, and distribute internal reports.
- Manage admin positions/transactions/cash reconciliations.
- Monitor cash balances and prepare wire transfer requests.
- Analyze our existing operational system to continually optimize efficiencies.
- Partner with the technology team to deliver automated processes and other functionality and reporting.
- Other ad hoc projects as needed.
Qualifications
- 3+ years of operations experience at an investment management firm or fund administrator.
- BA/BS degree with a strong academic record (preferably in accounting, finance or economics).
- Full trade lifecycle and post trade processing experience in equities and derivatives.
- Detail oriented and organized with an ability to handle multiple projects and priorities simultaneously.
- Excellent communication and interpersonal skills.
- Data analytical skills (e.g. compiling datasets and identifying anomalies/trends).
- Proficiency in Microsoft Office.
- Demonstrated ability to work independently, possess strong time management skills and meet deadlines.
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. This job description is subject to change as the needs and requirements of the job change. Salary commensurate with experience. We offer a competitive benefits package. All job offers are contingent on successful completion of a reference and background check.
This job description is not an employment agreement or contract, implied or otherwise.
Benefits
Fully paid Medical, Dental, and Vision insurance benefits for employees and dependents
Paid Time Off and Paid Holidays
Equal Opportunity Employer
Universa Investments L.P. is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, disability, pregnancy, genetic information, sickle cell trait, marital status, familial status, veteran status, citizenship status, sexual orientation, gender identity, gender expression, actual or perceived status as a victim of domestic violence, dating violence, or stalking, or any other status entitled to protection under applicable federal, state, or local anti-discrimination laws.
Universa Investments L.P. is committed to providing reasonable accommodations to enable qualified applicants with disabilities to have equal opportunity to apply for job openings. Any applicant requiring assistance with our online application process or who needs an accommodation due to a disability should contact Universa at 1-, or by writing to Universa at 2601 South Bayshore Drive, Suite 2030, Miami, FL 33133, US or sending an e-mail to .