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Senior Associate

accaglobal.com Logo

ACCA

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Location:
United States, Sacramento

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Category:
Finance

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Contract Type:
Not provided

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Salary:

52000.00 - 94120.00 USD / Year

Job Description:

Responsible for working on a team that performs Shared Services on behalf of our clients. Functions performed could include: trade capture, security master modelling, client onboarding, client query resolution and security valuations. Candidate will work across all Shared Service remits supporting wider AIS Middle Office team.

Job Responsibility:

  • Manage day-to-day tasks and ensure client deliverables are completed and accurate
  • Liaise with client regarding ad hoc issues, establish and maintain relationships with client, vendors and various SST service teams
  • Co-ordinate system enhancements or new requirements on behalf of the team
  • Responsible for the co-ordination of system testing and sign off
  • Engage with multiple stakeholders in managing strategic projects that bring cohesive end-to-end solutions to our clients
  • Strategically look to customize our service offering in a way that optimizes the proposed operating model
  • Supporting the Shared Services team lead in their role
  • Ensure lead is kept up to date with relevant issues, escalating problems to the manager as they arise
  • Involved in new client take-on, initialization of funds, new team building, etc
  • People management – Interviewing, perform staff appraisals
  • address any staff performance issues, etc
  • Work alongside staff in Offshore locations (Poland/India/China)
  • Manage training needs of team, ensure training gaps are identified and addressed

Requirements:

  • Degree in Finance or Business related area
  • At least 3 years of middle office/operations experience preferred
  • In depth knowledge of some/all of the following products: Equity, Futures, Options, Fixed Income, FX, Derivatives (IRS, CDS, TRS, etc)
  • Experience interfacing with security valuation agents like Markit PV, BVAL, ICE Data, JPM Pricing Direct
  • Knowledge of trade order flow, security life-cycle events (settlements, corporate actions), SWIFT messaging and cash wire processing required
  • IT Literate – VBA experience a plus
  • Strong verbal, analytical and written communication skills
  • Experience with Advent Geneva Platform advantageous
  • Experience working in a virtual team environment

Nice to have:

  • VBA experience a plus
  • Experience with Advent Geneva Platform advantageous
What we offer:
  • retirement savings plan (401K) with company match
  • insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
  • paid-time off including vacation, sick leave, short term disability, and family care responsibilities
  • access to our Employee Assistance Program
  • incentive compensation including eligibility for annual performance-based awards
  • eligibility for certain tax advantaged savings plans
  • inclusive development opportunities
  • flexible work-life support
  • paid volunteer days
  • vibrant employee networks

Additional Information:

Job Posted:
December 14, 2025

Expiration:
January 11, 2026

Employment Type:
Fulltime
Job Link Share:

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