We are seeking a detail-driven and organized Confirmations Analyst to join our Deal Support Group. In this vital operations role, you’ll ensure the accuracy, completeness, and timely processing of both physical and financial trade confirmations. The ideal candidate is proactive, communicative, and thrives in a structured, team-oriented environment.
Confirm Trade Accuracy
Reconcile internal trade records against counterparty confirmations (physical and financial) to ensure accuracy and mitigate disputes.
Process & Track Confirmations
Send trade confirmations to brokers and counterparties, monitor their return status, and follow up to ensure timely execution.
Collaborate with Legal
Coordinate with the legal team on non-standard confirmations and long-form agreements as needed.
Maintain Procedures & Documentation
Keep confirmation procedures up to date and ensure documentation is audit-ready and properly filed.
Liaison & Communication
Serve as the point of contact between front-, middle-, and back-office teams and external counterparties for all confirmation-related matters.
Support Risk & Compliance
Assist with ad hoc reporting requests from the Risk group, including sending open balance reports and resolving discrepancies.
Issue Resolution & Process Improvement
Track confirmation issues, escalate recurring problems, and contribute ideas to streamline workflows and improve efficiency.
Experience:
1+ year of professional experience in a business, legal, operations, or administrative capacity. Exposure to energy, commodities, or finance industries is a plus.
Education:
Bachelor’s degree preferred; paralegal certification or similar administrative background a plus.
Skills & Tools:
Proficient in Microsoft Excel, Outlook, Word, and Adobe PDF
Strong verbal and written communication skills
Comfortable working in a structured, deadline-driven environment
Familiarity with documentation and tracking systems
Ability to learn new systems and processes quickly
Meticulous attention to detail with strong organizational habits
Comfortable managing multiple priorities with minimal supervision
Proactive mindset and commitment to process improvement
Strong collaborator with a professional, team-oriented attitude
Fast learner who values structure, consistency, and accuracy