Private Placements Operations Analyst

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Bala Cynwyd (Philadelphia Area), PA, US Until 8/22/2026 First posted July 28, 2025 Last posted July 28, 2025
Job description

Overview

In this role, you will work closely with members of the Private Placements investment team at Susquehanna, which is focused on investing in public companies via privately negotiated transactions. The Private Placements team is rapidly expanding their business and they need a motivated, energetic, and hard working person to help manage the growth of the global business.

               

Job duties include, but are not limited to

  • Entering, transmitting, and ensuring proper settlement of daily trades and recently completed deals
  • Running macros that update data used in profit and loss reports
  • Tracking and correcting trade breaks, including posting DWAC’s and working with Transfer Agents
  • Serving as a liaison between the desk and its prime brokers
  • Running, reviewing for accuracy, and disseminating daily departmental reports
  • Collecting and Storing all essential deal documents
  • Aiding with new account creation and the KYC process

What we’re looking for

  • Bachelor's degree in finance or related field
  • Ability to program in VBA and SQL Server is desirable 
  • Proficiency in Microsoft Office suite, specifically Excel and Access.
  • Strong communication skills (verbal and written); ability to interact effectively with all levels of the team.
  • Ability to handle multiple tasks in a fast paced environment while maintaining extreme level of attention to detail.
  • Must be a self-starter, a quick learner, and resourceful in solving problems.
  • Visa sponsorship for work authorization is not available for this position now or in the future

 

If you're a recruiting agency and want to partner with us, please reach out to [email protected]. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.

About this role

Summary

Manage daily trades, reports, and liaise with prime brokers.

Job title

Private Placements Operations Analyst

Experience level

entry level

Industry

finance

Location requirements

Bala Cynwyd, PA; no remote work allowed

Salary

Not specified

Management role

No

Skills & keywords

Required skills

bachelor's degreevbasql servermicrosoft officecommunicationattention to detail

Preferred skills

None specified

Specializations

private placementstradingdata analysis
Locations

Structured locations inferred from the posting.

Bala Cynwyd, PA, USA

On-site City