Middle Office Analyst

Business and Financial Operations

Lake Mary, FL

Cowen Inc. is looking for an Operations Specialist to join it’s Middle Office team in Lake Mary, FL.

  • Support the pre and post trade process by utilizing proprietary systems for downstream trade processing and ensuring the accurate allocation of trades to client accounts   
  • Middle Office liaisons with local agents, clients, trading desks, and internal functional teams for timely, precise reporting of trade executions in accordance with client needs
  • Perform other duties and responsibilities, as assigned.


  • Candidate must have Bachelor’s Degree in Finance or related field
  • Experience in Accounting, Finance, or the securities industry preferred.  Experience with a broker dealer or back office operations is a plus
  • Experience with Microsoft suite of products is required with a heavy emphasis on Excel
  • Team-oriented environment, but must also be a self-starter who can manage competing priorities
  • Large volume of email, must be able to stay organized
  • Entrepreneurial environment, a can-do attitude will give the best chance for success

Who We Are:

Cowen Inc. (“Cowen” or the “Company”) is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide.

At Cowen, inclusion and diversity are catalysts for success and innovation in everything we do. We pride ourselves on our empathetic and collaborative culture, where the power of diversity is harnessed to transform the status quo. Our focus on inclusion expands our thinking in order to generate better outcomes for clients, while striving to increase fairness and equity for our colleagues. Cowen’s vision of creating a more inclusive and equitable future is supported by our core values and is essential to our ability to outperform.

Our Values:

  • Vision: We consistently deliver differentiated and disruptive insights that help our clients outperform
  • Empathy:  We proactively consider and account for the priorities and concerns of our colleagues and clients
  • Sustainability: We endeavor to produce ideas and solutions that are ethically grounded and aim to pass the test of time
  • Tenacious Teamwork: We elevate collaboration to new levels, empowering our ability to provide the best solutions for our clients.

Learn more at: https://www.cowen.com/ and https://www.linkedin.com/company/cowen-inc/


Protect Yourself from Recruitment Fraud. Recruitment fraud can be attempted through fake job postings, fake websites (posing as a Company) or unauthorized individuals impersonating recruiters (even using employee names). Depending on the role, Cowen will ask candidates to complete 2-4 interviews with Cowen employees before receiving an offer for employment. All communication regarding the interview process will come from an @cowen.com or @greenhouse.io email address. At no time throughout the hiring process will a Cowen recruiter or Human Resource Professional request any type of payment in order to be considered for the role. In addition, candidates will not be asked to submit personal information as a pre-requisite for the interview process.