
Senior Institutional Trade Support Professional
13 hours ago
This role involves providing lifecycle support for institutional trade flow, including client account onboarding, cash payments, customer service, and more.
You will work to resolve confirmation and ISDA related issues, lead moderately complex initiatives, and contribute to large scale planning.
- Provide leadership to bring groups together to resolve multi-faceted complex issues
- Serve as a leader on projects along with internal and industry related initiatives
- Review and analyze complex functional and operational tasks that require in-depth evaluation
- Exercise independent judgment and resolution to guide the deliverable
- Resolve moderately complex issues
- Leverage solid understanding of functions, policies, procedures and compliance requirements
This is a senior-level position requiring 4+ years of relevant Institutional Investment Operations experience. As a Senior Institutional Investment Operations Specialist, you will be responsible for managing client accounts, processing transactions, and resolving issues.
Key Responsibilities- Assist in lifecycle support for institutional trade flow - Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues
- Lead or participate in moderately complex initiatives and deliverables
- Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives
- Identify and recommend opportunities for process improvement and risk control development
- Provide leadership to bring groups together to resolve multi-faceted complex issues
- Serve as a leader on projects along with internal and industry related initiatives
- Review and analyze complex functional and operational tasks that require in-depth evaluation
- Exercise independent judgment and resolution to guide the deliverable
- Resolve moderately complex issues
- Leverage solid understanding of functions, policies, procedures and compliance requirements
- Mentor and assist analysts
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
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