Senior Share Plan Operations Specialist
3 days ago
Our ideal candidate will be responsible for delivering a high-quality service experience for employee share plan clients, while supporting automation and straight-through processing goals by identifying manual pain points and suggesting improvements.
Key Responsibilities include:
- Contribute to process standardization and documentation to enable operational scalability and resilience.
- Stay updated on equity market practices and share plan regulatory trends to support informed operations.
Main Accountabilities:Operational Management:
- Process and validate dealing instructions from participants, ensuring alignment with plan rules and client expectations.
- Execute equity trades via internal or broker platforms and monitor confirmations.
- Coordinate settlement instructions, monitor status, and liaise with internal teams and brokers to ensure timely settlement.
Personal Qualities:
- Excellent attention to detail with the ability to manage high volumes under time pressure.
- Strong analytical thinking and problem-solving skills to resolve trade exceptions or operational bottlenecks.
Qualifications and Experience:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 3-5 years of experience in investment banking operations, specifically in equity dealing and/or settlements.
- Experience with Shareplans or employee stock ownership schemes (preferred but not mandatory).
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