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Strong Tier-1 brand, mid-level generalist role, regulatory skills, and likely metro location increase applicant competition.
Highly specialized institutional custody, settlements, and regulatory requirements limit cross-industry transferability.
Mandatory 5+ years plus specific regulatory, custody and reconciliation experience creates strict screening filters.
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Support full lifecycle of institutional trade flow including client onboarding, cash and funding operations, securities settlement, and reconciliation.
Lead moderately complex projects and initiatives focused on process improvements, risk control, and operational efficiencies within institutional investment operations.
Manage and mentor junior staff, collaborate across departments to resolve complex issues, and ensure adherence to regulatory and compliance requirements.
Minimum 5 years of Institutional Investment Operations experience or equivalent through work experience, training, military experience, or education.
Bachelor's degree strongly preferred (business-related field).
Proficient with Microsoft Excel (importing, exporting, formulas, data manipulation) and able to perform complex data analysis.
Work Experience Required: 5+ years in Institutional Investment Operations (explicitly stated).
Experienced in regulatory reporting, collateral management, documentation, project management, business operations, or strategic planning in financial services.
Proven ability to lead teams and manage cross-functional projects involving compliance, risk controls, and operational processes in a fast-paced environment.
Strong analytical skills to identify, escalate, and resolve data breaks and compliance issues collaborating with technology, legal, compliance, and business stakeholders.