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Strong global brand, metro location, mid-level generalist investment-operations role attracts many qualified applicants.
Specialized SMA, custody, and trade lifecycle expertise reduces transferability across industries.
Explicit 5 to 8 years investment-operations requirement and SMA-specific skills increase screening rigidity.
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Review and reconcile Fixed Income & Equity SMA accounts/portfolios including various securities and corporate actions.
Collaborate with traders, portfolio managers, brokers, and custodians to resolve trade discrepancies and monitor cash & position discrepancies timely.
Lead and guide team members, ensure procedure updates, route and resolve operational issues in global mailbox, and manage end-of-day critical reports while supporting global night shifts.
5 to 8 years of experience in Investment Operations industry.
MBA or professional qualification with Finance as major specialization.
Excellent knowledge of global investment products and strong understanding of SMA processes and full trade lifecycle.
Must be willing to work full-time night shifts supporting USA operations with flexibility for overtime/off-hours.
Experienced in managing complex reconciliations across multiple asset classes and corporate actions in a global investment operations environment.
Capable of leading process improvements, risk mitigation, team guidance, and cross-functional communication with trading and client service teams.
Comfortable operating in a global, time-shifted, and dynamic environment requiring proactive problem resolution and adherence to operational deadlines.