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Tier-1 bank, metro location, mid-level generalist role with broad operations skills increases candidate competition.
Role requires domain-specific trading and settlement expertise, limiting transferability outside capital markets.
Mandatory 2+ years in reconciliations and required finance tooling familiarity enforce strict screening.
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Execute and process trade orders to ensure smooth operation of trading and portfolio management business.
Manage settlements, client payments, reconciliations, and trade matching with attention to accuracy and timeliness, minimizing risk and penalties.
Collaborate with internal teams to optimize processes using data analytics and automation technologies, driving continuous improvement and operational efficiency.
Bachelor’s degree or higher in Finance/Operations.
Minimum 2 years of experience in reconciliation team covering pre-matching, settlements, fails management, payments, and break management.
Familiarity with low code tools like Alteryx, Xceptor, Tableau; strong PC skills including Microsoft Office (Excel, Word, PowerPoint, Access).
Good oral/written communication skills and ability to quickly grasp and solve complex problems.
Experience in finance industry operations with financial markets and trading services knowledge including order execution, trade processing, and risk monitoring.
Strong skillset in relationship building, stakeholder management, conflict resolution, and influencing within internal and external teams.
Capable of delivering data-driven insights and presenting effectively with mindset geared towards process innovation and continuous improvement.