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Tier-1 brand, metro location, generalist operations role and broad skillset increase applicant competition.
Requires securities settlement and custody operations knowledge, making skills less transferable across industries.
Mandatory institutional investment operations experience and regulatory compliance increase screening rigor despite low experience floor.
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Provide operational and customer support for lifecycle tasks related to institutional trades.
Assist with client account onboarding, monitoring cash payments, funding and custodial operations, securities settlement, asset servicing, general ledger reconciliation, and resolving confirmation and ISDA issues.
Collaborate with peers and managers to resolve issues and achieve operational goals while exercising judgment within established guidelines.
6+ months of Institutional Investment Operations experience or equivalent demonstrated through work experience, training, education, or military experience.
Work Experience Required: Minimum 6 months in Institutional Investment Operations or equivalent.
No specific degree or location requirements explicitly mentioned.
Notice period: Not explicitly mentioned in the JD.
Experienced in operational support functions within institutional investment environments, particularly trade lifecycle and settlement operations.
Capable of independently handling operational tasks with guided judgment and escalating issues appropriately.
Comfortable working in a structured risk and compliance-focused environment with clearly defined procedures.