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Mid-level generalist operations role, metro location, and broad finance back-office skills produce high competition.
Requires finance-specific trade processing, settlement and reconciliations, so background fit is highly industry-specific.
Explicit 5+ years and mandatory investment back-office experience make shortlisting strict.
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Ensure accurate daily processing and reconciliation across various asset classes and custodians.
Participate in operational improvement projects and client onboarding activities.
Oversee application functionality testing and maintain business procedures, identifying process inefficiencies and supporting new workflow implementations.
More than 5 years of experience in the investment industry.
Strong knowledge of back-office functions such as Trade Processing, Settlement, Reconciliations, and Asset Servicing.
Bachelor’s degree or equivalent experience.
Proficient in verbal and written English communication.
Experienced in operational controls and reconciliation within investment or asset management contexts.
Capable of managing multiple tasks, prioritizing workload, and working collaboratively with team members and stakeholders.
Detail-oriented with problem-solving skills to improve processes and support testing and adoption of new workflows.