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Tier-1 brand, metro location, mid-level generalist operations title, and 2+ years requirement increase candidate competition.
Role requires specialized capital-markets, KYC/ISDA/regulatory knowledge, making cross-industry transfers difficult.
Explicit 2+ years requirement plus mandatory capital-markets, regulatory, and onboarding domain expertise raises filter strictness.
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Own end-to-end client onboarding activities for institutional investment operations, ensuring compliance with regulatory and business requirements.
Participate in lifecycle support tasks including trade initiatives, issue resolution, and operational process improvements.
Collaborate with cross-functional teams and lead strategic initiatives to drive operational excellence and deliver actionable insights through reporting and analysis.
Minimum 2 years of experience in Institutional Investment Operations or equivalent through work/training/military/education.
Experience with client onboarding, trade lifecycle processes, and regulatory requirements including KYC, AML, ISDA.
Bachelor's or master's degree in Finance, Business Administration, Accounting, Economics, or related field preferred.
Proficiency in Microsoft Office and experience with reporting tools such as Tableau; familiarity with industry platforms like Markit and DTCC/ALERT.
Experienced in managing complex onboarding processes within institutional investment operations involving cross-functional stakeholder engagement.
Strong expertise in regulatory compliance, risk management and operational controls related to investment products including securities, derivatives, and fixed income.
Able to lead process improvements and strategic transformation projects within fast-paced, compliance-driven environments.