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Strong Tier-1 brand, metro location, and generalist mid-level role increase applicant competition.
Highly specialized capital markets operations skills and trade reconciliation experience limit cross-industry transferability.
Explicit 6+ years and mandatory capital markets operations experience in a regulated bank require strict filtering.
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Manage and support operational lifecycle tasks for institutional trades including account onboarding, cash payment processing, custodial and securities settlement operations, and reconciliation.
Perform and oversee daily reconciliation activities across CIB products and systems, investigating and resolving breaks, conducting root cause analysis, and collaborating with multiple teams to resolve issues.
Lead surveillance projects independently, support audit/compliance requirements, identify risks and opportunities for automation and process improvements, and follow up on business inquiries for resolution or escalation.
6+ years of Institutional Investment Operations experience or equivalent through relevant work, training, military experience, or education.
Experience specifically in Capital Markets / CIB Reconciliations with a strong understanding of trade lifecycle and trade flow.
Advanced Excel skills; knowledge of Alteryx, SQL, or Xceptor is a plus.
Willingness to work any shifts applicable across APAC, EMEA, USA & Canada regions.
Experienced in managing complex reconciliation processes with end-to-end trade flow knowledge within institutional investment operations.
Capable of independently driving projects and escalating key risks and issues to management and stakeholders.
Skilled in analytical problem solving with ability to work across diverse teams including Operations, Technology, Business, and Control in a high-demand environment.