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Tier-1 brand, generalist operations title, mid-level experience, and metro location increase competition.
Highly specific to institutional investment operations and banking processes, limiting transferability.
Explicit 2+ years institutional operations requirement and domain-specific skills make filtering stringent.
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Support institutional initiatives lifecycle including onboarding, cash payment monitoring, customer service, project support, and ledger reconciliation.
Identify and recommend process improvements and resolve complex operational issues through collaboration and independent judgment.
Provide subject matter expertise on projects and internal/industry initiatives, presenting recommendations and guiding deliverables.
2+ years of Institutional Investment Operations experience or equivalent through work, training, education, or military experience.
Experience in lifecycle support tasks such as client account onboarding, cash payments, customer service, general ledger reconciliation.
Not explicitly mentioned: mandatory degree, specific location, or notice period.
Not explicitly mentioned: mandatory technical skills or certifications.
Experience with Soft Dollar CSA activities within FCM Operations, system configuration, reporting, invoice processing, and account payable.
Strong data analytics skills and ability to liaise extensively with business managers, asset managers, finance, compliance, and operations.
Knowledge of VB, Excel, and Intelligent Automation tools as advantageous for this role.