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Strong Tier-1 brand, generalist operations title, and metro location increase candidate competition.
Role requires specialized securities settlement and custodian knowledge, limiting cross-industry transferability.
Moderate filters from domain knowledge, transaction processing skills, and managerial responsibility without hard certification or years.
Act as liaison between client/IM service teams and sub-custodians/depositories to ensure proper settlement of security and cash transactions.
Research and resolve transaction exceptions with minimal supervision, ensuring timely and documented resolutions.
Provide guidance and technical training to entry-level staff; assist management with operational procedures and reporting.
Bachelor’s degree in business discipline or equivalent work experience.
Strong proficiency in MS Office applications such as Excel and Word.
Work Experience Required: Not explicitly mentioned in the JD.
Ability to manage exceptions, adhere to SLAs, and operate within department control procedures.
Experience in securities settlement operations or related financial services environment with focus on exception management.
Proven capability to operate with minimal supervision and coach junior staff on technical and process matters.
Comfortable working in fast-paced environments requiring multitasking and adherence to operational SLAs.