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Strong Tier-1 employer, generalist mid-level operations title, and common candidate pool increase competition.
Specialized securities settlement and sub-custodian operations limit transferability across industries.
Domain-specific custody operations experience expected despite no explicit years or certifications.
Act as liaison between client/Investment Management service teams and Sub custodians/Depositories ensuring proper settlement of security and cash transactions.
Research and resolve settlement exceptions/problems timely and accurately with minimal supervision; provide guidance to associates.
Assist management with daily operational procedures, reporting, and participate in special projects as needed.
Bachelor’s degree in business discipline preferred or equivalent work experience.
Proficiency with MS Office applications (Excel, Word, etc.).
Strong analytical, problem-solving, organizational, verbal and written communication skills.
Work Experience Required: Not explicitly mentioned in the JD.
Experienced in operations liaison roles involving securities and cash transaction settlements with familiarity of Sub custodians/Depositories.
Capable of working independently to resolve exceptions and guide junior staff with attention to detail and accuracy.
Able to manage multiple tasks in a fast-paced environment and assist management with operational reporting and procedures.