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Tier-1 brand, metro location, early-career generalist role and broad skillset increase applicant competition.
Core reconciliation and trade operations skills are transferable, but financial products knowledge raises domain specificity.
Explicit 1–3 years requirement, finance operations experience and regulated environment increase filtering.
Ensure timely and accurate completion of operations tasks during non-US market hours using a Follow the Sun model, coordinating clear hand-offs between locations.
Complete daily operations transactions including cash/position reconciliations, trade posting, account setups, monthly NAV and billing reviews with high accuracy and timeliness.
Collaborate professionally with internal and external stakeholders, research and resolve operational issues quickly, and maintain thorough records and performance metrics.
1-3 years of relevant experience in financial services or related operations roles.
Bachelor's degree preferred in Finance, Economics, Business, Accounting or equivalent experience.
Familiarity with MS Office and ability to learn internal/external financial systems.
Ability to work during non-US market hours as part of a global operations team.
Experienced in investment operations functions such as reconciliations, trade support, portfolio or account administration.
Detail-oriented and process-driven with strong analytical and problem-solving skills under tight deadlines.
Comfortable operating independently with strong communication skills and collaborating across global teams to ensure seamless service continuity.