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Tier-1 brand, generic senior analyst title, metro location, and broad operations skillset drive high competition.
Requires asset-servicing and capital markets knowledge, making cross-industry transferability low and fit sensitivity high.
Explicit months requirement plus domain-specific asset-servicing experience and control-focused skills make shortlisting stringent.
Manage end-to-end client servicing tasks for institutional Asset Owner clients including account opening/closing, fee reconciliation, client reporting, trade processing, and handling client inquiries.
Ensure accurate and timely delivery of services within established SLAs and KPIs, performing quality checks and root cause analysis of errors.
Collaborate closely with internal teams and external clients, acting as a subject matter expert and training new hires, as well as supporting project testing and process improvements.
Approximately 20-24 months of client servicing or operations experience preferred.
Strong understanding of investment instruments, asset servicing terminology, and financial/capital markets concepts.
Proficient with Microsoft Excel and capable of problem solving with numerical and analytical skills.
Work experience required: At least 12 months as Analyst II or equivalent; flexible to work in shifts; excellent communication skills.
Experienced in deadline-driven operations environments with strong control and compliance focus.
Comfortable in a team environment with cross-functional collaboration and escalation.
Able to quickly learn new internal systems and market data providers and propose process efficiencies.