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Mid-level, metro location, and well-known financial firm increase applicant competition moderately.
Requires custody/reconciliation and financial-services operations expertise, limiting cross-industry transferability.
Explicit 4-5 years plus custody/reconciliations, CASS and tool requirements make filtering strict.
Own reconciliation delivery for assigned processes ensuring accuracy and timeliness within agreed SLAs.
Serve as primary contact for complex transaction resolution and escalation management across global teams.
Develop and maintain process documentation and assist with ongoing project testing to support operational controls.
4-5 years experience in Financial Services, preferably Investment Banking, Investment Management or Asset Management.
Degree in Finance or Commerce preferred.
Strong subject matter expertise in Custody, Investment Operations or similar.
Proficient with Excel including macros/automation; knowledge of TLM PLF; understanding of regulations like CASS.
Experienced in a deadline-driven operations environment with focus on controls, accuracy, and risk mitigation.
Demonstrated ability to handle escalations, troubleshoot independently, and provide solutions within a global team setup.
Strong written and verbal communication skills with a track record of knowledge sharing and training.