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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand, metro location, and a common mid-level finance role drive high competition.
Role requires specialized investment reconciliation and securities knowledge, making cross-industry transferability low.
Requires securities knowledge and degree preference, but no explicit years, so moderate filtering.
Job Description
Structured overview of role & requirementsAbout This Role
Perform daily reconciliation activities across multiple asset classes, ensuring accurate resolution of exceptions and maintaining client and portfolio records.
Collaborate with internal teams, external service providers, and custodians to investigate and resolve operational issues, supporting a robust control environment.
Contribute to process improvements, controls enhancement, and team coaching to improve service delivery and operational efficiency.
Minimum Requirements
Strong knowledge of equity, fixed income securities, and derivative products.
Proficiency in Microsoft Office and aptitude for learning new applications.
A four-year degree in Finance, Accounting, Information Technology, or Economics is required.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in managing high volume, multi-tasking environments with strong decision-making and prioritization skills.
Able to analyze reconciliation processes with a focus on exception management and root-cause analysis to improve operational controls.
Comfortable collaborating across diverse internal and external stakeholders including clients, custodians, and service providers, within a dynamic financial services environment.