Institutional Investment Operations Specialist
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Protocol Intelligence
Data-driven signals on your job's competitivenessMedium — Tier-1 employer and mid-level role attract applicants, but niche institutional operations skills narrow competition.
High — specialized institutional investment operations and regulatory experience limit transferability across industries.
High — explicit 2+ years requirement and regulated institutional operations expertise are mandatory filters.
Job Description
Structured overview of role & requirementsAbout This Role
Support lifecycle of institutional trade initiatives including process improvement identification.
Assist leadership in convening teams to resolve complex operational issues.
Provide expertise and manage tasks across client onboarding, funding, securities settlement, reconciliations, and related project support.
Minimum Requirements
Minimum 2 years experience in Institutional Investment Operations or equivalent (training, military, education).
Experience with client account onboarding, securities settlement, custodial operations, and cash payment monitoring required.
Work Experience Required: 2+ years in Institutional Investment Operations or equivalent.
Notice period: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Operationally focused with experience managing complex institutional trade processes and cross-functional issue resolution.
Capable of independent judgment to analyze and recommend solutions for complex operational tasks and projects.
Experience collaborating across teams and with leadership to meet organizational goals in investment operations environment.