Institutional Investment Operations Specialist
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Job Description
Structured overview of role & requirementsAbout This Role
Support institutional trade lifecycle and identify process improvements.
Assist in client account onboarding, cash payments monitoring, funding, custodial operations, securities settlement, loan operations, and issue resolution.
Provide SME input on projects, analyze operational tasks requiring independent judgment, and resolve complex situations through collaboration.
Minimum Requirements
Minimum 2+ years of Institutional Investment Operations experience or equivalent through work, training, military experience, or education.
Not explicitly mentioned in the JD: mandatory degrees or certifications.
Not explicitly mentioned in the JD: notice period requirements.
Not explicitly mentioned in the JD: location or onsite requirements.
Ideal Candidate Profile
Experienced in lifecycle support and operational functions related to institutional investments.
Capable of exercising independent judgment in complex operational problem solving.
Skilled collaborator with leadership and peers to resolve issues and improve processes.